Client Experience Coordinator - Administrative Assistant

Life balance for you and making a positive impact in our clients’ lives are some of our top core values! If these match yours too, please read on about this exciting role at Lange Accounting & Financial Services!

Position Overview:
The Client Experience – Administrative Assistant will be the first point of contact for clients and prospects and will be an integral part of the overall client experience for a portfolio of small business clients, ensure seamless onboarding, and communication with our firm. This role is crucial in establishing and nurturing client relationships. The ability to learn and leverage technology will help you succeed in this role.

Key Responsibilities:

Accounting Support:

· Maintain billing for client services and collection of fees.

· Update our internal QBO file

Administrative Support:

· Main point of contact for client questions.

· Work closely with the CPA firm owner on scheduling meetings and email communications.

· Project management software maintenance.

Client Onboarding and Marketing Support:

· Client contact for initial inquiries about our firm and the services we provide.

· Continued point of contact for client experience and connection to our firm’s software and services.

· Maintain and manage the CRM software (Keap) to track leads and stages in the onboarding process for new clients.

· Maintain client database and CRM software to ensure information is accurate and up to date.

· Coordinate the onboarding process for new clients, ensuring a smooth transition and positive first experience.

· Communicate firm policies, expectations and services clearly to new clients, setting the foundation for long-term success.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Associate or Bachelor's degree preferred in Business, Marketing or a related field.
• 1 years of experience in an administrative/customer service/office management role within the last 2 years. Experience working at a CPA firm is a huge plus.
• Experience with using software such as QuickBooks Online, Outlook, and Adobe a must. Familiarity with marketing automation and client engagement strategy software is a plus.
• Willingness to adapt and learn about new technologies.
• Strong communication skills, both written and verbal, and organizational and time management skills with excellent attention to detail are a must.
• Ability to work independently, prioritize tasks and meet deadlines in a fast-paced environment.
• Positive, team-oriented mindset and passion for helping others succeed are a must.

Why Join us?

Lange Accounting & Financial Services is intentional about work-life balance. Crazy tax seasons hours are a thing of the past. We balance the workload throughout the year in a controlled flow to give the quality of life we love with family and friends yet provide an environment for professional challenge and growth!

• Compensation is a combination of base pay bonuses throughout the year.
• Opportunity to be part of team serving small businesses and families to help them better understand their personal finances and grow their businesses and communities.
• Professional growth and development opportunities.
• 401k and employer match/profit sharing available after 1 year of Full-time service.
• PTO of 2 weeks available for part-time team members based on average working hours.
• Health Insurance available – full time employee status.
• Flexible work arrangements, including part time in the office and hybrid options.

If you’re looking to join a team that values life balance, cares about client service, is skilled in outsourced accounting, and are ready to build trusted client relationships, we’d love to hear from you! We work with amazing business owners to help them build their businesses to fit their desired life balance too! Please submit your resume and cover letter to Info@LangeAccounting.com.

Lange Accounting & Financial Services is an equal-opportunity employer.

Job Types: Full-time, Part-time

Pay: $24.00 - $32.00 per hour

Expected hours: 20 – 30 per week

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• Day shift
• No weekends

Application Question(s):

• Do you have experience with Quickbooks Online and CRM Softwares?

Education:

• Associate (Preferred)

Experience:

• Customer service: 1 year (Required)

Ability to Relocate:

• Franklin, TN 37064: Relocate before starting work (Required)

Work Location: Hybrid remote in Franklin, TN 37064

Salary : $24 - $32