Description
Paired is a global staffing and recruiting agency that specializes in pairing remote work with top-tier talent. We help individuals from around the world connect with great companies that are looking for their specific skill set. Our mission is to provide great jobs to talented people, no matter where they are located.
We are currently seeking an Operations Manager for our US-based client in the tax advising sector. This role will focus on managing client relationships, ensuring a smooth onboarding experience, and maintaining operational efficiency through system improvements.
Key Responsibilities:
- Ensure Client Satisfaction: Maintain regular communication with clients, providing updates on tax planning and bookkeeping services.
- Manage Financial Processes: Oversee invoicing, payment processing, and timely collection to ensure smooth financial operations.
- Monthly Client Reviews: Conduct reviews with clients to verify accurate and timely completion of their books.
- Client Onboarding: Lead the onboarding of new clients, ensuring a seamless experience and clear communication of service expectations.
- Liaison Between Teams: Act as the main point of contact between clients and internal teams, ensuring client needs are met efficiently.
- Systems & Automations: Create and improve systems and automations to optimize workflows and enhance the client experience.
Requirements
Required Skills:
- Proficient in HubSpot, QuickBooks, and ClickUp to manage client data, financial records, and project tasks.
- Strong Communication & Customer Service Skills to manage client expectations and ensure satisfaction.
- Experience in Client Management or a related field, with a proactive approach to enhancing systems and processes.
Benefits
- Paid Time Off
- Work From Home
