Job Title

OverviewThis 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. 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 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.Guidant Financial has been empowering entrepreneurs and supporting small businesses for over 23 years. We have distributed $5 billion in funding, helped launch over 30,000 businesses, and generated nearly 100,000 jobs. Our goal is to empower you as we empower the entrepreneurs we assist, enabling a meaningful impact on their success and your career path.At Guidant, we empower employees to make a genuine difference for our clients and their professional paths. We emphasize ownership through accountability, innovative problem-solving, and diligent follow-through, and we are on an exciting journey toward becoming an ESOP company to reinforce shared accountability and long-term prosperity.Our ValuesAdaptability: Embracing change as a superpower; you are ready to seize opportunities to adapt and inspire others.Connection: Building meaningful connections; elevating others is key to growth and empowerment.Excellence: Thrive outside your comfort zone, constantly seek improvement, and let curiosity drive better outcomes.Role SummaryAs a Bookkeeping 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 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 DoingLead onboarding meetings and guide clients through their service setup and expectationsEducate clients on accounting best practices and software (e.g., QuickBooks Online)Support technical setup including bank feeds, integrations, payroll imports, and account connectionsManage client communications, answering questions related to accounting, services, pricing, and processesHelp clients navigate product changes, including upgrades, downgrades, and billing adjustmentsProactively manage client workflows and timelines to ensure a smooth onboarding experienceResolve client issues and prevent escalations through strong problem-solving and communicationCollaborate with internal teams to coordinate client needs and improve processesBuild a strong understanding of small business operations across various industriesWhat Makes You SuccessfulYou can simplify complex topics for clientsYou stay organized and proactive in a fast-paced environmentYou take ownership of client experience and outcomesYou're comfortable working independently while collaborating with a teamRequirementsMust be 18 years of age3+ years of client service experience handling complex requests1-3 years of bookkeeping experience (multi-client environment preferred)Robustunderstanding of small business accounting and tax servicesProficiency in QuickBooks Online (certification preferred)Excellent communication skills"”both written and verbalRobust organizational skills with the ability to manage multiple clients at onceCritical thinking, problem-solving, and attention to detailProficiency with Microsoft Office tools (Excel, Outlook, Teams)Additional RequirementsMust pass a background checkMust meet work from home requirements to qualifyComplete continuing education based upon current certificationsWork from Home RequirementsFor 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 environment. These requirements include:A designated workspace (such as a home office) where you can concentrate and be productiveReliable high-speed internet to ensure seamless communication and collaborationBenefitsOwnership Matters: We are working toward becoming an ESOP company, reinforcing a culture of shared accountability and long-term successOur People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individualsGrowing Together: Ongoing training, career development opportunities, and supportive leaders; more than 20% of our organization has been promoted in the past three yearsWellness at its Best: Comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match; 3 weeks of Paid Time Off plus 11 Paid HolidaysFlexible Work Arrangements: Work from your home office with the necessary equipment providedAn Amazing Culture: Guidant's award-winning culture with opportunities to connect with senior leaders and participate in company eventsEmpowering Equity and Inclusion: An inclusive work environment that values employee voices and active participation #J-18808-Ljbffr