Customer Service Representative II (Seasonal)

Ali Aydi; Texas; Hybrid; USD 40.000 - 56.000; Vollzeit

Zusammenfassung

SupportNinja seeks a Customer Service Representative II to handle tax-related inquiries via phone, email, and chat for a US tax-filing platform. You will provide product information, resolve issues, and document interactions in the CRM with a strong emphasis on accuracy and customer satisfaction.

The role requires calm, empathetic communication and the ability to escalate complex questions to tax professionals when needed, while maintaining high service standards and teamwork.

Qualifikationen

• 2+ years of customer-facing support experience, including phone assistance.
• Ability to explain complicated information in simple terms.
• Experience handling stressful customer situations with professionalism.
• Prior experience in tax preparation, tax software, fintech, banking, or regulated finance.
• Availability during tax season, including some evenings and weekends.
• Warm, calm, patient, conversational and confident communication.

Aufgaben

• Responds promptly and professionally to customer inquiries via two channels (phone, email, or chat).
• Provides in-depth information about products and services to customers.
• Resolves complex customer issues in a timely and efficient manner.
• Follow up with customers to ensure issues are resolved to their satisfaction.
• Document customer interactions in the CRM accurately.
• Escalate cases to higher-level support or management when needed.
• Maintain a positive, empathetic, and professional attitude toward customers and colleagues.
• Meet or exceed performance targets for related KPIs.
• Collaborate with other departments to resolve customer issues.

Kenntnisse

Customer service

Communication

Problem solving

Stress management

Tax knowledge

Tools

CRM systems

Tax software

Jobbeschreibung

The Customer Service Representative II is responsible for handling incoming customer inquiries via phone, email, or chat and resolving customer issues in a timely and professional manner.

What does a day in the life of a Customer Service Representative look like?

• Responds promptly and professionally to customer inquiries via a maximum of two communication channels such as, phone, email, or chat
• Provides in-depth information about products and services to customers
• Resolves complex customer issues in a timely and efficient manner
• Follow up with customers to ensure that their issues have been resolved to their satisfaction
• Properly and accurately document customer interactions in the organization’s CRM
• Handle cases that require escalation to higher-level support or management and ensure they are resolved efficiently
• Effectively manage high-pressure situations, maintaining professionalism and composure while resolving issues
• Adhere to company policies and procedures
• Meet or exceed performance targets for related KPIs
• Continuously improve knowledge of products, services, and processes by participating in training programs and continuous learning modules
• Collaborate with other departments as needed to resolve customer issues
• Maintain a positive, empathetic, and professional attitude toward customers and colleagues at all times
• Perform other duties as assigned
• Provide customer support via phone and chat for a US tax-filing platform.
• Handle tax filing and product-related inquiries, including refund status, filing requirements, tax documents, IRS statuses, W-2s, dependents, and other high-level tax questions.
• Assist customers with account, payment, and basic product/app issues, including troubleshooting when documents or features are not working.
• Explain tax and financial information and help customers understand what information/documents they need to complete their return.
• Handle customer interactions with patience, professionalism, and a nonjudgmental approach, particularly given the stressful nature of tax-related inquiries.
• Escalate more complex tax questions to a potential higher-tier tax professional, subject to final model/scoping confirmation.

What are the required qualifications of a Customer Service Representative?

• 2+ years of customer-facing support experience Experience supporting customers over the phone
• Ability to explain complicated information in simple, conversational language
• Ability to recognize when to escape rather than provide an answer; client identified knowing when not to answer as a core competency
• Experience handling stressful customer situations with patience and professionalism
• Prior experience in tax preparation, tax software, fintech, banking, insurance, or another regulated financial product
• Availability during tax season, including some evenings and weekends during peak periods
• Warm, calm, patient, conversational, nonjudgmental, thoughtful, and confident without bluffing.

The duties and responsibilities listed above describe the post as it is in general terms and are not definitive. The post holder is expected to accept any reasonable alterations that may from time to time be necessary.

SupportNinja is proud to be an Equal Employment Opportunity employer and we do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, disability, or other applicable legally protected characteristics under federal, state, or local law.

Customer Support CRM Troubleshooting Phone Support Conflict Resolution Tax Preparation and Customer Service

Details

Who may apply USA Only As the board states it — check the description for country or time-zone limits.