Client Onboarding Specialist

Position Overview:

We are seeking a detail-oriented and customer-focused Client Intake Specialist to join our team. In this role, you will be the first point of contact for potential clients interested in our tax return preparation services, all-in-one accounting services, and tax consultations. You will guide clients through the process, collect necessary information, and provide them with a clear understanding of how we work. Additionally, you will be responsible for conducting Zoom calls with clients, sending quotes, and ensuring a smooth transition into the appropriate service package.

Key Responsibilities:

• Client Consultation: Schedule and conduct Zoom calls with potential clients to discuss their needs regarding tax return preparation, all-in-one accounting services, or tax consultations.
• Information Collection: Gather all necessary information from potential clients to ensure we can provide accurate quotes and create tailored service plans.
• Explain Services: Provide a clear explanation of our service offerings, including the process, timelines, and what clients can expect.
• Quote Preparation: Work closely with the sales team to create and send personalized quotes to clients based on their specific needs.
• Client Onboarding: Facilitate a smooth transition for new clients, ensuring they understand the next steps and feel confident in our services.
• Customer Service: Offer exceptional customer service, answering any questions or concerns clients may have before they commit to our services.
• Record Keeping: Maintain accurate records of client interactions, information collected, and quotes sent using our CRM system (e.g., Pipedrive).
• Collaboration: Work with other teams, including the tax and accounting teams, to ensure a seamless experience for the client throughout the intake and onboarding process.

Requirements

• Skills:
• Strong communication skills, both verbal and written, with the ability to explain complex information in simple terms.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks and client interactions effectively.
• Proficiency with CRM systems (e.g., Pipedrive) and basic office software (e.g., Microsoft Office, Google Suite).
• Comfortable working remotely and managing appointments independently.
• Experience with Zoom or similar video conferencing tools.
• Personality: A friendly, client-first mindset with a passion for providing excellent service and building relationships.
• Experience in the tax, accounting, or financial services industry is a plus.

Benefits

• Work from the comfort of your own home.
• Opportunity for career growth as the firm expands.
• Competitive compensation. $20-$22 an hour depending on experience.