TaxRise

Tax Resolution

ClientSuccessRepresentative

$0–0k Irvine, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Client Success Representative at TaxRise. Skills: Client escalations, Client retention, Process improvement. Manage complex client escalations. Resolve complex client escalations”

What You'll Achieve.

Improve processes; Improve client experience; Improve retention strategies; Elevate team standards

Industry & Context.

Tax Resolution
Problems you'll solve

Analytical skills; Problem-solving skills; Root cause analysis

What They're Looking For.

Must Have

3+ years experience call center, 3+ years experience client experience, 3+ years experience sales, Proven experience handling escalated interactions, Proven experience handling high-priority interactions, Experience working within CRM systems, High school diploma or GED

Nice to Have

Salesforce experience preferred, Experience with similar platforms preferred

What You'll Do.

Manage complex client escalations

Resolve complex client escalations

Manage cancellation requests

Resolve cancellation requests

Engage directly with clients

Understand client concerns

De-escalate situations

Deliver tailored solutions

Apply advanced communication techniques

Apply negotiation techniques

Resolve issues effectively

Identify trends in client feedback

Provide actionable insights to leadership

Improve client experience

Partner cross-functionally

Drive seamless resolutions

Drive continuous improvement

Maintain detailed documentation

Maintain accurate documentation

Take ownership of high-priority cases

Contribute to elevating team standards

How You'll Work.

Team & Collaboration

Partner cross-functionally; Sales; Client Care; Operations

Communication Scope

Advanced communication

Full Job Description

WHY JOIN TAXRISE? At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions. ABOUT THE ROLE As a Client Success Representative – Escalations, you’ll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations. This role is designed for experienced professionals who excel in critical thinking, problem-solving, and delivering exceptional client outcomes. You’ll play a key role in shaping the customer journey by resolving advanced client concerns, identifying patterns in client feedback, and partnering cross-functionally to improve processes and retention strategies. Your ability to navigate sensitive conversations, build trust, and deliver solutions will directly impact client satisfaction and business performance. This position is ideal for someone who thrives in a fast-paced environment, enjoys tackling challenging scenarios, and is motivated to elevate both the client experience and internal operations. We’re all about that in-person vibe, so this role is 100% on-site. If you’re excited to collaborate side-by-side with a high-performing team, we’d love to meet you. HOW YOU’LL BE REWARDED At Tax Rise, Inc., we recognize and reward high performance, ownership, and results. Base Pay: $25.00 – $28.00/hour (full-time, 40 hours/week) Monthly Bonus: $1,600 – $3,000 average earning potential Total Compensation: Approximately $71,000 – $94,000 annually Highly motivated team members who consistently exceed expectations have the opportunity to maximize earnings within this structure. WHAT YOU’LL DO Manage and resolve complex client escalations and cancellation reques

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