Eubanks & Company, LLC, dba CPA Department Client Champion - PH-Based Remote · Contractor

Apply for Client Champion - PH-Based

Position Overview:

We are seeking an experienced Client Champion to manage and streamline inward and outward correspondence for our client accounting service provider business. The ideal candidate will demonstrate exceptional organizational skills, proficient email management, and the ability to build and maintain positive client relationships. Experience with Canopy or similar email/task management software is preferred.

Key Responsibilities:

1. Email Management: Efficiently handle and organize incoming and outgoing emails,

ensuring timely and professional responses.

2. Client Communication: Serve as the primary point of contact for clients, addressing

inquiries and managing correspondence with a high level of professionalism and

courtesy.

3. Stakeholder Management: Develop and maintain strong relationships with clients and

internal stakeholders, fostering trust and collaboration.

4. Documentation: Prepare, proofread, and edit correspondence, reports, and other

documents with a keen attention to detail.

5. Scheduling: Coordinate and manage meetings, appointments, and travel arrangements as needed.

6. Software Utilization: Utilize Canopy or similar CRM/client management software to

facilitate effective communication and client management.

7. Confidentiality and Discretion: Handle sensitive information with the highest level of

confidentiality and discretion. Ensure compliance with organizational policies and

procedures regarding data protection and confidentiality.

8. Project Support: Assist with various initiatives, providing admin support and coordination

as required. Track project deadlines and deliverables ensuring timely completion of tasks.

Qualifications:

- Proven experience as an Executive Assistant in accounting environment or in a similar administrative role.

- Demonstrated proficiency in email management and handling professional

correspondence.

- Experience with Canopy or other related software is highly desirable.

- Strong interpersonal skills with the ability to build and maintain positive relationships

with clients and stakeholders.

- Excellent written and verbal communication skills, with a strong command of vocabulary

and a pleasing personality.

- High level of organizational skills and attention to detail.

- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Work-from-Home Requirements: 

- Personal Computer: Windows 10 or later / macOS with at least 8GB RAM and an Intel i5, Ryzen 5, or Apple M1 processor (or higher)

- Stable High-Speed Internet

- Noise-Cancelling Headset (if applicable)

- A quiet, private, and distraction-free workspace

Benefits:

- $10 to $13 hourly salary DOE

- Paid Time Offs

- Paid US Holidays

We look forward to welcoming a dedicated and skilled Client Champion to our team. Thank you for considering a career with us.