About the job
Join a reputable company and work from the comfort of your home! We are thrilled to announce a fully remote position with Guidant Financial, a leader in empowering entrepreneurs across the United States. We are currently hiring in select states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK.
The annual salary for this position is $60,000.
Please submit your application for only one location per role. As a fully remote organization, we post to various locations. Applying for multiple locations may lead to receiving multiple communications regarding the position.
Are you passionate about helping entrepreneurs nationwide achieve their dreams of launching their businesses?
For over 23 years, Guidant Financial has been dedicated to empowering entrepreneurs and fostering the growth of small businesses. We have successfully distributed an impressive $5 billion in funding, aiding the launch of over 30,000 businesses and generating nearly 100,000 jobs that positively impact the economy. We strive to inspire and empower you as much as we do the entrepreneurs we serve, enabling you to make a significant impact on their success and on your own career journey.
At Guidant, we believe that by empowering our employees, we contribute to meaningful outcomes for our clients and their own professional development. Our commitment to ownership manifests in our daily work through accountability, innovative problem-solving, and diligent follow-through. We are on an exciting path to becoming an ESOP company, reinforcing our dedication to shared accountability and long-term success.
Our Core Values
Adaptability: Change is your superpower, and you are always ready to embrace opportunities that inspire others along the way.
Connection: Building meaningful relationships is central to your role. Elevating others is your method of growth and empowerment.
Excellence: You thrive in challenging situations, always seeking improvement. Your insatiable curiosity drives you to enhance processes.
Role Overview
As a Client Relations Specialist, you will serve as the main point of contact for clients in our Bookkeeping and Tax Services department, guiding them through onboarding and supporting them throughout their journey. You will lead client meetings, coordinate workflows, and assist clients in comprehending both the technical setup and ongoing services we offer.
This role combines customer experience, accounting knowledge, and operational coordination—requiring clear communication, meticulous attention to detail, and the capacity to manage multiple clients simultaneously. You will collaborate cross-functionally with internal teams while ensuring clients feel supported, informed, and prepared for success.
Key Responsibilities
- Lead client onboarding processes and maintain strong client relationships.
- Facilitate client meetings and coordinate service workflows.
- Provide technical support and guidance to clients on our services.
- Collaborate with internal teams to enhance client experience.

