Client Intake Specialist

Summary

Join our team as a Client Intake Specialist and be the first point of contact for potential clients interested in our tax and accounting services. You will guide clients through the process, collect necessary information, and provide clear explanations of our services. Responsibilities include conducting Zoom calls, preparing quotes, and ensuring a smooth client onboarding experience. You will need strong communication and organizational skills, proficiency with CRM systems, and experience with video conferencing tools. A friendly, client-focused attitude is essential. We offer a supportive remote work environment, opportunities for career growth, and competitive compensation.

Requirements

• Strong communication skills, both verbal and written, with the ability to explain complex information in simple terms
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and client interactions effectively
• Proficiency with CRM systems (e.g., Pipedrive) and basic office software (e.g., Microsoft Office, Google Suite)
• Comfortable working remotely and managing appointments independently
• Experience with Zoom or similar video conferencing tools
• A friendly, client-first mindset with a passion for providing excellent service and building relationships

Responsibilities

• Schedule and conduct Zoom calls with potential clients to discuss their needs regarding tax return preparation, all-in-one accounting services, or tax consultations
• Gather all necessary information from potential clients to ensure we can provide accurate quotes and create tailored service plans
• Provide a clear explanation of our service offerings, including the process, timelines, and what clients can expect
• Work closely with the sales team to create and send personalized quotes to clients based on their specific needs
• Facilitate a smooth transition for new clients, ensuring they understand the next steps and feel confident in our services
• Offer exceptional customer service, answering any questions or concerns clients may have before they commit to our services
• Maintain accurate records of client interactions, information collected, and quotes sent using our CRM system (e.g., Pipedrive)
• Work with other teams, including the tax and accounting teams, to ensure a seamless experience for the client throughout the intake and onboarding process

Preferred Qualifications

Experience in the tax, accounting, or financial services industry

Benefits

• Work in a supportive and collaborative remote team
• Opportunity for career growth as the firm expands
• Competitive compensation. $20-$22 an hour depending on experience