ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 

• Manage and develop strong client relationships with multiple clients
• Act as a liaison between various departments to fulfill the needs and expectations of our clients
• Responsible for understanding and education of all offerings and services
• Service incoming client calls regarding completion times, billing, and explanation of services performed
• Place outbound calls to clients in an effort to obtain additional information necessary to fulfill clients’ service agreements 
• Provide technical software support to clients and learn various software programs 
• Testing of new proprietary software prior to client release 
• Resolution of outstanding Accounts Receivable issues – outstanding invoices, unpaid prepayments, and credit card discrepancies
• Set appointments and continuing education sessions with CPAs and end clients for sales team
• Draft agreements and provide general sales support for sales team as needed

MINIMUM JOB QUALIFICATIONS/EXPERIENCE

• Excellent communication and interpersonal skills 
• Detail oriented
• Strong problem solver with the ability to think critically, gather data, analyze information and prepare reports
• Able to multi-task to accomplish workload efficiently
• Strong documentation skills and the organization of client information 
• Proficient utilizing Microsoft Office products such as Outlook, Word and Excel 
• Ability to self-manage