Onsite Client Success Specialist (Irvine)

TaxRise Inc.; Irvine (CA); Vor Ort; USD 49.000 - 60.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer service

Call handling

Written communication

Verbal communication

CRM experience

Tools

CRM software

Ticketing system

Jobbeschreibung

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.