Part Time Client Onboarding Specialist

Position Overview :

We are seeking a part time 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

Benefits

Salary : $41,600 - $45,760