Customer Service Representative

Wealth Management Corp; Thousand Oaks (CA); On-site; USD 93,000 - 130,000; Full time

Benefits offered by this job

Wellness budget

Retirement matching

Job summary

Wealth Management Corp in Thousand Oaks, CA seeks a Customer Service Representative to drive revenue, manage escalation processes, and coordinate with sales and marketing. You will own outcomes, not just tasks, from day one.

The role requires 5+ years in escalation management, transferable Knowledge Base Management skills, and strong communication to adapt as client scope changes. A proactive, metrics-driven mindset helps convert interest into demos.

Qualifications

• 5+ years in Escalation Management roles.
• Transferable Knowledge Base Management skills.
• Ability to stay calm when scope changes for Thousand Oaks clients.
• Strong communication discipline to over-share early and trim later.

Responsibilities

• Report on attribution and channel ROI to inform budget cycles.
• Push Account Management adoption to avoid blind spots.
• Build landing pages turning Thousand Oaks curiosity into demos.
• Develop the Thousand Oaks reference network to close deals.
• Provide Escalation Management signals to indicate buyer readiness.
• Run the mid-level account as the priority among all accounts.

Skills

Escalation Management

Knowledge Base Management

Client communication

Job description

Plenty of people can run a campaign; Wealth Management Corp wants a Customer Service Representative who can run the whole revenue engine. Count it up: 3 years, $93,000 - $130,000, a sales marketing charter, and the kind of Wealth Management Corp growth that compounds.

Key Responsibilities

• Report on attribution and channel ROI to inform the $93,000 - $130,000 budget cycle
• Push Account Management adoption so the CA team stops flying blind
• Build landing pages that turn Thousand Oaks curiosity into demo bookings
• Build the Thousand Oaks reference network that closes deals for you
• Feed sales the Escalation Management signals that say a buyer is ready now
• Run the mid-level account like it's the only one that matters

What You'll Bring

• 5+ years of Escalation Management reps, not just Escalation Management exposure
• Working knowledge of Escalation Management alongside transferable Knowledge Base Management chops
• Demonstrated calm when a Thousand Oaks, CA client changes scope mid-stream
• The communication discipline to over-share early and trim later

Wealth Management Corp is the kind of hardworking Thousand Oaks company that sales marketing engineers leave their old jobs to join. Ownership runs deep here: you'll own outcomes, not just tasks, from your first week as a Customer Service Representative.

We provide $93,000 - $130,000, a wellness budget, retirement matching, and clear milestones for moving up to the next mid-level.

We are prioritizing Escalation Management talent right now and reviewing resumes as they arrive.