Client Success & Project Coordinator

Financial Statement Services, Inc; Orlando (FL); On-site; USD 37,195 - 38,572; Full time

Benefits offered by this job

Employee Stock Ownership Plan

401(k) & Roth

Medical, Dental, Vision & Life Insurance

Paid holidays and vacation

Employee Assistance Programs

Job summary

Financial Statement Services, Inc. in Orlando, FL, is seeking an Account Representative to join the Client Services team. This role involves managing client projects in a SaaS environment, coordinating internal teams, and ensuring project accuracy.

The ideal candidate will possess a bachelor's degree, 1-3 years of B2B account management experience, and strong critical thinking skills. Benefits include employee ownership and a competitive compensation package.

Qualifications

• 1-3 years of experience in B2B account management, client implementation or related industry experience.
• Ability to manage multiple tasks and meet client needs efficiently.
• Strong attention to detail for professional client communication.

Responsibilities

• Serve as the primary point of contact for clients.
• Oversee client implementations and manage daily tasks.
• Assist clients in understanding print and mail specifications.
• Ensure accurate client billing and generate reports.
• Collaborate with teams to enhance service efficiency.

Skills

Problem-solving skills

Critical thinking skills

Organizational skills

Technical concepts understanding

Communication skills

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Outlook

Teams

Job description

Financial Statement Services, Inc. in Orlando, FL, is seeking an Account Representative to join the Client Services team. This role involves managing client projects in a SaaS environment, coordinating internal teams, and ensuring project accuracy.

The ideal candidate will possess a bachelor's degree, 1-3 years of B2B account management experience, and strong critical thinking skills. Benefits include employee ownership and a competitive compensation package.