Client Success Onboarding Specialist

6 days ago

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1-800Accountant

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1-800Accountant is a professional accounting service that assists small businesses with a variety of financial tasks, including tax preparation, bookkeeping, payroll, and business entity formation. They offer online consultations with certified public accountants (CPAs) to help clients navigate complex tax codes and maximize their tax savings. With a focus on providing affordable, flat-rate pricing, 1-800Accountant aims to simplify accounting for business owners so they can concentrate on growing their enterprises.

Small Business Accounting • Tax Preparation • Tax Planning • Bookkeeping • Payroll

201 - 500 employees

Founded 1999

🤝 B2B

💸 Finance

📋 Description

• Complete onboarding calls and onboarding activities for all 1800Accountant clients with Advisory services. • Work cross-functionally to ensure successful onboarding of all new clients. • Fully understand the platform, its functionality, and best practices. • Support training engagements and successful onboarding tasks; track progress and provide reporting in Salesforce. • Understand the clients business needs and build a relationship to create value and satisfaction with our services. • Ensure client engagement, platform adoption, and increased utilization for clients in their first 30 days based on the completion of client milestones. • Meet and exceed established Client Performance metrics and KPIs. • Identify challenges impacting multiple clients, forecast trends, and communicate findings to the product team for consideration. • Proactively monitor client activity, usage, and satisfaction; offer solutions before issues occur. • Handle escalated issues; understand and synthesize challenges and communicate with internal teams for efficient resolution. • Offer solutions to pain points related to usage and find opportunities for clients to leverage the platform to expand their business.

🎯 Requirements

• Proven success in onboarding new clients, tracking client performance, and client relationship management. • Deep understanding of SaaS products and client-facing service deliverables. • Firm understanding of SMB accounting, payroll, and bookkeeping services, a plus. • Bachelors / 4-year degree, a plus. • Salesforce CRM experience, a plus. • Experience in an SMB environment is a plus. • Experience in working remotely and developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices. • Designated work space free from noise, computer with updated version & capacity , good quality of noise cancelling headset. • Tech Savvy. • Internet Speed should be at least 20mbps both for upload & download. • Work under Time Tracker.