Account Specialist

About the role

As an Account Specialist, you'll serve as the primary point of contact for a portfolio of small and medium-sized business clients, providing support related to registered agent services, corporate compliance, and filing services. You'll also play a key role in business growth by converting inbound sales opportunities, identifying client needs, and recommending additional services that help support their business goals.

Responsibilities

• Serving as the primary point of contact for a portfolio of small and medium-sized business clients
• Ensuring client orders are fulfilled accurately and in a timely manner
• Responding to client inquiries and requests with a high level of service and professionalism
• Maintaining accurate client and order information within internal systems
• Serving customer retention efforts and maintaining strong client relationships
• Converting inbound sales opportunities from referrals, web leads, and other channels
• Identifying opportunities to introduce clients to additional Entity Solutions services
• Meting or exceeding sales and business development goals
• Building product and industry knowledge to become a trusted resource for customers
• Collaborating with fulfillment, compliance, billing, and operational teams to deliver positive client outcomes

Requirements

This role requires a strong customer service and relationship management skills, excellent written and verbal communication skills, strong attention to detail and organizational skills, problem-solving skills, and a customer-first mindset with a commitment to delivering exceptional service. Preferred experience includes customer service, account management, registered agent services, corporate compliance, legal support, corporate filings, or a related business environment.

Qualifications

Preferred qualifications include experience in customer service, account management, registered agent services, corporate compliance, legal support, corporate filings, or a related business environment. Experience managing customer relationships and resolving client issues, experience working within service level agreements and operational processes, familiarity with corporate compliance or registered agent services, experience supporting business development, sales, or client retention initiatives, and a customer-first mindset with a commitment to delivering exceptional service.

Skills

The ideal candidate should have strong customer service and relationship management skills, excellent written and verbal communication skills, strong attention to detail and organizational skills, problem-solving skills, and a customer-first mindset with a commitment to delivering exceptional service. Preferred skills include experience in customer service, account management, registered agent services, corporate compliance, legal support, corporate filings, or a related business environment.

Benefits

Our benefits package includes paid parental leave, flexible working, a caring and inclusive culture, health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans, investment in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter, income protection, and more.

Pay

Compensation is competitive and commensurate with experience.

Schedule

The role offers a hybrid schedule with a minimum of three days a week in the Frisco office and flexibility to work from home for some of your working week.