Customer Support & Administrative Coordinator

Job Summary

We are seeking a Customer Support & Administrative Coordinator to assist with daily customer communications, administrative operations, appointment scheduling, and client follow-ups.

This position is ideal for someone who enjoys helping people, communicates professionally, stays organized, and can manage multiple responsibilities with minimal supervision.

The right candidate will play an important role in ensuring our customers receive timely assistance while helping our leadership team focus on business development and strategic growth.

As you become familiar with our products and services, you'll have opportunities to take on additional responsibilities, including conducting software demonstrations and assisting prospective customers.

Key Responsibilities

Customer Service & Communication

• Answer incoming calls professionally and assist customers with general questions.
• Respond to customer emails, messages, and support inquiries.
• Follow up with customers regarding pending requests, appointments, and unresolved issues.
• Direct technical or complex inquiries to the appropriate team member.
• Ensure customers receive timely, accurate, and professional communication.
• Maintain positive relationships with existing and prospective customers.

Administrative Support

• Schedule and confirm appointments, consultations, and software demonstrations.
• Manage calendars and assist with daily scheduling.
• Maintain accurate customer records and update information in our CRM.
• Track outstanding requests and ensure follow-up tasks are completed.
• Assist with customer onboarding, documentation, and account setup.
• Organize information, prepare basic reports, and complete miscellaneous administrative tasks.
• Support management with operational projects and daily business needs.

Sales Support & Lead Follow-Up

• Contact prospective customers who have expressed interest in our products or services.
• Follow up with leads after inquiries, consultations, or software demonstrations.
• Provide general information about software packages, services, and available resources.
• Assist with scheduling consultations and identifying customer needs.
• Maintain organized records of customer conversations and next steps.
• Help ensure prospective customers receive consistent communication throughout the sales process.

Software Demonstrations & Product Support

Additional responsibilities after training:

• Learn the features and benefits of our SFP Works professional tax software.
• Conduct introductory software demonstrations for prospective customers.
• Explain available software packages and services.
• Assist new customers with navigating our platform and onboarding resources.
• Identify opportunities to connect customers with additional SwiftFP services.
• Escalate advanced technical, tax-related, or specialized questions to qualified team members.

Qualifications

Required

• Excellent verbal and written communication skills.
• Previous customer service, administrative, or office support experience.
• Strong organizational and time-management abilities.
• Comfortable answering calls and communicating with customers throughout the day.
• Ability to multitask and prioritize responsibilities.
• Basic computer proficiency, including email, calendars, and online software.
• Strong attention to detail and follow-through.
• Ability to learn new software and procedures.
• Dependable, professional, and comfortable working independently.

Preferred, but Not Required

• Experience using CRM or customer management systems.
• Experience with appointment scheduling or lead follow-up.
• Previous experience in a software, financial services, or tax-related business.
• Familiarity with tax preparation software or tax industry terminology.
• Experience conducting product demonstrations or customer onboarding.
• Experience using Google Workspace or similar business tools.

Tax preparation experience is not required. We are willing to train the right candidate.

What We're Looking For

Our ideal candidate is someone who:

• Takes initiative without needing constant supervision.
• Enjoys speaking with customers and helping solve problems.
• Follows through on commitments and doesn't let tasks fall through the cracks.
• Is comfortable learning new systems and technology.
• Communicates clearly and professionally.
• Can transition between customer service and administrative responsibilities.
• Is resourceful, adaptable, and eager to grow professionally.
• Understands the importance of confidentiality and handling customer information responsibly.

Training & Growth Opportunities

We believe in developing employees who can grow alongside our company.

The selected candidate will receive training on our customer service procedures, internal systems, products, and services.

As proficiency develops, additional opportunities may include:

• Conducting software demonstrations independently.
• Managing customer onboarding processes.
• Assisting with customer retention initiatives.
• Supporting sales and business development activities.
• Taking on expanded operational responsibilities.

Why Join SwiftFP?

At Swift Financial Partners, you'll be part of a growing company serving entrepreneurs and tax professionals nationwide.

You'll have the opportunity to develop valuable skills in customer service, business operations, software technology, and client relationship management.

We value employees who are dependable, proactive, professional, and committed to delivering an excellent customer experience.

How to Apply

Please submit your resume through Indeed.

We are especially interested in candidates who can demonstrate strong communication skills, organizational ability, and a consistent history of following through on responsibilities.

We look forward to learning more about you!

Swift Financial Partners
www.swiftfp.com

Pay: $25.41 - $30.60 per hour

Expected hours: 40.0 per week

Work Location: In person