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 only per role. As a fully remote company, we post to multiple locations. Applying for more than one location could result in receiving multiple communications around a position. Are you thrilled by the idea of assisting entrepreneurs nationwide in achieving their dreams of launching their own businesses? For more than 23 years, Guidant Financial has been committed to empowering entrepreneurs and enhancing the growth of small businesses.. So far, we have distributed an impressive $5 billion in funding, supporting the launch of over 30,000 businesses and generating nearly 100,000 jobs that enrich the economy. 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. At Guidant, we believe in empowering our employees to make a genuine difference for our clients and their own professional paths. Our commitment to ownership is reflected in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting journey towards becoming an ESOP company, further solidifying our dedication to shared accountability and long-term prosperity. 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. 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. 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

• Own a portfolio of strategic EMEA accounts across renewals, expansion, and overall commercial health • Build and maintain account plans aligned to customer priorities, product adoption, and regional compliance needs • Identify opportunities for upsell, cross sell, and broader product adoption within existing customers • Drive strong gross retention and net revenue retention across the assigned book of business • Serve as the primary point of contact for key stakeholders including product, legal, compliance, and technical teams • Build strong relationships that strengthen long term account stability and create paths for expansion • Coordinate closely with internal teams including Integration Engineering, Customer Success, and Legal • Conduct regular account reviews and check ins to ensure customer satisfaction and identify growth opportunities • Partner closely with Integration Engineering and Legal to support successful onboarding and deployment • Maintain momentum from contract signature through launch, adoption, and expansion • Help customers translate regulatory requirements and internal business needs into practical adoption plans • Lead renewal and expansion discussions, including pricing, negotiation, and commercial alignment • Collaborate with new business teams to support deals that require existing customer references • Identify opportunities within accounts for additional product adoption • Maintain strong working knowledge of industry regulations, privacy laws, and compliance requirements relevant to assigned accounts • Maintain clear account visibility, CRM hygiene, and forecast discipline in HubSpot • Stay current on major regulatory and platform developments relevant to youth safety, privacy, and age assurance • Provide structured feedback to Product and Engineering based on customer needs, implementation friction, and regulatory trends

• Drive journalist outreach in coordination with agency partner • Source and develop compelling client and technologist stories for media placement • Monitor and identify trends to pitch our story during timely news moments • Coordinate reporter interviews, follow-up, and media prep for spokespeople • Maintain and organize press kit, reporter database, and placement tracker • Identify and pitch earned opportunities for Andela leaders • Track speaker and podcast pipelines and maintain internal calendar • Coordinate briefing documents and speaker logistics • Collaborate with social media team to repurpose audio/video into social clips and owned content • Manage and grow relationships with media contacts, podcast producers, editors, and industry gatekeepers • Coordinate with internal and external partners, board members, investors, and consultants for warm intros and opportunities for engagements • Support strategic partnership storytelling

• Establish customer relationships and follow up with customers, as needed. • Provide prompt, accurate, and friendly customer service. • Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification • Annual policy reviews • Appointment setting • Promote successful and long-lasting customer relations.