Operations Specialist

Client Experience Specialist page is loaded## Client Experience Specialist locations:
St. Petersburg, FLtime type:
Full time posted on:
Posted 16 Days Agojob requisition :
JR100273
** Our Firm
** Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
** Your Journey
** Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth.  All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
*
* Position Summary:

**** Your Impact & Responsibilities
**** Client Onboarding & Service (50%)*
* • Serve as the primary point of contact for onboarding across all service lines (Tax, CAS, Assurance).  
• Deliver an exceptional client experience by responding promptly to calls and emails, creating a seamless and welcoming process for prospective and existing clients  
• Track client acquisition and retention metrics; maintain visibility into incoming and lost engagements.  
• Ensure 24-hour turnaround on client follow-ups to maximize conversion opportunities.  
• Facilitate the proposal process by coordinating with internal teams to ensure accuracy and timeliness.  
• Oversee onboarding setup, delegating tasks to offshore resources as needed, while maintaining a strong understanding of the technology stack.  
• Identify process inefficiencies and recommend innovative improvements.
** Client Engagement & Marketing Support*
* • Assist in planning client networking events and delivering personalized engagement initiatives (e.g., gifts, holiday cards, food drop-offs).  
• Generate reports on top clients and develop creative strategies to enhance client satisfaction.  
• Collaborate with the national marketing team to leverage resources such as surveys and engagement tools.
** Growth Support*
* • Partner with staff to help achieve individual growth goals by identifying cross-service opportunities and facilitating conversations with partners.

Administrative Support
• Provide backup assistance to the Tax Administration team during peak periods, including tasks such as workflow coordination, client communication, and general administrative support to ensure deadlines are met and processes run smoothly.  
• Provide executive assistance to tax leaders by managing scheduling needs, coordinating meetings, and handling administrative tasks such as ordering lunches for leadership meetings and events.
** Qualifications*
* • Bachelor’s degree in Business, Marketing, or related field preferred.  
• 2+ years of experience in client service, onboarding, or professional services environment.  
• Strong communication and organizational skills with a client-first mindset.  
• Ability to manage multiple priorities under tight deadlines.  
• Proficiency in Microsoft Office Suite; familiarity with CRM systems and workflow tools a plus.
** Key Competencies*
* • Client-Centric:
Committed to delivering exceptional experiences.  
• Detail-Oriented:
Ensures accuracy and timeliness in all tasks.  
• Proactive:
Anticipates needs and takes initiative to improve…