Client Relationship Specialist & Operations Ninja
New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- Project ManagementMicrosoft ExcelMicrosoft OfficeHubSpot
Requirements
- Proven experience (2+ years) in a client-facing role, preferably in a professional services environment (accounting, legal, financial services).
- Exceptional written and verbal communication skills, with a professional and empathetic demeanor.
- Strong organizational skills and meticulous attention to detail.
- Excellent time management and prioritization abilities, with the capacity to manage multiple tasks simultaneously.
- Proficiency in using CRM software (e.g., HubSpot, Zoho CRM), project management tools, and Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and proactively in a remote environment.
- Strong problem-solving skills and a resourceful approach to challenges.
- Comfortable with technology and a willingness to learn new tools.
- Experience with accounting software or familiarity with accounting processes is a plus.
- Experience working in a fully remote environment is highly desirable.
Responsibilities
- Serve as a primary point of contact for clients, building rapport and fostering strong, long-term relationships.
- Proactively communicate with clients regarding deadlines, information requests, and updates.
- Respond promptly and professionally to client inquiries via phone, email, and other communication channels.
- Coordinate client onboarding and offboarding processes, ensuring a seamless experience.
- Maintain accurate and up-to-date client records in our CRM system.
- Develop and maintain efficient internal processes and workflows.
- Manage and organize digital files and documents.
- Assist with project management, tracking deadlines and ensuring timely completion of tasks.
- Assist with invoicing and payment tracking.
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