Client Relations Manager for US based company ( Remote ) Part-Time

at  Paired

Paired is a global staffing and recruiting agency that specializes in pairing remote work with top-tier talent. We help individuals from around the world connect with great companies that are looking for their specific skill set. Our mission is to provide great jobs to talented people, no matter where they are located.
Our client, a US based company, is seeking a part-time Client Relations Manager to join their team. As a Client Relations Manager, you will play a crucial role in maintaining and growing positive relationships with clients. The ideal candidate will have exceptional communication skills, a customer service mindset, and the ability to work remotely.

REQUIREMENTS:

• Experience in Client Relations & Compliance Management: Preferably in tax, legal, or finance industries.
• Strong Administrative Skills: High attention to detail, ability to manage multiple tasks, and strong organizational skills.
• Tech Proficiency: Familiar with HubSpot, ClickUp, or similar CRM platforms. Experience with billing platforms like QuickBooks or Stripe is a plus.
• Great Communication: Strong written and verbal communication skills to handle client interactions and internal correspondence.
• Problem-Solving Mindset: Able to proactively identify potential issues and implement solutions.
• Adaptability & Confidentiality: Since this person will handle sensitive client information, they must be adaptable and trustworthy.

Responsibilities

• Client Relations Management:
• Serve as the primary point of contact for client questions, requests, and updates.
• Onboard new clients, gather necessary documentation, and ensure a smooth transition into your services.
• Respond to client inquiries promptly and escalate complex issues to you as needed.
• Compliance & Entity Management:
• Handle state filings, entity registrations, and compliance tasks such as annual reports and business license renewals.
• Keep track of all deadlines and state requirements, ensuring no compliance lapses.
• Coordinate with external providers like CorpNet for state filings and ensure all necessary documentation is submitted.
• Virtual Assistant Duties:
• Manage your calendar, schedule meetings, and follow up on tasks.
• Draft and respond to emails on your behalf, ensuring a professional and consistent tone.
• Maintain a high level of organization for your inbox, prioritizing key items for your review.
• Billing and Invoicing:
• Prepare and send out invoices for clients, track payments, and follow up on overdue accounts.
• Coordinate with your bookkeeper for financial records and billing reconciliations.
• Handle client billing queries and payment plan arrangements.
• Workflow and Process Management:
• Create and optimize workflows in your CRM (e.g., HubSpot, ClickUp) for onboarding, compliance, and client management.
• Implement automation for repetitive tasks using tools like Zapier, HubSpot workflows, or ClickUp automations.
• Client Experience Enhancement:
• Conduct regular client satisfaction surveys, provide updates on ongoing projects, and implement feedback to improve client relations.
• Organize and track client calls, follow-ups, and quarterly meetings.

• Client Relations Management:
• Serve as the primary point of contact for client questions, requests, and updates.
• Onboard new clients, gather necessary documentation, and ensure a smooth transition into your services.
• Respond to client inquiries promptly and escalate complex issues to you as needed.
• Compliance & Entity Management:
• Handle state filings, entity registrations, and compliance tasks such as annual reports and business license renewals.
• Keep track of all deadlines and state requirements, ensuring no compliance lapses.
• Coordinate with external providers like CorpNet for state filings and ensure all necessary documentation is submitted.
• Virtual Assistant Duties:
• Manage your calendar, schedule meetings, and follow up on tasks.
• Draft and respond to emails on your behalf, ensuring a professional and consistent tone.
• Maintain a high level of organization for your inbox, prioritizing key items for your review.
• Billing and Invoicing:
• Prepare and send out invoices for clients, track payments, and follow up on overdue accounts.
• Coordinate with your bookkeeper for financial records and billing reconciliations.
• Handle client billing queries and payment plan arrangements.
• Workflow and Process Management:
• Create and optimize workflows in your CRM (e.g., HubSpot, ClickUp) for onboarding, compliance, and client management.
• Implement automation for repetitive tasks using tools like Zapier, HubSpot workflows, or ClickUp automations.
• Client Experience Enhancement:
• Conduct regular client satisfaction surveys, provide updates on ongoing projects, and implement feedback to improve client relations.
• Organize and track client calls, follow-ups, and quarterly meetings