TaxRise
Tax Resolution
SalesCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Coordinator at TaxRise. Skills: Client support, Sales coordination, Documentation assistance. Manage pipeline of newly enrolled clients. Assist in completing pending documentation”
What You'll Achieve.
Exceeding goals
Industry & Context.
What They're Looking For.
Must Have
1 year of experience in support, administrative, or client-facing role, High school diploma or equivalent
Nice to Have
Salesforce experience preferred, Google Workspace knowledge, Microsoft Office knowledge, Calendly knowledge, Internal chat systems knowledge
What You'll Do.
Manage pipeline of newly enrolled clients
Assist in completing pending documentation
Assist in completing agreements
Assist in completing financial profiles
Contact clients via phone
Contact clients via email
Contact clients via text
Verify client information
Confirm initial payments
Obtain required signatures
Follow up with clients to schedule calls
Reconnect with aged prospects
Assign re-engaged leads
Maintain accurate notes in CRM
Maintain up-to-date case statuses
Maintain communication logs in CRM
Assist clients in rescheduling missed appointments
Follow up on unresponsive cases
Perform periodic audits of client cases
Ensure all requirements are met
Ensure processes are followed
Collaborate with internal departments
Gather missing documents
Gather missing details
Support operational tasks
Support administrative tasks
How You'll Work.
Team & Collaboration
Internal departments; Sales Representatives; Processing department; Client Success department
Communication Scope
Written communication; Verbal 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 The Sales Coordinator plays a vital role in the success of our sales organization by acting as a bridge between our clients and Sales Representatives. This role is responsible for ensuring clients stay engaged, informed, and on track through key milestones of their journey—starting from initial enrollment through post-investigation follow-ups. You’ll assist clients with completing documents in their client portal, guide them through financial profile submissions, and help schedule important calls. You’ll also re-engage aged leads and follow-up with prospects who previously showed interest in our services. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced, client-focused environment. We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting! HOW YOU'LL BE REWARDED At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals. Base pay: $20.00 per hour (full-time, 40 hours per week) Monthly Bonus: Average bonus potential of $2,000 - $4,000 per month Your success is in your hands - our top performers consistently earn even more! If you’re lo
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