Club Capital
Club Capital LLC is a rapidly growing Accounting, Tax, and CFO Services firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, self-service payroll, bookkeeping, industry analytics, and benchmarking services. Operating through the cloud for our clients, Club Capital staff work primarily on premises in our Bethesda, MD headquarters but have been able to easily adapt to a remote workforce.
Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..
We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. It’s about having the freedom to approach, own, and solve problems creatively.
Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital.
Overview of Position:
The Onboarding Coordinator team is at center of Club Capital—WOWing clients from day one by delivering a world class onboarding experience. Onboarding Coordinators are the first people new clients interact with, so it's on us to make a great first impression (conveying efficiency, expertise, and being worthy of our customers trust!) while collecting sensitive financial data so that we can set up clients in our accounting systems.
Club Capital is a young, growing firm, with room to grow! We have offices in Bethesda but the option for remote work has always been part of our model.
Duties / Responsibilities:
- Analyze our current onboarding processes to identify areas for automation and an improved customer experience
- Delight customers with expert guidance and support during our onboarding process
- Define, document, and debug how we interact with new financial institutions
- Partner with Account Management, Sales, and Marketing to advocate for customer needs
- Address payroll questions / concerns and provide first-level troubleshooting
- Communicate effectively with internal owners/management on establish performance expectations
- Manage personal workload to deliver high quality work product on time
- Work across teams to keep others informed of client status (i.e. Club Capital Tax team and status of financials)
Requirements / Qualifications:
- No less than 2 years of work experience with 18 months of it in a customer-facing role
- An exemplary teammate, ready to wear multiple hats, inspire those around you, and taking pride in yourself for maintaining a professional brand and image
- Good at meeting deadlines and solving problems
- Solid understanding of accounting principles and financial statement presentation (not necessary, but certainly a plus)
- Well organized and strong attention to detail
- Exceptional client service along with the ability to develop excellent client relationships
- Strong leadership and personnel management skills
- Excellent communication (verbal and written) and relationship-building skills
- Excellent attention to detail
- A passion for customer onboarding or customer success and enjoy working directly with customers and going the extra mile
- Systems thinker with the ability to independently carry out rigorous problem solving
Ability to juggle multiple projects without losing focus on timelines, progress, communication
Experience and comfort with issue management and driving resolutions
This is a unique opportunity to be an integral part of the product development process at an accounting startup without needing a background in tech or accounting.
Additional Information:
Salary: $50-$60k
Competitive. Individuals are compensated commensurate with experience and productivity.
Benefits: Unlimited PTO policy (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance.
Club Capital LLC is an equal opportunity employer.