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.

Responsibilities:

• 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.

Competencies:

• 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.

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