Client Solutions Expert
Core
Trusted partner providing support, guidance, and solutions to accountants and corporate clients regarding tax payment platforms and complex tax queries.
Role type
Client Solutions Expert (Client Support)
Builds
Tax payment platform adoption and client experience
Domain
Fintech / Tax Services
Deliverable
client delivery
Required skills
Client relationship building, problem-solving, explaining complex concepts, organization, technology proficiency
Preferred skills
Experience in financial services or professional services, commercial thinking
Responsibilities
Providing support via phone and email, resolving client enquiries, preparing quotes, supporting client education and training, collaborating with Technology and Sales teams, identifying process improvements
