Retail Specialist
Cellairis, Laredo, TX, United States
Role Summary
As a
Client Relations Specialist , you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.
This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross‑functionally with internal teams while ensuring clients feel supported, informed, and set up for success.
What You’ll Be Doing
Lead onboarding meetings and guide clients through their service setup and expectations
Educate clients on accounting best practices and software (e.g., QuickBooks Online)
Support technical setup including bank feeds, integrations, payroll imports, and account connections
Manage client communications, answering questions related to accounting, services, pricing, and processes
Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
Proactively manage client workflows and timelines to ensure a smooth onboarding experience
Resolve client issues and prevent escalations through strong problem‑solving and communication
Collaborate with internal teams to coordinate client needs and improve processes
Build a strong understanding of small business operations across various industries
What Makes You Successful
You can simplify complex topics for clients
You stay organized and proactive in a fast‑paced environment
You take ownership of client experience and outcomes
You’re comfortable working independently while collaborating with a team
Requirements
Must be 18 years of age
3+ years of client service experience handling complex requests
1–3 years of bookkeeping experience (multi‑client environment preferred)
Robust understanding of small business accounting and tax services
Proficiency in QuickBooks Online (certification preferred)
Excellent communication skills—both written and verbal
Robust organizational skills with the ability to manage multiple clients at once
Critical thinking, problem‑solving, and attention to detail
Proficiency with Microsoft Office tools (Excel, Outlook, Teams)
Additional Requirements
Must pass a background check
Must meet work‑from‑home requirements to qualify
Complete continuing education based upon current certifications
Our Values Adaptability:
Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
Connection:
Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
Excellence:
You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Our People are Vital to Our Success:
Join a team of intelligent, imaginative, and highly motivated individuals.
Growing Together:
Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Wellness at its Best:
Enjoy top‑notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
Flexible Work Arrangements:
Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
An Amazing Culture:
Experience Guidant's award‑winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
Empowering Equity and Inclusion:
Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
This is a fantastic opportunity to work from the comfort of your own home!
We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The annual salary for this position is $60,000
Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications regarding a position.
#J-18808-Ljbffr
Client Relations Specialist , you’ll be the primary point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You’ll lead client meetings, coordinate workflows, and help clients understand both the technical setup and ongoing services we provide.
For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses. We aim to inspire and empower you just as we do for the entrepreneurs we assist, allowing you to make a meaningful impact on their success and your own career path.
This role blends customer experience, accounting knowledge, and operational coordination—requiring clear communication, attention to detail, and the ability to manage multiple clients at once. You’ll work cross‑functionally with internal teams while ensuring clients feel supported, informed, and set up for success.
What You’ll Be Doing
Lead onboarding meetings and guide clients through their service setup and expectations
Educate clients on accounting best practices and software (e.g., QuickBooks Online)
Support technical setup including bank feeds, integrations, payroll imports, and account connections
Manage client communications, answering questions related to accounting, services, pricing, and processes
Help clients navigate product changes, including upgrades, downgrades, and billing adjustments
Proactively manage client workflows and timelines to ensure a smooth onboarding experience
Resolve client issues and prevent escalations through strong problem‑solving and communication
Collaborate with internal teams to coordinate client needs and improve processes
Build a strong understanding of small business operations across various industries
What Makes You Successful
You can simplify complex topics for clients
You stay organized and proactive in a fast‑paced environment
You take ownership of client experience and outcomes
You’re comfortable working independently while collaborating with a team
Requirements
Must be 18 years of age
3+ years of client service experience handling complex requests
1–3 years of bookkeeping experience (multi‑client environment preferred)
Robust understanding of small business accounting and tax services
Proficiency in QuickBooks Online (certification preferred)
Excellent communication skills—both written and verbal
Robust organizational skills with the ability to manage multiple clients at once
Critical thinking, problem‑solving, and attention to detail
Proficiency with Microsoft Office tools (Excel, Outlook, Teams)
Additional Requirements
Must pass a background check
Must meet work‑from‑home requirements to qualify
Complete continuing education based upon current certifications
Our Values Adaptability:
Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way.
Connection:
Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself.
Excellence:
You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better.
Our People are Vital to Our Success:
Join a team of intelligent, imaginative, and highly motivated individuals.
Growing Together:
Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles!
Wellness at its Best:
Enjoy top‑notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect.
Flexible Work Arrangements:
Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment.
An Amazing Culture:
Experience Guidant's award‑winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events.
Empowering Equity and Inclusion:
Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support.
This is a fantastic opportunity to work from the comfort of your own home!
We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The annual salary for this position is $60,000
Please apply to only one location per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications regarding a position.
#J-18808-Ljbffr