Key skills
Customer Success
About this role
Role Overview
- Act as the main point of contact for client inquiries via phone, email, and chat
- Coordinate internally to resolve any issues promptly
- Handle client concerns urgently and efficiently
- Lead clients through a seamless onboarding process
- Prepare proposals for new and existing clients and manage renewals
- Audit service processes to ensure adherence to best practices
- Work closely with internal teams to meet and exceed client expectations
Requirements
- Advanced level of English & Spanish
- Prior experience in customer service or customer success roles
- Bachelor’s degree in Administration, Finance, Accounting, or related field
- Prior client-facing experience in accounting, tax, finance, or consulting firms
- Basic familiarity with financial statements, accounting reports, or tax documents
- Experience using HubSpot is a plus
- Intermediate Google Apps & Microsoft Office skills (Outlook, Word, Excel, and PowerPoint)