Guidant Financial

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MOThe wage for this position is between $57,000 - $62,000 annually. Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company?&nbsp; We have a bold vision of increasing the number of people who succeed in small business. &nbsp;To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy.&nbsp; We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers. &nbsp;Our ValuesAdaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along. Connection: Connection is important. You lift others up because when they grow you grow. Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.The RoleGuidant financial is currently looking for a remote Client Relations Specialist. With moderate autonomy, this role will support the Bookkeeping and Tax Services department by coordinating various client communications, department workflows and processing responsibilities.What You’ll Be Doing<ul> <li>Lead communication process with clients. Triage and answer technical accounting, product, pricing, and process questions with varying complexity</li> <li>Manage and prevent client escalations leveraging customer services and problem-solving skills with technical and product knowledge</li> <li>Effectively guide clients through product changes (upgrades or downgrades in service offerings) and follow up on resolutions</li> <li>Prepare and explain add-on billing charges</li> <li>Process client terminations</li> <li>Deliver high quality bookkeeping and tax service to a portfolio of clients of different sizes in multiple industries</li> <li>Understand client business models to support with products, processes, and client relations</li> <li>Advise on client communication and best practices</li> </ul>Additional Functions<ul> <li>Support Maintenance, onboarding, and tax teams with phones or email, as needed</li> <li>Contribute to department and team projects</li> <li>Performs other duties as required</li> </ul>Requirements<ul> <li>Must be 18 years of age or older </li> <li>Bachelor’s degree in Business, Accounting, or Finance or equivalent experience required</li> <li>Proficient knowledge of QuickBooks Online (QBO)/Certification highly desired </li> <li>3 years of progressive bookkeeping experience in a multi-client environment </li> <li>3 years of client servicing experience handling tasks of various complexity for small business owners</li> <li>Understands small business accounting and tax services</li> <li>Superior verbal (phone) and written communicator who knows how read their audience</li> <li>Excellent working knowledge of Microsoft suite including Excel, Outlook and Teams</li> <li>Skills in problem solving, process improvement, critical thinking, prioritization</li> <li>Ability to work in an autonomous environment where you can be a self-directed, independent worker </li> <li>Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen</li> </ul>&nbsp;Other Requirements<ul> <li>Must pass a background check</li> <li>Must meet work from home requirements to qualify </li> <li>Complete continuing education based upon current certifications</li> </ul>For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet. &nbsp;Benefits<ul> <li> Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people</li> <li> When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles! &nbsp;&nbsp;</li> <li> Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays. </li> <li> Flexible Work Arrangements: Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment. </li> <li> Awesome Culture: &nbsp;Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events. </li> <li> Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported. </li> </ul>&nbsp;This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MOThe wage for this position is between $57,000 - $62,000 annually. &nbsp;