1-800 Accountant Seasonal Customer Success Associate in New York, New York
Led by our CEO who was voted one of the country's 50 best CEO's in the United States by Glassdoor, 1800Accountant is the country's largest virtual accounting firm serving over 40,000 clients.
1-800Accountant is changing the way business owners think about accessing accounting services. Our team based model allows our members to utilize unlimited advisory services with well seasoned Enrolled Agents and CPA's across the country. From entity selection to individual and business returns our clients are guided by top professionals and receive hands on service.
Located in Midtown Manhattan, our staff is a diverse team of seasoned and growing career accountants.
We are looking for a seasonal Customer Success Associates to accommodate the needs of our growing client base and bridge the gap between our Sales team and Fulfillment team. Customer Success proves to be a pivotal moment in our client life cycle as it is the first time experiencing the product and service for themselves. Success in this role builds the foundation for long-lasting and successful client relationships.
Core Duties & Responsibilities would include:
Provide expert-level support to customers about the 1-800Accountant product offering and advisory service.
Offer platform support and introduction to the client portal.
Work closely with the Sales and Fulfillment teams to ensure smooth and continuous service between phases of the customer life cycle.
Sets client meetings via telephone for the tax accountants.
Preparation of client?s financial statements, as well as bookkeeping and payroll as required.
Creatively solve problems, organize, and streamline complex issues to ensure the success of the client on the platform
As a part of our CSM team, you will maintain relationships with your client base throughout the life cycle of the subscription and renewal process
Assists internal accountants with collection and filing of client information.
Research and follow-up on sales, property, quarterly, and all other related tax questions.
Skills and Experience:
Bachelor's degree in Communications, Business Administration or other related field
1-2 years of professional experience in customer or client service
Industry experience in accounting, finance and HR is a plus
Must be proficient in the use of business office applications including spreadsheets.
Excellent organizational, written and verbal communication skills
Strong attention to detail with ability to manage competing priorities and multitask
Ability to work as part of a team and be resourceful and adaptable
Aptitude for learning new products and subject matter, and helping others learn as well
We expect that all of our team members will be super tech savvy and eager to share their knowledge