Client Success Representative (Onsite)

TaxRise Inc.; Irvine (CA); In loco; USD 49.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Dental, Vision Insurance

Paid Time Off

401(k) retirement plan with company 3%

Professional Development Program

On-site gym and gaming lounge

Catered team lunches Fridays

Quarterly company outings

Descrizione del lavoro

TaxRise Inc. is hiring a Client Care Representative for an on-site role in Irvine, CA. This full-time position involves serving as the primary contact for clients, guiding them through documentation steps, and maintaining accurate CRM records.

You will handle a high volume of calls with empathy, clarity, and compliance, contributing to a smooth client experience. You’ll collect documents, track case progress, and escalate when necessary, with a focus on first-call resolution and service quality.

Competenze

• 3-5 years of experience in customer service, client support, call center.
• Comfortable handling high call volume in a structured environment.
• Strong written and verbal communication skills.
• Experience working within a CRM or ticketing system.
• Organized, detail-oriented, and process-driven.

Mansioni

• Serve as the primary client point of contact and manage a high volume of inbound calls.
• Drive document collection and case progress, ensuring completeness and compliance.
• Maintain accurate case records and track open tickets in the CRM.
• Escalate issues appropriately and collaborate with leadership for resolution.

Conoscenze

Customer service

Call handling

Written communication

Verbal communication

CRM experience

Strumenti

CRM software

Ticketing system

Descrizione del lavoro

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.

At TaxRise, we help individuals and families navigate some of the most stressful financial moments of their lives. As a Client Care Representative , you won’t just answer calls — you’ll be a steady, knowledgeable guide helping clients move forward with clarity and confidence.

If you thrive in a fast-paced environment, enjoy structured problem-solving, and take pride in delivering high-quality service, this role offers both purpose and strong earning potential.

This position is 100% onsite in Irvine, CA

HOW YOU’LL BE REWARDED

Base Pay: $24.00 – $25.00 per hour

Average Monthly Bonus: $800 – $1,300

Full-time | 40 hours per week. Overtime required based on business needs.

WHAT YOU’LL DO

Serve as the Primary Client Point of Contact

• Manage a high volume of inbound client calls with professionalism and confidence


• Strive for first-call resolution whenever possible while ensuring accuracy and compliance


• Respond to client emails, text messages, and occasional live chats within service level expectations


• Provide clear guidance regarding required documentation and next steps


• Demonstrate empathy while maintaining structure and call control

Drive Document Collection & Case Progress

• Proactively request tax-related and financial documentation


• Review submitted documents for completeness and internal compliance standards


• Ensure all materials are properly uploaded and organized in company CRM

Maintain Accurate Case Records

• Document all interactions thoroughly in our CRM system


• Track open communication tickets and ensure timely resolution


• Collaborate cross-functionally with case managers and internal teams

Escalate Appropriately

• Recognize when an issue requires additional support


• Partner with leadership or other departments to ensure proper resolution

WHAT YOU’LL NEED TO HAVE

• 3-5 years of experience in customer service, client support, call center


• Comfortable handling high call volume in a structured environment


• Focused on resolving client needs efficiently while maintaining service quality


• Strong written and verbal communication skills


• Experience working within a CRM or ticketing system


• Organized, detail-oriented, and process-driven


• Able to manage follow-ups and multiple open cases simultaneously


• Experience in tax services, document processing, loan processing, or financial services is a plus but not required.


• Training will be provided.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

• Medical, Dental, and Vision Insurance (starting after 60 days)


• Paid Time Off


• 401(k) retirement plan with company match


• Professional Development Program to support your growth


• Access to our on-site gym and gaming lounge


• Catered team lunches every Friday


• Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that’s the driving force behind everything we do.

When you join us, you’re not just becoming part of a company; you’re joining a movement. We’re a team that thrives on celebrating successes and making a genuine impact on people’s lives.

We’re proud to be the fastest-growing company in our industry, and we’re on the lookout for exceptional individuals to help us continue our journey of transformation.

If you’re ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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