Client Services Consultant
Job Details
Quincy, MA - Quincy, MA
Full Time
Up to 25%

The Client Services Consultant serves an integral role to help increase user satisfaction and brand loyalty for a fast-growing software company.  This role assists in the implementation of the company’s training curriculum, helps to perform on site and/or Web-based software training and process consultation, and instructs users on best practices to maximize the value of their software investment. 

  • Train new users and existing clients on new functionality
  • Provide on-site consultation services for clients regarding internal accounting firm processes
  • Responsible for phone support, problem tracking, diagnosis, replicating application issues, troubleshooting, and resolution of client problems 
  • Travel will be required anywhere from 30 to 60 days per year
  • Any other training or client service duties as assigned
  • Bachelor’s degree in Accounting preferred
  • Three to five years of public accounting experience in a professional role
  • Strong presentation skills and ability to effectively communicate a variety of topics to a diverse audience
  • Excellent oral and written communication skills
  • Strong organizational skills and attention to detail
  • Excellent computer skills including Microsoft Word, Excel, PowerPoint and Outlook
  • Prior customer service experience in software and/or financial services industry a plus