Job 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.
Client Relationship Management:
Serve as a primary point of contact for clients, building rapport and fostering strong, long-term relationships.
Proactively communicate with clients regarding deadlines, information requests, and updates.
Respond promptly and professionally to client inquiries via phone, email, and other communication channels.
Coordinate client onboarding and offboarding processes, ensuring a seamless experience.
Assist with scheduling client meetings and managing calendars.
Gather necessary client information and documentation accurately and efficiently.
Follow up with clients to ensure satisfaction and address any concerns.
Maintain accurate and up-to-date client records in our CRM system.
Assist in preparing client communications, presentations, and reports.
Operations & Administrative Support:
Develop and maintain efficient internal processes and workflows.
Manage and organize digital files and documents.
Assist with project management, tracking deadlines and ensuring timely completion of tasks.
Coordinate with internal team members to ensure smooth information flow and collaboration.
Manage and order office supplies and ensure efficient resource management.
Assist with invoicing and payment tracking.
Troubleshoot basic technical issues and escalate as needed.
Identify opportunities for process improvement and implement solutions.
Assist with other administrative tasks as needed to support the smooth operation of the practice.
Requirements
Qualifications:
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.
Personal Attributes:
Highly organized and detail-oriented.
Excellent interpersonal and relationship-building skills.
Proactive and self-motivated.
Strong problem-solver with a can-do attitude.
Ability to maintain confidentiality.
Adaptable and flexible.
A team player with a collaborative spirit.
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
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.