Full Time
United States
Posted 2 months ago

Company Description

Financial Match is a leading national business advisory practice that thrives on creating meaningful relationships with businesses. FM assists clients by assessing their business and analyzing potential tax credit opportunities that may be a fit for the business. Financial Match is not an accounting firm but works with a network of professional CPAs to help businesses streamline their efforts in applying for credits.


Job Description


  • Manage customer interactions via email and phone with the goal of 100% customer satisfaction.
  • Provide as much value to customers as possible based on the progress of their implementation.
  • Work closely with Sales & Accounting teams to answer questions and help with subscription management issues.
  • Assist clients in gathering accurate account information to assist in reporting and process management.
  • Be dedicated to onboarding potential customers to enable subscriptions in a timely manner with exceptional accuracy.



  • +3 years of experience in communications, sales, account management, or customer success.
  • Previous experience in Customer service is a big plus.
  • Previous experience in Financial companies will be preferable.



  • Strong skills in verbal and written communication.
  • Analytical and process-oriented mindset
  • Ability to work effectively across multiple departments in a deadline-driven environment.
  • Active team player, self-starter, and multitasker who can quickly adjust priorities.


Additional Information

All your information will be kept confidential according to EEO guidelines.


Job Features

Job Category

Customer Success

Apply Online