Seasonal Client Success Specialist – In-Office

PaulHood; California (MO); Vor Ort; USD 25.000 - 28.000; Teilzeit

Benefits dieser Stelle

Stock options

Zusammenfassung

PaulHood seeks a Seasonal Client Success Representative I to support in-office members and manage onboarding, inquiries, and ongoing client relations. The role emphasizes a client-first approach, empathy, accuracy, and teamwork in a fast-paced environment.

You will help with tax-season campaigns, documentation, CRM updates, and office operations while collaborating with a supportive team. This seasonal position runs December 8, 2026 through April 30, 2027, in California, MO.

Qualifikationen

• High school diploma or equivalent required; associates degree preferred.
• 1 year experience in customer service, admin support, front desk, or related role.

Aufgaben

• Respond to routine client inquiries and provide timely updates and support.
• Manage client requests, ticket queues, and escalate complex issues as needed.
• Collect, review, and track client documentation to ensure completeness.
• Support client onboarding, portal access, and technology-related questions.
• Maintain accurate client records and update CRM systems.
• Monitor assigned client statuses and follow up on outstanding items.
• Coordinate meetings and process administrative requests.
• Support office operations, including mail, supplies, payroll, and check processing.
• Maintain front desk coverage, visitor tracking, and client survey administration.
• Prepare workspaces for new employees and support office preparedness activities.
• Contribute to process improvements that enhance client service and operational efficiency.

Kenntnisse

Customer service

Administrative support

Front desk

Data entry

Microsoft Office

Ausbildung

High school diploma or equivalent

Associates degree preferred in business/communications

Tools

CRM/Ticketing systems

Microsoft Office

Jobbeschreibung

PaulHood seeks a Seasonal Client Success Representative I to support in-office members and manage onboarding, inquiries, and ongoing client relations. The role emphasizes a client-first approach, empathy, accuracy, and teamwork in a fast-paced environment.

You will help with tax-season campaigns, documentation, CRM updates, and office operations while collaborating with a supportive team. This seasonal position runs December 8, 2026 through April 30, 2027, in California, MO.