Customer Experience Associate

Better Tax Relief; Irvine (CA); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Paid time off

Retirement plan

Job summary

Better Tax Relief in Irvine, CA is seeking a Customer Experience Associate to manage high-volume outreach and guide clients through past-due balances. You will structure workable payment plans, negotiate outcomes, and maintain strong customer relationships while logging activity in the CRM.

The role emphasizes clear communication, tactful handling of sensitive financial discussions, and collaboration with Billing and Operations to resolve account issues.

Qualifications

• 3–5+ years in collections, accounts receivable, outbound calling, or customer retention preferred.
• High school diploma or equivalent; bachelor’s degree a plus.
• Excellent verbal and written communication to explain complex billing details clearly.
• Strong problem-solving mindset and ability to handle objections.
• Patience, active listening, and resilience during difficult conversations.
• Experience with modern CRM/ticketing platforms (Zendesk, Freshdesk, Logix or Salesforce).

Responsibilities

• Conduct high-volume outbound outreach via phone, email, and SMS to contact clients about missed or past-due payments.
• Partner with clients to understand root causes, negotiate solutions, and collect balances.
• Structure approved payment arrangements and follow up on commitments.
• Navigate sensitive conversations with tact while protecting customer relationships.
• Log all interactions and account status updates in the CRM.
• Collaborate with Billing, Operations, and CX teams to resolve discrepancies.

Skills

Customer service

Outbound calling

CRM experience

Communication

Problem solving

Education

High school diploma

Bachelor's degree (preferred)

Tools

Zendesk

Freshdesk

Logix

Salesforce

Job description

Better Companies is a multi-brand financial services organization providing debt relief, tax support, and business funding solutions. We’re strengthening our operations, refining our systems, and building a more cohesive, efficient experience across our brands. Our approach is grounded in transparency, strong operational foundations, and well-structured processes that support reliable execution and scalable growth.

Why Join Better Tax Relief?

AtBetter Tax Relief, we are building the fastest-growing tax relief sales organization in the nation—and we recently earned a spot as aUSA Today Top Workplace for 2026. We are looking for a driven, customer-centric Customer Experience Associate to join our team. In this role, you won't just be making calls—you will serve as a trusted guide helping clients navigate past-due balances, structure workable payment arrangements, and get their accounts back in good standing. If you thrive in a fast-paced environment where your interpersonal skills directly drive business recovery and customer loyalty, we want to hear from you.

Location:Onsite in Irvine, CA

Employment Type:Full-time

Pay Range:$20-21/hour

Key Responsibilities

Conduct high-volume outbound outreach via phone, email, and SMS to connect with clients regarding missed, past-due, or defaulted payments.

Partner with clients to understand the root cause of payment issues, negotiate solutions, and collect outstanding balances.

Structure approved payment arrangements, secure firm commitments, and follow up consistently on scheduled payment dates.

Navigate sensitive financial conversations with tact, professional composure, and clear boundaries, keeping the customer relationship positive.

Meticulously log all customer interactions, payment commitments, and account status updates in our CRM.

Work closely with Billing, Operations, and Customer Experience teams to resolve account discrepancies and eliminate friction points.

Identify recurring patterns or system issues contributing to customer defaults and share actionable feedback with leadership.

What You Bring

3–5+ years in collections, accounts receivable, outbound calling, or customer retention is preferred.

High school diploma or equivalent required (Bachelor’s degree is a plus).

Outstanding verbal and written communication skills with the ability to explain complex account and billing details clearly and simply.

Strong problem-solving mindset, comfortable handling objections, and confident discussing overdue balances.

Patience, active listening, and the resilience to stay calm and constructive during difficult conversations.

Comfort managing high call volumes, navigating daily account queues, and hitting target performance metrics.

Solid experience with modern CRM platforms and ticketing systems (e.g., Zendesk, Freshdesk, Logix, or Salesforce).

Why Join Us?

You play a central role in protecting company revenue while genuinely assisting clients in regaining financial good standing.

A supportive team environment where peer coaching, transparency, and recognition are part of daily operations.

Ongoing training, clear performance pathways, and opportunities to expand into senior customer operations or sales roles.

Health/dental/vision coverage, paid time off, and retirement plan options.

We don’t just focus on doing one thing 100% better; we focus on doing every little thing 1% better consistently. If you take pride in exceptional organization, thrive in a fast-paced environment, and want a meaningful administrative career helping clients navigate complex tax challenges,

We are an Equal Opportunity Employer and consider all qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other status protected by applicable federal, state, or local laws. We are committed to providing reasonable accommodations and to maintaining a workplace free from discrimination and retaliation.