Client & Sales Support Specialist

Client Experience & Sales Support Specialist – Part Time or Full Time Position

Wood CPA seeks an experienced Client Experience & Sales Support Specialist with a drive to interact with clients and work closely with the owner of the firm. This is an in-person role at our office in Edina, with an hourly rate of $21.00-$25.00, depending on experience.

As a small firm, Wood CPA provides an environment where professionals gain broad exposure, take real ownership of their work, and benefit from long-term growth opportunities.

Our ideal candidate is a friendly, self-motivated professional with a genuine interest in growing within the field. In this role, you will assist in the accounting firm workflow while providing excellent client service, and help grow the business by assisting in the sales process.

We are intentional about building a team of people who embody the principles of an "ideal team player." Our best team members are:

• 1.Humble:
  They are open to feedback, willing to admit mistakes, and committed to continuous learning and improvement
• 2.Hungry:
  They are proactive, driven to grow, and motivated to go above and beyond for clients and the firm
• 3.People-Smart:
  They have strong interpersonal awareness, and are able to build trust with clients and collaborate effectively with colleagues

• Respond to prospect and client inquiries regarding services and next steps
• Support lead-to-client conversion process, including scheduling meetings
• Conduct follow-up communications with prospective clients
• Maintain records, track leads, opportunities, and interaction within CRM
• Assist with preparation and delivery of proposals
• Coordinate marketing events, seminars, and client outreach campaigns
• Maintain client databases and contact information
• Assist with client retention and relationship-building activities
• Manage workflow of tax returns and other projections
• Other functions as needed

• Strong customer service and relationship-building skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Detail-oriented and proactive problem solver
• Experience with CRM systems
• Comfortable learning new technology and software platforms
• Ability to handle confidential information with professionalism and discretion
• Strong organizational and time management skills
• Sales, business development, or customer support mindset
• Comfortable working independently while keeping owner informed

• Degree in Marketing or Accounting
• Experience in client service at a public accounting firm
• Experience with Hub Spot, Tax Dome, and Ignition
• Experience with Microsoft Office Suite

• Simple IRA with employer match after one year
• PTO, depending on work schedule
• 9 company holidays + 2 additional flexible holidays
• Family-friendly environment
• Flexible scheduling
• On-site fitness center and café

If this sounds like you, we'd love to talk.