Client Experience Associate I - In-Office Support at PaulHood

Edmond, Oklahoma, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Data Entry, Client Relationship Management, Communication, Detail-oriented, Problem Solving, Microsoft Office, Scheduling, Document Preparation, Administrative Support, Empathy, Time Management, Tech-savvy, Collaboration

Industry

Accounting

Description

Title: Client Experience I – In-Office Support Reports to: Client Experience Manager Location: Edmond, OK About the Role At PaulHood, we are transforming the mid-market CPA industry with an entirely new model. Our year-round membership model provides clients with expert tax and financial guidance, helping them feel more secure and realize their long-term financial goals. Founded 30 years ago by Paul Hood, our company has grown rapidly and now serves over 15,000 customers nationwide. To support our continued growth, we have completely modernized our business with technology and processes more akin to a SaaS company than a CPA firm. We are seeking a Client Experience I to support the day-to-day service needs of our in-office members and deliver an experience rooted in our client-first values. In this role, you will assist with onboarding, maintain ongoing member relationships, and ensure clients feel the value of their membership at every touchpoint. You will help resolve basic issues, support client inquiries, and identify opportunities to connect members with additional services aligned with their goals. The ideal candidate will have experience in customer service or support roles, with a strong desire to grow their skills in client success. You bring foundational knowledge in service delivery, a willingness to learn, and a drive to support others. To do this well, you’ll need to be detail-oriented, proactive, and people-focused. You should feel comfortable navigating client systems, communicating with empathy, and contributing to a collaborative, fast-paced team environment. You’ll also need to be committed to continuous improvement and energized by helping members succeed through each phase of their journey. What You Will Bring, Do, and Own * You will perform scheduling, document preparation and scanning, resource coordination, taking client payments, and other administrative duties to ensure positive client interactions and operations throughout PaulHood. * You will serve as a client advocate, being adaptable, ready to learn new processes, have empathy for clients, and take responsibility to ensure your tasks are completed timely and clients have a great experience with PaulHood to boost client retention and growth. * You will be a main point of contact in-office for addressing client needs and developing relationships through in-person interactions, phone, email, service tickets, etc., escalating high-level complaints to the appropriate staff or department. * You will manage accurate client data and documentation utilizing the PaulHood’s software, tools, and technology to ensure a smooth flow of information and project coordination for clients and staff. * You will learn about different tax entities as well as how to assemble and review tax and invoice information with clients. You will learn how to look into complicated statements and billing issues, knowing when to ask for help or escalate to more experienced staff. Experience and Education You Will Need * High school diploma or equivalent required. * One year of customer service experience required. * Data entry or call center experience is strongly preferred. * Experience with client relationship management software or project management software is preferred. Who You Are * You’re personable with customer service skills and keep the client in mind with all interactions. * You love client interactions, value creating meaningful connections, and have good written and verbal communication skills. * You’re a positive and collaborative team member. * You’re organized with a crazy attention to detail and the ability to remember facts about clients. * You love to learn new skills and feel empowered and valued the more knowledge you gain. * You can keep your cool in a high-paced and at times stressful work environment. * You are tech-savvy and know Microsoft Office suite and the ability to quickly learn new software and technology. * You have street smarts and know when information is confidential. * You are punctual and on time for work and/or work-related events. What’s In It For You You will join a forward-thinking team that is reshaping the future of the tax and accounting industry. With a strong commitment to diversity and inclusion, our gender-balanced leadership group reflects our belief in the power of varied perspectives to drive innovation. You’ll align with an organization that helps its clients optimize their financial health, enabling them to keep more, save more, and protect more of their money so they can use it for the things they care about most. In addition to the inherent satisfaction of aligning with a business that is changing the lives of thousands of people, you will receive stock options to align your rewards with the success of the company. Importantly, you’ll be part of a team that prioritizes trust, collaboration and having fun. We work hard and value rest. (Incumbent will be granted a generous allowance of time off per year, in addition to our 17 company holidays.) In addition, our benefits package includes: + Bonus Opportunity + Stock Options + Comprehensive Employee Benefits Package + 401k Program with Company Matching +Paid Volunteer Days + Educational/Personal Growth Reimbursement EEO and Diversity Statement PaulHood is an equal opportunity employer. We recruit, employ, compensate, develop, and promote without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, pregnancy, marital status, gender identity or expression, status as a veteran, or any other legally protected characteristic or activity in accordance with applicable federal, state, and local laws. If you need reasonable accommodation in the application or interview process, please tell us. At PaulHood, we champion a vibrant workplace culture that thrives on diversity, and we do not tolerate discrimination or harassment. We are one team from many backgrounds, innovating through diversity of individuals, who are driven by a passion for creating an inclusive space for all. Believing a culture of equality creates a stronger work environment for all employees and that we are all accountable for encouraging and celebrating diverse voices, PaulHood will continue to champion a workplace culture that prizes diversity and inclusivity.

Responsibilities

The role involves providing in-office support for client scheduling, document preparation, and payment processing while serving as a primary point of contact for member inquiries. You will manage client data, resolve basic service issues, and identify opportunities to connect members with additional financial services.