Client Excellence Coordinator

Red Bike Advisors•Wilmington, NC

1d•Remote

About The Position

We are a 100% virtual tax & accounting firm with team members located all over the United States and headquarters in Wilmington, NC. We provide accounting, tax strategy & filing, financial advisory, tax controversy & resolution, and fraud & forensic investigation services to business and individual clients. We’re on a mission to equip our clients with finance and tax insights that create exponential value for their companies, customers, employees, and families. Our team are A-players who execute on this vision every day and have a passion for delivering value to clients. Our innovative culture includes remote work, flexible schedule, job-sharing, an autonomous yet collaborative work environment focused on KPIs and culture, and health insurance and 401(k) matching. We are seeking a Client Excellence Coordinator to join our growing team and help drive this mission forward. As a CEC, you will ensure a seamless client experience through the lifecycle of the relationship, and set the tone of our commitment to proactive and timely client communications. Team members who thrive at our firm have impressive time management skills, are self-starters, take pride in the quality of their work, and most importantly, put the client experience front and center. Position Objective A successful Client Excellence Coordinator will create an exceptional experience both for the professional team and clients, while focusing on efficient and effective internal workflow. The CEC is the ultimate conductor to keeping workflow operations organized, efficient, and smooth. Day to day, you will provide support administrative assistance to the professional team, which includes serving as the primary point of contact for client relationships, making & returning phone calls, identifying, requesting, and sorting documents, organizing workflow schedules, and whatever else it takes to help your team be more productive and clients feel valued. As such, it is important to be personable, professional, and helpful when working in this position.  You will carry out this role with a goal of complete satisfaction. The ultimate objective is to keep people, projects and processes operating at peak efficiency and clients happy and well cared for.

Requirements

Relevant Vocational or Tertiary qualifications will be considered. These could include relevant certificates and/or qualifications in administration, customer service, business management, business and information technology, or software specific to tax and accounting.
Familiarity with a variety of software applications, such as Microsoft Office, project management software, QuickBooks Online, Double, Gusto, Bill.com, and the ability to quickly learn new programs.

Nice To Haves

Prior experience in bookkeeping and customer service a plus

Responsibilities

Client Communications and Experience: Build rapport with clients by engaging with them in an inviting, friendly, and professional manner, to deliver exceptional experiences and nurture lasting relationships
Own first-level client relationships as their primary and trusted point of contact: If you don’t know the answer, you’ll get it for them
Respond quickly, professionally, and accurately to all inquiries regarding appointments, assistance, work in, invoicing, payments, status requests, questions, complaints, feedback, etc.
Proactively touch base with clients regarding projects in process, delays, good news, or simply check-ins to maintain the relationship and uncover additional ways to add value.
Research information using available resources, including team members, to satisfy client inquiries
Build and strengthen client relationships by consistently delivering value and prioritizing both proactive and responsive communications
Translate “accounting” into “business owner speak”
New Client Onboarding: Participate in new client kickoffs and run new client onboarding and setup after handoff from the salesperson
Set up additional services including payroll, bill pay, etc.
Ensure all team members have the background they need for a successful handoff in tax, accounting, and advisory
Own new client onboarding KPIs
Client Documents and Information: Pull client financial information from various sources, including payroll, third party payment processors, banks, QuickBooks, etc. in order to process books or tax
Request additional information and documentation from clients that we can’t get ourselves
Monitor client portals for submitted information, communicate missing information to clients and follow up consistently
Keep accurate and up-to-date client information and records
Own your clients’ Client Master Information Sheet and ensure it’s always up to date with data, business and personal pain points and goals, etc.
Workflow and Process: Prioritize, manage and complete of all daily, weekly and monthly responsibilities relating directly the Client Excellence Coordinator role
Schedule annual work to meet client needs, meet or exceed internal deadlines, and achieve efficient resource management
Plan and orchestrate work to ensure the workflow priorities are met, organizational goals are achieved, and best practices are upheld
Manage scheduling for professional team in relation to workflow tasks
Provide support to the Fulfillment Manager and professional team as directed to ensure that company goals and objectives are accomplished, and operations run efficiently
Prepare extensions as needed
Prepare 1099s, Business Property Tax Listings, and Annual Reports as needed
Coordinate tax filings: Print tax documents and once signed, make completed documents visible to clients
Coordinate financial reports: Share completed “Know Your Numbers” financial reports with clients
Pitch in and help other team members as needed
Deal with client tax office correspondence, including forwarding as required
Log of each job on the electronic and visual workflow system
Collate and prepare workpapers for tax
Prepare the first draft of a job budget
Monitor tax due dates and advising clients of such
Continuous improvement: Identify and help execute on opportunities to improve team and client communication, processes, efficiency, and collaboration
Identify additional client service opportunities (such as advisory, tax strategy, or monthly accounting) and bring to manager
Identify technology that will improve efficiency and accuracy