TaxRise
tax resolution
CustomerServiceAccountManager
“Customer Service Account Manager at TaxRise. Skills: Client management, Document collection, Case resolution. Manage a high-volume portfolio of active clients. Conduct frequent outbound phone outreach to collect required documentation”
What You'll Achieve.
Meeting daily activity and follow-up expectations; Maintaining consistent phone contact; Ensuring timely document collection; Advancing cases efficiently through each stage of the process; Success is measured by call activity, responsiveness, case progression, and clear client communication
Industry & Context.
Problem-solving skills to address client concerns regarding documentation requirements
100% on-site
What They're Looking For.
Must Have
Ability to work independently in a fast-paced environment while meeting deadlines, Customer service expertise with a focus on building client relationships
Nice to Have
Familiarity with tax software, Knowledge of tax relief processes
What You'll Do.
Manage a high-volume portfolio of active clients
Conduct frequent outbound phone outreach to collect required documentation
Drive cases toward resolution
Own an individual client pipeline
Meet daily activity and follow-up expectations
Maintain consistent phone contact
Ensure timely document collection
Advance cases efficiently through each stage of the process
How You'll Work.
Communication Scope
Clear client communication around updates and key milestones
Applying for this Customer Service Account Manager role?
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ANONYMOUS · UNFILTERED
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