Technical Client Service Rep I - % Remote

As a Client Advisor, you are the cornerstone of the client experience at 1-800Accountant. You serve as the client’s primary point of contact and strategic guide throughout their journey, ensuring a high-touch, simplified experience while coordinating support across tax, bookkeeping, payroll, and advisory services. Clients rely on you for clarity, consistency, and timely service orchestration that empowers their success.

You will work within a pod of internal experts, helping clients unlock the full value of our services by facilitating appointments, tracking service progress, and resolving roadblocks. The Client Advisor ensures clients are never left guessing about their next steps and fosters trust by delivering consistent, proactive communication and support.

Success in this role will be measured by client milestone achievement, satisfaction scores, pod efficiency, and service progression metrics.

You are energized by coordinating moving pieces and ensuring clients always feel heard, helped, and valued.

Serve as the single, consistent contact for a portfolio of clients, guiding them through their full journey with 1-800Accountant and building trusted, long-term relationships.

Coordinate Service Delivery Across Pods: Orchestrate work across bookkeeping, payroll, tax, and advisory teams to ensure seamless and timely delivery of services aligned with client needs and expectations.

Monitor Progress and Milestones: Proactively track client milestones, usage, and service delivery to ensure progression through the client journey with clarity, efficiency, and high satisfaction.

Identify client risks, blockers, or confusion points early and advocate for quick resolution by collaborating with internal experts.

Ensure Platform Engagement and Adoption: Guide clients in using the platform effectively, promoting adoption of tools and features that increase satisfaction, value, and retention.

tailor support and solutions that deliver meaningful value.

Handle escalated client concerns with empathy and precision, offering creative solutions and coordinating resolution with the appropriate internal teams.

Drive Reporting and Data Integrity: Maintain accurate and timely records in Salesforce for client interactions, service progress, engagement health, and outcomes; support broader pod efficiency reporting and performance monitoring.

Support Platform Training and Onboarding: Lead or assist in onboarding and platform training engagements, ensuring clients are set up for early success.

Deliver Feedback and Insights Internally: Identify patterns or recurring issues impacting multiple clients, forecast emerging trends, and share actionable insights with internal teams such as Product, Operations, or Leadership.

Meet Performance Metrics and KPIs: Consistently achieve or exceed targets related to client satisfaction, service delivery efficiency, milestone attainment, and retention.

Work Location: Remote

Overtime Eligible: Overtime is eligible but must be pre-approved by the manager.

Expectation of Increased Workload: Must be prepared for an increased workload during tax seasons and other peak periods.

Equipment: The company does not provide equipment for this role. However, we utilize Venn, a secure technology solution that creates a protected workspace on your personal device. This allows you to safely use your own computer for work, ensuring company data remains secure while keeping your personal information completely private and separate.

Employment Type: Full-time, non exempt

Ability to frame technical or service-specific information in clear, client-friendly terms.

Service Coordination & Operational Skills: Organized and detail-oriented with the ability to track multiple service workflows.

Proficient in using business tools like CRMs (Salesforce experience is a plus).

Time Management & Prioritization: Excellent time management and multitasking skills across service pods.

Ability to educate clients on tool usage and maximize platform adoption.

Comfort navigating and interpreting bookkeeping, tax, or payroll progress at a high level.

Ability to identify gaps in service or evolving client needs and communicate them effectively.

Understands when to escal​ate to BNA or Advisory Services for additional support or solutions.

Requirements Proven success in a client-facing or account management role.

Experience coordinating services across multiple departments or specialties.

Understanding of SaaS products, accounting, tax, payroll, or related services is a plus.

Salesforce or equivalent CRM experience preferred.

Bachelor's degree is a plus.

Interest in developing a career in tax, accounting, or financial services is highly valued.

Basic Life Insurance and Long-Term Disability.

Optional Benefits: Various medical, dental, vision, and disability insurance options through United Healthcare, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance.

Paid Time Off (PTO): Varies for Non-Managers and Managers, along with paid sick time, bereavement leave, and paid company holidays.

We pride ourselves on fostering work/life balance, offering unparalleled opportunities for internal growth, and embracing innovation. Our team enjoys flexibility, competitive compensation, and access to cutting‑edge technology within a fully remote work environment for candidates in the following states: At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer‑centric service. If you're passionate about making a real impact, working with a forward‑thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

Diversity 1-800Accountant is an equal‑opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. Accommodation Statement: 1-800Accountant is an Equal Opportunity Employer and provides reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require accommodation during the application process, please contact us at View email address on click.appcast.io.