Job Closed
This listing is no longer active.
Helping small business owners get financing to start, buy or grow a business.
Client Relations Specialist
Location
Minnesota
Posted
93 days ago
Salary
0
Seniority
Mid Level
Job Description
Client Relations Specialist
Guidant Financial
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
Job 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)
- Robustunderstanding 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
- For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of:
- A designated workspace (such as a home office) where you can concentrate and be productive.
- Reliable high-speed internet to ensure seamless communication and collaboration.
Benefits
- Ownership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term success.
- 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 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 posit
Related Guides
Related Job Pages
More Account Manager Jobs
• Full responsibility for key accounts in the drugstore channel, including full customer P&L. • Independently conduct annual pricing and business review meetings. • Strategically develop customers and successfully implement KoRo’s growth and assortment strategy. • Analyze market, sales and customer data to drive revenue and identify potential growth opportunities. • Continuously plan and manage demand volumes to ensure high product availability. • Work closely with cross-functional teams, especially Operations, Product Development, Sales Coordination and Management.
• Du übernimmst die volle Verantwortung für EDEKA als zentralen Key Account sowie weitere regionale Kund:innen inklusive Umsatz- und Profitabilitätsverantwortung und führst eigenständig Preis-, Konditions- und Jahresgespräche • Du entwickelst deine Kund:innen strategisch auf zentraler und regionaler Ebene weiter und sorgst für die erfolgreiche Umsetzung der KoRo Wachstums- und Sortimentsstrategie • Du analysierst Markt-, Absatz- und Kund:innendaten und leitest daraus klare Maßnahmen zur Umsatz- und Potenzialentwicklung ab • Du planst und steuerst Nachfragemengen kontinuierlich, um eine hohe Warenverfügbarkeit sicherzustellen • Du arbeitest eng mit Vertriebsinnendienst, Field Force und weiteren internen Schnittstellen zusammen und bringst aktiv Impulse zur Weiterentwicklung unserer Prozesse ein
Role Description Philip J. Boren is looking for a passionate, organized, and driven individual to join our skilled team as an E-Commerce Account Manager. In this role, you’ll be at the forefront of managing assigned accounts and delivering results. You will focus on building strong relationships and taking ownership of client inputs to ensure exceptional client experience and sales growth. With a strategic and tactical mindset, you’ll dive into activities like: - Account strategy development - Forecasting - Pricing strategy and implementation - Marketing initiatives - Content creation and optimization - Catalog management - Negotiations - KPI reporting The E-Commerce Account Manager will be supported by internal resources such as site merchandisers, content creation specialists, marketing specialists, data scientists, and operations specialists. Qualifications - Excellent organizational skills with the ability to simultaneously manage multiple competing priority projects - Excellent written and verbal communication skills, including presenting to senior leadership - Strong sense of urgency, attention to detail, and consistent follow-through - Ability to prioritize workload in an ever-changing, ambiguous environment - Ability to learn and deep dive into business metrics to drive action - Proficient in Microsoft Office programs including advanced Excel skills - Desire to test and learn new tools, technologies, and sales strategies - Self-motivated and goal-oriented Requirements - Bachelor’s degree in business, statistics, mathematics, finance, computer science or equivalent - 3+ years of industry experience in E-commerce account management - 3+ years of Amazon.com Vendor Central and/or Seller Central experience required - Prior experience working with or at Amazon, Walmart.com, or Wayfair is highly preferred - In-depth working knowledge of E-commerce online selling portals (Amazon.com, Wayfair.com, Overstock.com, Walmart.com) required - Online marketing or branding experience Benefits - Competitive base salary - Comprehensive benefits package - PTO & Paid Holidays - Voluntary vision, life, and long-term disability insurance - 401K with company match - Remote and hybrid working options available - Flexible work schedules Physical Requirements - Prolonged periods of sitting and/or standing at a desk and working on a computer for a full day with occasional breaks - Sitting and/or standing in front of the computer with a camera on for several hours daily for conference calls - Ability to work in the office for in-person meetings with clients and travel to client meetings outside the office, as needed - Must be able to lift 15 pounds at times
Client Relations Specialist
Guidant FinancialHelping small business owners get financing to start, buy or grow a business.
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

