Client Relationship Specialist - Operations

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April 8

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Fred Lundin CPA LLC

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Accounting • Consulting • Fintech

Fred Lundin CPA LLC is a virtually based, forward-thinking CPA accounting and technology consulting firm focused on enabling organizational success through strategic business initiatives. Established in 2019, the firm has assisted numerous individuals and businesses with tailored services including accounting, bookkeeping, tax planning, and digital marketing. Their team emphasizes a client-centered approach, innovative technology integration, and long-term relationships, ensuring that clients receive comprehensive support to meet their financial and operational goals.

0 - 1 employees

Founded 2018

💳 Fintech

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ 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.