Client Advisor

Job not on LinkedIn

🔥 20 hours ago

🏈 Alabama, Arizona, +15 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌾 Iowa – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $24 - $26 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

1-800Accountant

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

1-800Accountant is a professional accounting service that assists small businesses with a variety of financial tasks, including tax preparation, bookkeeping, payroll, and business entity formation. They offer online consultations with certified public accountants (CPAs) to help clients navigate complex tax codes and maximize their tax savings. With a focus on providing affordable, flat-rate pricing, 1-800Accountant aims to simplify accounting for business owners so they can concentrate on growing their enterprises.

📋 Description

• Serve as the primary point of contact for a portfolio of clients • Guide clients through their full journey with 1-800Accountant and build trusted, long-term relationships • Coordinate service delivery across bookkeeping, payroll, tax, and advisory teams • Track client milestones, usage, and service delivery progress • Identify client risks, blockers, and confusion points and advocate for resolution • Schedule and prepare internal expert appointments, including CPA and bookkeeper appointments • Guide clients in using the platform and promote adoption of tools and features • Understand clients’ businesses, pain points, and goals and tailor support accordingly • Handle escalated client concerns and coordinate solutions • Recognize evolving client needs and route qualified leads to the Business Needs Analyst team • Maintain accurate Salesforce records for interactions, service progress, engagement health, and outcomes • Support pod efficiency reporting and performance monitoring • Lead or assist with client onboarding and platform training • Identify recurring issues and share actionable insights with Product, Operations, and Leadership • Meet or exceed KPIs related to client satisfaction, service delivery efficiency, milestone attainment, and retention • Perform other duties as assigned

🎯 Requirements

• Proven success in a client-facing or account management role • Experience coordinating services across multiple departments or specialties • Understanding of SaaS products, accounting, tax, payroll, or related services is a plus • Experience working in fast-paced SMB environments is strongly preferred • Salesforce or equivalent CRM experience preferred • Bachelor's degree is a plus • Exceptional verbal and written communication • Ability to explain technical or service-specific information in clear, client-friendly terms • Strong interpersonal skills and ability to build long-term, trusted relationships • Organized and detail-oriented with ability to track multiple service workflows • Ability to facilitate smooth handoffs across internal teams • CRM proficiency • Ability to anticipate and resolve client friction points • Excellent time management and multitasking skills • Familiarity with company tools, services, and client workflows • Ability to educate clients on tool usage and maximize platform adoption • Comfort navigating and interpreting bookkeeping, tax, or payroll progress at a high level • Ability to identify service gaps or evolving client needs • Interest in developing a career in tax, accounting, or financial services is highly valued • Must be prepared for increased workload during tax seasons and peak periods • Candidates must be located in AL, AZ, CT, FL, GA, ID, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, or WA

🏖️ Benefits

• Basic Life Insurance and Long-Term Disability • Optional medical, dental, vision, and disability insurance through United Healthcare • Short-Term Disability • Critical Illness Insurance • Accident Insurance • Flexible/Dependent Care Spending • Health Savings Accounts • Pet Insurance • 401K with company match and vesting schedule after 6 months of employment • Paid Time Off (PTO) • Paid sick time • Bereavement leave • Paid company holidays • Work/life balance • Opportunities for internal growth • Flexibility • Access to cutting-edge technology • Fully remote work environment • Overtime eligibility with manager pre-approval