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💸 20 - 22 USD per hour
🔍 Tax, accounting, or financial services
- Strong communication skills, both verbal and written.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple tasks and interactions effectively.
- Proficiency with CRM systems (e.g., Pipedrive) and office software (e.g., Microsoft Office, Google Suite).
- Comfortable working remotely and managing appointments independently.
- Experience with Zoom or similar video conferencing tools.
- A friendly, client-first mindset with a passion for excellent service.
- Experience in tax, accounting, or financial services is a plus.
- Schedule and conduct Zoom calls with potential clients to discuss their needs regarding tax return preparation and accounting services.
- Gather necessary information to provide accurate quotes and create tailored service plans.
- Explain service offerings clearly, including process and timelines.
- Prepare and send personalized quotes with the sales team.
- Facilitate smooth onboarding for new clients, ensuring clarity on next steps.
- Provide exceptional customer service and address client questions.
- Maintain accurate records of client interactions using the CRM.
Communication SkillsCollaborationCustomer serviceMicrosoft OfficeAttention to detailOrganizational skills
Posted 2024-11-16
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