TaxRise
tax resolution
AppointmentSpecialist
“Appointment Specialist at TaxRise. Skills: client engagement, documentation management, scheduling, lead re-engagement, CRM management. Manage a pipeline of newly enrolled clients and assist in completing pending documentation, agreements, and financial profiles through the client portal.. Contact clients via phone, email, and text to verify information, confirm initial payments, and obtain required signatures.”
What You'll Achieve.
ensure clients stay engaged, informed, and on track through key milestones of their journey; keep the pipeline moving forward
Industry & Context.
100% on-site
What They're Looking For.
Must Have
At least 2 years of experience in a support, administrative, or client-facing role, High school diploma or equivalent required
What You'll Do.
Manage a pipeline of newly enrolled clients and assist in completing pending documentation
and financial profiles through the client portal.
Contact clients via phone
and text to verify information
confirm initial payments
and obtain required signatures.
Follow up with clients to schedule their second call with the Sales Representative
where the tax investigation results and resolution program will be reviewed.
Reconnect with aged prospects who previously expressed interest but did not enroll
and assign re-engaged leads back to Sales Representatives.
Maintain accurate and up-to-date notes
and communication logs in our CRM system (Salesforce).
Assist clients in rescheduling missed appointments and following up on unresponsive cases to keep the pipeline moving forward.
Perform periodic audits of client cases to ensure all requirements are met and processes are followed.
Collaborate with internal departments (e.g.
Client Success) to gather missing documents or details.
Support additional operational and administrative tasks as needed to contribute to sales workflow efficiency.
How You'll Work.
Team & Collaboration
Collaborate with internal departments (e.g., Processing, Client Success) to gather missing documents or details.; work independently while collaborating effectively with a team.
Communication Scope
communication skills, both written and verbal, with a customer-first mindset.
Process & Methodology
Proven ability to manage multiple priorities and follow up on time-sensitive tasks.
Applying for this Appointment Specialist role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about TaxRise?
Real rants from real employees. Read before you apply.