AI Client Solutions Associate

GreenGrowth CPAs Inc.; Irvine (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

GreenGrowth CPAs Inc. is seeking an AIClientSolutions Associate who will work at the intersection of clients, AI, product, and operations to help customers use our technology efficiently.

You will identify where customers are stuck, use AI tools to solve problems faster, and collaborate with product and engineering teams to continuously improve the platform. The ideal candidate values intelligence, curiosity, resourcefulness, and the ability to learn over years of experience, and will operate

Qualifications

• Bachelor's degree or equivalent demonstrated ability.
• 0–5 years of professional experience.
• Strong written and verbal communications skills.
• Demonstrated experience using AI tools extensively.
• Strong analytical and problem-solving abilities.
• Comfort learning new software and technology.
• Experience working directly with customers, clients, or internal stakeholders.
• The ability to manage multiple problems simultaneously without losing attention to detail.

Responsibilities

• Own client problems: become deeply familiar with the product and how customers use it.
• Help clients successfully onboard and use the platform.
• Investigate questions, problems, and unusual situations instead of escalating them.
• Identify the root cause of an issue before determining the solution.
• Take ownership from identification through resolution.
• Communicate clearly with clients throughout the process.

Skills

AI-first mindset

Resourcefulness

Independent

Curiosity

Analytical thinking

Strong communication

Fast learner

Comfort with ambiguity

High ownership

Problem solving

Education

Bachelor's degree or equivalent

Job description

AbouttheRole:

We are looking for a highly intelligent, resourceful, and AI-first AIClientSolutionsAssociate to join our team. Thisisnotatraditionalcustomersuccessrolewheretheprimaryresponsibilityismanagingrelationshipsoransweringsupporttickets. Wearelookingforsomeonewhocanbegivenaproblem,understandwhatisactuallyhappening,determinethebestsolution,andtakeownershipofgettingitresolved. You will work at the intersection of clients,AI,product,andoperations. Youwillhelpcustomerssuccessfullyuseourtechnology,identifywheretheyaregettingstuck,useAItoolstosolveproblemsfaster,andworkwithourproductandengineeringteamstocontinuouslyimprovetheplatform. We care much more about intelligence,curiosity,resourcefulness,andabilitytolearn than having years of experience.

WhatYou’llDo:

OwnClientProblems

• Becomedeeplyfamiliarwithourproductandhowcustomersuseit.
• Helpclientssuccessfullyonboardandusetheplatform.
• Investigatequestions,problems,andunusualsituationsinsteadofsimplyescalatingthem.
• Identifytherootcauseofanissuebeforedeterminingthesolution.
• Takeownershipofproblemsfrominitialidentificationthroughresolution.
• Communicateclearlywithclientsthroughouttheprocess.

UseAItoWorkBetter

AIshouldbeoneofyourprimarytoolsforgettingworkdone.

Youwillbeexpectedto:

• UsetoolssuchasChatGPT,Claude,andotherAIplatformseveryday.
• Researchunfamiliartopicsquickly.
• Analyzedocuments,data,customerquestions,andworkflowsusingAI.
• Createpromptsandworkflowsthatmakerepetitiveworkfaster.
• Buildsimpleautomationswhenappropriate.
• ExperimentwithnewAItoolsanddeterminewhethertheycanimproveourprocesses.
• Continuouslyfindwaystoaccomplishmorewithlessmanualwork.

We don't expect you to know every answer. We expect you to be exceptionally good at figuringouthowtofindtheanswer.

WorkWithProduct&Engineering

Becauseyouwillworkdirectlywithcustomers,youwilloftenseeproductproblemsbeforeanyoneelse.

Youwill:

• Identifyrecurringcustomerpainpoints.
• Determinewhetheranissueisatrainingproblem,productproblem,bug,workflowproblem,orsomethingelse.
• Documentproblemsclearlyenoughthatengineerscanunderstandandreproducethem.
• Recommendproductimprovementsbasedonwhatcustomersactuallyneed.
• Testnewfeaturesandworkflows.
• Helpdeterminewhetherchangesactuallysolvetheoriginalproblem.
• Lookforpatternsacrossmultiplecustomersratherthantreatingeveryissueindependently.

ImproveHowWeOperate

Wewantsomeonewhoconstantlyasks:

"Whyarewedoingitthisway?"

and

"CouldAImakethisdramaticallyeasier?"

Youwillbeencouragedto:

• Identifyinefficientprocesses.
• Buildbetterinternalworkflows.
• Createdocumentationandstandardoperatingprocedures.
• Automaterepetitivetasks.
• Developbetterwaystoonboardandsupportcustomers.
• Identifytasksthatshouldbeeliminatedentirely.
• Experimentwithnewapproachesinsteadofassumingtheexistingprocessiscorrect.

WhatWeAreLookingFor

Theidealpersonis:

AI-first.

YounaturallyuseAIwhenresearching,writing,analyzing,learning,orsolvingproblems.

Highlyresourceful.

Whenyoudon'tknowsomething,yourfirstinstinctistoinvestigateratherthanimmediatelyasksomeoneelse.

Independent.

Youdon'tneeddetailedinstructionsforeverytask.Youcanunderstandanobjectiveanddeterminehowtoaccomplishit.

Curious.

Youwanttounderstandhowthingsworkandwhy.

Analytical.

Youcanseparatesymptomsfromrootcausesandthinklogicallythroughaproblem.

Fastlearner.

Youcanbecomecompetentinunfamiliarsubjectsquickly.

Comfortablewithambiguity.

Youdontneedeveryproblemtohaveapredefinedprocess.

Strongcommunicator.

Youcanexplaincomplicatedtopicsclearlytoclientsandcoworkers.

Highownership.

Ifsomethingisyourresponsibility,youfollowitthroughuntiltheunderlyingproblemisactuallysolved.

Qualifications

Wecaremoreaboutcapabilitythancredentials.

Youmaybeastrongfitifyouhave:

• Abachelor'sdegreeorequivalentdemonstratedability.
• 0–5yearsofprofessionalexperience.
• Strongwrittenandverbalcommunicationskills.
• DemonstratedexperienceusingAItoolsextensively.
• Stronganalyticalandproblem-solvingabilities.
• Comfortlearningnewsoftwareandtechnology.
• Experienceworkingdirectlywithcustomers,clients,orinternalstakeholders.
• Theabilitytomanagemultipleproblemssimultaneouslywithoutlosingattentiontodetail.

Experience in accounting, tax, financial services, SaaS, technology, operations, or customer success is helpful butnotrequired.

Programming experience is alsonotrequired,althoughtechnicalcuriosityandtheabilitytounderstandhowsoftwareworksarevaluable.

WhatThis