Solvo Global
501 - 1000 employees
⚖️ Legal
📦 Logistics
💼 Consulting
Legal • Logistics • Consulting
Solvo Global is a leading remote talent solutions provider that matches businesses with experienced nearshore professionals across multiple functions. They handle sourcing, screening, hiring, onboarding and training, offering dedicated remote teams for accounting, back office, collections, customer service, healthcare recruiting, legal, logistics, sales, and staffing. Solvo combines human talent with AI-powered business tools to streamline processes like appointments, card payments, password resets, order look-up, bank reconciliations, and data entry, and emphasizes flexible, cost-effective staffing without long-term contracts.
Client Success Specialist
🔥 1 minute ago
🗣️🇪🇸 Spanish Required
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Solvo Global
501 - 1000 employees
⚖️ Legal
📦 Logistics
💼 Consulting
Legal • Logistics • Consulting
Solvo Global is a leading remote talent solutions provider that matches businesses with experienced nearshore professionals across multiple functions. They handle sourcing, screening, hiring, onboarding and training, offering dedicated remote teams for accounting, back office, collections, customer service, healthcare recruiting, legal, logistics, sales, and staffing. Solvo combines human talent with AI-powered business tools to streamline processes like appointments, card payments, password resets, order look-up, bank reconciliations, and data entry, and emphasizes flexible, cost-effective staffing without long-term contracts.
📋 Description
• Ser el punto de contacto administrativo principal para los clientes vía telefónica, correo y reuniones virtuales. • Gestionar calendarios, agendar consultas y coordinar seguimientos. • Apoyar en la incorporación de nuevos clientes, recolección de documentos, formularios de admisión y seguimiento de pendientes hasta su recepción. • Mantener registros precisos de los clientes en sistemas de gestión de la práctica, coordinando la comunicación interna entre los equipos de contabilidad y asesoría. • Colaborar con el seguimiento de facturas, recordatorios de pago y control de cuentas por cobrar (AR).
🎯 Requirements
• Mínimo 2 años de experiencia en soporte administrativo o de atención al cliente en firmas de CPA, prácticas de impuestos o servicios contables basados en EE. UU. • Comprensión sólida de los flujos de trabajo de una firma contable, plazos clave con clientes y procesos de recaudación de documentos. • Dominio excepcional del inglés. • Dominio de Microsoft Office, Zoom y familiaridad con plataformas de gestión o CRM (QuickBooks Online, TaxDome, Karbon, Canopy, etc.). • Licenciatura en Contabilidad, Administración de Empresas o Finanzas, así como experiencia previa en áreas de éxito del cliente (client success).
🏖️ Benefits
• No especificados
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