Serve as primary client contact, manage onboarding/offboarding, maintain CRM records, schedule meetings, handle client communications, streamline internal processes, manage digital files, support invoicing and basic tech troubleshooting.
This is a remote position.
Remote Client Relationship Specialist & Operations Ninja for Fred Lundin CPA
About Fred Lundin CPA:
Fred Lundin CPA is a dynamic and client-focused accounting practice committed to providing exceptional financial services and building strong, lasting relationships with clients. We leverage technology and a proactive approach to deliver value and peace of mind to businesses and individuals. We foster a collaborative and supportive work environment, even in our remote-first setup.
About the Role:
We are seeking a highly organized, proactive, and personable Remote Client Relationship Specialist & Operations Ninja to be the backbone of our client interactions and internal efficiency. This hybrid role requires a unique blend of exceptional client communication skills and a knack for streamlining processes and ensuring smooth day-to-day operations. You will be instrumental in nurturing client relationships, providing outstanding support, and optimizing our internal workflows.
Client Relationship Management:
- 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.
- Assist with scheduling client meetings and managing calendars.
- Gather necessary client information and documentation accurately and efficiently.
- Follow up with clients to ensure satisfaction and address any concerns.
- Maintain accurate and up-to-date client records in our CRM system.
- Assist in preparing client communications, presentations, and reports.
Operations & Administrative Support:
- 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.
- Coordinate with internal team members to ensure smooth information flow and collaboration.
- Manage and order office supplies and ensure efficient resource management.
- Assist with invoicing and payment tracking.
- Troubleshoot basic technical issues and escalate as needed.
- Identify opportunities for process improvement and implement solutions.
- Assist with other administrative tasks as needed to support the smooth operation of the practice.
Requirements
Qualifications:
- 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.
- A proactive and positive attitude with a strong work ethic.
- 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.
Personal Attributes:
- Highly organized and detail-oriented.
- Excellent interpersonal and relationship-building skills.
- Proactive and self-motivated.
- Strong problem-solver with a can-do attitude.
- Ability to maintain confidentiality.
- Adaptable and flexible.
- A team player with a collaborative spirit.
Benefits
- Competitive compensation commensurate with experience.
- Flexible remote work environment.
- Opportunity to work directly with the Principal CPA and contribute significantly to the growth of the practice.
- Potential for professional development and growth.
- Collaborative and supportive work culture
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