01Overview
Role & responsibilities
Manage and develop strong client relationships with multiple clients
Act as a liaison between various departments to fulfill the needs and expectations of our clients
Sound domain knowledge in E/M & ED
Responsible for understanding and education of all offerings and services
Service incoming client calls regarding completion times, billing, and explanation of services performed
Place outbound calls to clients in an effort to obtain additional information necessary to fulfill clients service agreements
Provide technical software support to clients and learn various software programs
Testing of new proprietary software prior to client release
Resolution of outstanding Accounts Receivable issues outstanding invoices, unpaid prepayments, and credit card discrepancies
Set appointments and continuing education sessions with CPAs and end clients for sales team
Draft agreements and provide general sales support for sales team as needed
CPC / CIC / CCS or equivalent certification mandatory.
Preferred candidate profile
Excellent communication and interpersonal skills
Detail oriented openformatting removed
Strong problem solver with the ability to think critically, gather data, analyze information and prepare reports
Able to multi-task to accomplish workload efficiently
Strong documentation skills and the organization of client information
Proficient utilizing Microsoft Office products such as Outlook, Word and Excel
Ability to self-manage .
