Job Title:
Solution Specialist, B2B
Reports to:
Solutions Specialist Team Lead
Department:
Customer Success
Duration:
Full-time
Salary: $55,000 - $60,000 Base Annual Salary, plus commission and bonuses (commensurate with experience)Taxfyle's mission is to make professional services accessible and available to all. We are industry leaders, developing the East Coast's very own “Silicon Valley”. Join us in our efforts to reshape the world’s multi-billion-dollar professional services industry. Recognized as one of the fastest-growing companies in the country, Taxfyle has transformed professional tax preparation with an easy-to-use mobile platform heralded as “Uber for Taxes”.
Join our team in this modern era of accounting and professional services.
Job Summary:
The B2B Solutions Specialist works closely with Account Managers to ensure the successful fulfillment of client requests and address any technical or pricing issues. This role focuses on understanding client needs, creating bundled solutions, managing email correspondence, and overseeing the ticket pipeline. The ideal candidate is a professional with strong problem-solving skills, excellent communication abilities, and a background in customer success or account management.
Job Responsibilities:
- Ensure the successful fulfillment of client requests by collaborating with Account Managers and internal teams.
- Proactively alert Account Managers of potential issues that could impact client satisfaction.
- Understand pricing structures and create bundled solutions tailored to client needs.
- Manage scope updates and obtain necessary approvals from firms when needed.
- Handle email correspondence with clients, ensuring clear and timely communication.
- Keep clients informed of job updates and progress.
- Oversee the ticket pipeline, ensuring timely resolution of client issues.
- Coordinate with CS Ops, Dev, and Product teams to address software and technical issues.
- Monitor the success of jobs and make decisions related to job outcomes, including pro & refund abilities.
- Assist with resolving software issues between professionals and firms.
Job Requirements:
- Strong strategic thinking and problem-solving skills.
- Excellent communication and interpersonal abilities, with a talent for building relationships and influencing stakeholders.
- Highly organized with strong attention to detail.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Proactive, self-motivated, and results-oriented.
- Familiarity with customer success best practices and methodologies.
- Experience with CRM systems and customer support tools
No Third Party Agencies or Submissions Will Be Accepted. Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients.
Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
