Seasonal Client Success Advocate – In-Office

PaulHood; Jefferson City (MO); Presencial; USD 37.000 - 42.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Stock options

Diversity & inclusion

Descripción de la vacante

PaulHood in Jefferson City, MO, seeks a Seasonal Client Success Representative I to support in-office members from December 7, 2026, through April 30, 2027. You will assist with onboarding, nurture ongoing member relationships, and demonstrate the value of the membership at every touchpoint.

Ideal candidates bring a year of customer service experience, strong empathy, and a detail‑oriented, proactive, people‑focused mindset in a fast-paced team environment.

Formación

• High school diploma or equivalent.
• Minimum one year of customer service experience.
• Data entry or call center experience preferred.
• Experience with CRM or project management software preferred.

Responsabilidades

• Schedule, document preparation and scanning, resource coordination, taking client payments and other admin duties to ensure positive client interactions.
• Serve as client advocate, adaptable, empathetic and ensure tasks are completed timely for client retention.
• Main in-office contact for addressing client needs via in-person, phone, email and service tickets.
• Manage accurate client data using PaulHood software for smooth information flow and coordination.
• Learn about tax entities and assemble/review tax and invoice information with clients.

Conocimientos

Customer service

Written communication

Verbal communication

Attention to detail

Team player

Educación

High school diploma

Herramientas

CRM software

Project management software

Descripción del empleo

PaulHood in Jefferson City, MO, seeks a Seasonal Client Success Representative I to support in-office members from December 7, 2026, through April 30, 2027. You will assist with onboarding, nurture ongoing member relationships, and demonstrate the value of the membership at every touchpoint.

Ideal candidates bring a year of customer service experience, strong empathy, and a detail‑oriented, proactive, people‑focused mindset in a fast-paced team environment.