Serving as the primary point of contact for clients, the full-time Client Advisor will coordinate support across tax, bookkeeping, payroll, and advisory services, ensuring a high-touch experience while working remotely. Key responsibilities: Act as the single, consistent contact for a portfolio of clients, guiding them through their journey and building trusted relationships Orchestrate service delivery across internal teams to ensure timely and seamless client support Proactively track client milestones and service delivery, addressing any issues to enhance client satisfaction and efficiency Required qualifications: Proven success in a client-facing or account management role Experience coordinating services across multiple departments or specialties Understanding of SaaS products, accounting, tax, payroll, or related services is a plus Salesforce or equivalent CRM experience preferred Bachelor's degree is a plus
Client Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.