
Accounting Communications Specialist
At OnTrack Financial ๐, we're committed to empowering business owners to understand their financials and grow their businesses ๐น. We provide restoration companies with expert advice ๐ง and financial services that make managing even complex financial topics simple ๐. We offer CFO and accounting services to restoration contractors ๐จ. This is a great opportunity โจ to secure a position with a dynamic and growing company.
See what clients are saying ๐: ontrack-financial.com
ROLE OVERVIEW ๐
As an Accountant Communication Specialist ๐ฃ, you'll be the primary email ๐ง touchpoint for our clients. Addressing their in-depth queries, offering tailored solutions, and liaising consistently with our in-house accounting team are crucial elements of this role.
RESPONSIBILITIES:๐
Manage Client Email Communications ๐
Prioritize Client Emails: Organize and respond to emails based on urgency โณ and importance, ensuring that high-priority items are addressed quickly.
Clarity and Tone: Maintain a professional and friendly ๐ค tone in all communications. Ensure that responses are clear and free from jargon, tailoring explanations to the client's understanding level.
Track Email Trends: Keep an eye ๐ on common queries or concerns to anticipate future needs or develop FAQs.
Feedback Loop: Regularly ask for feedback ๐ on email communication quality and adjust strategies accordingly.
Fulfilling Client Requests ๐
Complete Accounting Task: Finish accounting tasks within 24 hours of email request โฐ or provide clients with an accurate timeline if needed.
Task Analysis: Break down client requests into actionable tasks โ , ensuring full understanding of the requirement.
Documentation: Keep detailed records ๐ of all tasks, ensuring transparency and traceability.
Follow-Up: Check in with the client after fulfilling a request to ensure satisfaction ๐ and address any concerns.
Document Client Interactions and Feedback ๐
Maintain Records: Systematically record all client emails, noting date ๐, query nature, and solution provided.
Feedback Compilation: Group and categorize feedback ๐ from clients to understand common themes and improvement areas.
Review and Analysis: Regularly analyze documented interactions to spot patterns or recurring issues ๐ง.
Reporting: Create weekly reports ๐ highlighting client interaction trends and feedback. Share insights with relevant departments.
Security and Confidentiality: Safeguard all client interactions ๐, respecting confidentiality. Regularly back up data to avoid loss ๐ฝ.
Tools and Software Usage: Utilize Karbon and QuickBooks Online ๐ฅ for efficient management and task completion.
QUALIFICATIONS ๐
1+ years of experience in accounting and bookkeeping ๐งฎ
1+ years with QuickBooks Online ๐ป
Strong communication skills ๐ข
High accuracy and attention to detail ๐
BENEFITS ๐
Paid holidays ๐ด
Opportunities for professional growth ๐
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