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Client Concierge

Includes: performance bonuses, health & retirement benefits, PTO + holidays, flexible scheduling with hybrid work.

Why You’ll Love This Role

On top of your compensation package, here’s what makes showing up to Elevated something you’ll actually look forward to:

+ ✨ A modern, light-filled office designed for focus and energy — no dull cubicles or packed bullpens here.

+ ✨ A fully stocked snack & beverage bar, so there’s always a pick-me-up waiting when you need it.

+ ✨ Professional development opportunities and bonuses for earning approved certifications that fuel a growth mindset and let your potential go as far as you want to take it.

+ ✨ Flexible scheduling within business hours, plus a hybrid option to work from home one day a week after training — giving you space to work in the way that works best for you.

+ ✨ Summer Hours — Fridays Off! Enjoy a long weekend every week with our summer schedule (office closed on Fridays).

+ ✨ A truly supportive team culture built on growth, collaboration, and self-leadership, where your ideas matter, your ownership shines, and the sky’s the limit for how far you can go.

+ ✨ Simply put — a place with a light and easy atmosphere, where we work hard, but don’t take ourselves too seriously, and find reasons to laugh even on the busy days.

About Us

At Elevated, we’re building something bigger than a typical advisory and accounting firm. Our culture is rooted in our core values — and we don’t just talk about them; it’s how we show up.

We lead with integrity, always doing what’s right for our clients and each other, even when it’s harder. We bring dedication to every relationship, putting in the care and thought it takes to create real impact. We stay adaptable, ready to pivot or rethink when our clients or team need it. We operate with transparency, so everyone always knows where they stand. And above all, we’re driven by empowerment — helping business owners make confident decisions and giving our team the tools, trust, and ownership to truly grow.

When you step into our space (or hop on a call), you’ll feel it: this is a team with a growth mindset, who loves to collaborate, who’s quick to jump in, share ideas, and shape stronger solutions together. If you’re looking for a place where you can build something meaningful alongside people who are energized by progress and excited to keep growing — both personally and as a team — you’ll feel right at home here.

Your Role

As our Client Concierge, you’ll be the primary guide for our clients — from their first hello through every stage of their journey with us. You’ll make sure they feel supported, understood, and completely taken care of.

This is a uniquely blended role: it’s highly client-facing, focused on building trust and strong relationships, but it’s also heavy on operational execution, managing all the backend details that make a great client experience possible.

If you enjoy balancing meaningful people work with keeping systems and timelines humming — and you get satisfaction from making things simpler and better — this could be the perfect fit.

How You’ll Contribute

Client Journey & Relationship Management

+ Guide clients through onboarding, major projects, and offboarding so they always know what to expect.

+ Build long-term trust through proactive check-ins and thoughtful communication.

+ Help lead annual service and pricing conversations with clarity and care.

+ Always know where each client sits in their journey, so no one ever feels overlooked.

Operational & Administrative Execution

+ Maintain spotless, up-to-date client records in Karbon so the team can do their best work. (We use Karbon, a powerful client relationship and workflow management platform built for accounting firms, to keep work organized, teams aligned, and client communications seamless.)

+ Set up customers in QuickBooks Online so accounting projects start without delay.

+ Keep track of timelines and internal workflows so deliverables stay on schedule.

+ Spot ways to improve how we work and help make those ideas a reality.

Back-End Support That Powers Great Service

+ Partner closely with our admin team on any essential daily tasks or concurrent projects.

+ Deeply understand our invoicing process and pricing structure, so you can act as the bridge between our team and clients — confidently handling pricing conversations, answering questions, and offering thoughtful solutions.

+ Log all communications and keep systems current so everyone’s always in the loop.

Team Interaction & Ownership

+ Serve as the central bridge between our team and the client, keeping communication flowing both ways so no one’s ever in the dark.

+ Make sure internal tasks move forward on schedule so our Accounting Specialists and Advisors can focus on delivering high-level work.

+ Spot bottlenecks early — whether it’s missing info, a slow handoff, or something unclear — and take the lead on getting it resolved.

+ Not just fix issues for today, but find solutions that keep the same problems from popping up again.

+ Keep everyone aligned by documenting updates and decisions clearly, so the next person in the process always knows exactly what’s going on.

+ Jump in and execute tasks yourself when needed to keep momentum — you’re not just pointing out what needs to happen, you’re making it happen.

Problem Solving & Continuous Improvement

+ Use our structured approach to tackle challenges with a solution-first mindset, even when things get busy or unexpected issues pop up.

+ Stay calm and clear-headed — you don’t get rattled easily, which helps the team and clients stay confident too.

+ Look for friction points or areas we could streamline, and bring your ideas forward so we can keep improving for the future.

You’ll Thrive Here If You:

+ Stay calm and steady under pressure, prioritizing deadlines when there are multiple.

+ Like to learn and are excited to keep growing your skills in client management, operations, and leadership.

+ Communicate early and clearly if something might slip, and jump in to help find solutions.

+ Genuinely care about delivering great work, and take pride in making things better.

+ Enjoy simplifying processes and building smarter systems.

+ Want a place where you can take ownership of your role and grow with the company over time.

Your Success in the First 90 Days

+ Clients feel more confident and clear after every interaction with you.

+ Onboarding and Offboarding always happens on time.

+ QuickBooks setups and Karbon records are consistently accurate and up-to-date.

+ Client check-ins are handled proactively and thoughtfully.

+ You spot small issues and resolve them before they become big problems.

+ You take initiative to keep things moving, spot bottlenecks and patterns, and work to solve them — not just for today, but to make the process stronger for the future.

The Compensation & Benefits

+ Competitive salary, based on your experience and ownership mindset.

+ Performance bonuses tied to the impact you make (eligible immediately).

+ Health benefits with a 50% employer contribution for employee-only coverage (eligible after 90 days).

+ Simple IRA with a 3% employer match (eligible after 90 days).

+ Paid time off that starts accruing after 90 days, plus 7 paid holidays (eligible immediately).

+ All the extra perks mentioned above — from certification bonuses to snacks to a genuinely supportive, growth-focused team.

Let’s Connect!

If this sounds like a role you’d be excited to grow into, we’d love to hear from you!

• Please send us your resume and a cover letter that shares:

+ Why Elevated resonates with you, and what draws you to this kind of culture.

+ How you handle pressure or tight deadlines — tell us about a time you stayed calm and steady when things were busy.

+ What taking ownership of a role means to you, plus an example of how you’ve done it before.

Department

Operations Department

Employment Type

Full-Time

Minimum Experience

Mid-level

Compensation

$23-$26 DOE