Client Experience Administrator

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40 minutes ago

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Puzzle 🧩🚀

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Finance • SaaS • Fintech

Puzzle 🧩🚀 is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks.

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

📋 Description

• Organize and schedule appointments. • Write and distribute emails, corresponding memos, and documentation in appropriate HRIS systems. • Provide general support to sales organization with client onboarding needs. • Maintain contact lists. • Assist in the preparation of regularly scheduled reports. • Liaison with sales organization and service teams to handle onboarding of new clients and external communications. • Utilize Microsoft Office Suite to communicate through email, create agendas in PowerPoint, etc. • Perform other duties and responsibilities as assigned.

🎯 Requirements

• Proficient in MS Office Suite (MS Excel, MS Outlook, MS PowerPoint, in particular). • Excellent time management skills and the ability to prioritize work. • Attention to detail and problem-solving skills. • Excellent written and verbal communication skills. • Ability to learn additional software, such as HubSpot and Monday.com. • Basic understanding of clerical procedures and systems such as recordkeeping and filing. • Ability to work independently and collectively across the organization.