Client Relationship Manager (CRM)

Client Relationship Manager (CRM)

Location: Remote

Type: Full time/Part-Time

About Us: The Tax Team is dedicated to providing exceptional financial services to our diverse clientele. We pride ourselves on fostering a collaborative and supportive environment where our clients’ financial health and growth are our top priorities. We are looking for a dynamic and personable Client Relationship Manager (CRM) to join our team.

Role Overview: As a Client Relationship Manager (CRM) at The Tax Team, you will play a crucial role in maintaining and nurturing client relationships. Your primary focus will be on client communication, ensuring their needs are met, and facilitating a smooth and pleasant experience. While you will need a solid understanding of bookkeeping and accounting principles, your role will not involve performing bookkeeping tasks. Instead, you will leverage your knowledge to provide insightful support and guidance to our clients.

Key Responsibilities:

Client Communication: Act as the primary point of contact for clients, managing all communication through phone calls, video calls, and emails.
Relationship Building: Develop and maintain strong relationships with clients, understanding their unique needs and ensuring their satisfaction with our services.
Client Onboarding: Guide new clients through the onboarding process, ensuring they understand our services and how to access them.
Support: Provide clients with support and advice on financial matters, leveraging your knowledge of bookkeeping and accounting.
Report Delivery: Ensure clients receive timely and accurate financial reports, explaining the details as necessary.
Problem Solving: Address and resolve any client issues or concerns promptly and professionally.
Feedback Collection: Gather client feedback to help improve our services and client experience.
Collaboration: Work closely with our accountants and other team members to ensure client needs are met and exceeded.
Qualifications:

Experience: Proven experience in a client-facing role, ideally within the financial services industry.
Knowledge: Strong understanding of bookkeeping and accounting principles.
Communication Skills: Excellent verbal and written communication skills. Comfortable making phone calls and conducting video calls.
Interpersonal Skills: Ability to build and maintain strong relationships with clients. Must be very relational and personable.
Problem-Solving Skills: Ability to address client concerns effectively and efficiently.
Cultural Fit: US-based with a good understanding of cultural nuances to connect with clients and get their jokes.
Tech-Savvy: Comfortable using various software tools and platforms. Experience with financial software is a plus.
Organizational Skills: Highly organized with excellent time management skills.
Why Join Us:

Work with a supportive and dynamic team.
Opportunity to make a significant impact on our clients’ financial well-being.
Flexible, remote work environment.
Competitive compensation.
How to Apply: If you are passionate about client relationships and have a solid understanding of bookkeeping and accounting, we would love to hear from you. Please submit your resume, a brief cover letter, and a 2-minute video explaining why you are the perfect fit for this role.

The Tax Team is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We look forward to meeting you and exploring how you can contribute to our team!