Seasonal In-Office Client Success Advocate

PaulHood; Kansas City (MO); Sur place; USD 25 000 - 28 000; Plein temps

Avantages offerts par ce poste

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Résumé du poste

PaulHood is seeking a Seasonal Client Success Representative I to support in-office members. You will assist with onboarding, maintain member relationships, and demonstrate client-first value across every touchpoint. This seasonal role runs December 7, 2026 through April 30, 2027, with a focus on empathy, accuracy, and proactive service.

You will manage client data in PaulHood software, coordinate tasks, and elevate issues as needed while collaborating with a fast-paced team.

Qualifications

• High school diploma or equivalent is required.
• One year of customer service experience is required.
• Data entry or call center experience is strongly preferred.
• Experience with CRM/PM software is preferred.

Responsabilités

• Schedule, document preparation and scanning, and resource coordination to support clients.
• Take client payments and perform other administrative duties to ensure positive interactions.
• Act as in-office client advocate, learning new processes and ensuring timely task completion.
• Develop relationships through in-person, phone, email, and service tickets, escalating issues as needed.
• Support learning about tax entities and review tax/invoice information with clients.

Connaissances

Customer service

Communication

Tech-savvy

Formation

High school diploma

Outils

CRM software

Project management software

Description du poste

PaulHood is seeking a Seasonal Client Success Representative I to support in-office members. You will assist with onboarding, maintain member relationships, and demonstrate client-first value across every touchpoint. This seasonal role runs December 7, 2026 through April 30, 2027, with a focus on empathy, accuracy, and proactive service.

You will manage client data in PaulHood software, coordinate tasks, and elevate issues as needed while collaborating with a fast-paced team.