Remote Client Success & Case Manager

Champion Tax Relief, Inc.; Las Vegas (NV); Remote; USD 40,000 - 60,000; Full time

Job summary

Champion Tax Relief, Inc. is seeking a experienced administrative professional to serve as the backbone of the client experience.

This remote role focuses on managing documentation, maintaining case accuracy, and coordinating with internal teams to deliver seamless service. The ideal candidate has 3+ years of admin and client-service experience, with a proven track record working remotely and handling confidential financial information.

Qualifications

• 3+ years of administrative experience in a professional environment.
• 3+ years of customer facing or client service experience.
• Demonstrated remote work experience with a reliable, distraction-free home workspace.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office or Google Workspace.
• Ability to maintain confidentiality and handle sensitive financial information professionally.

Responsibilities

• Serve as the primary point of contact for assigned clients, building professional relationships through proactive communication.
• Manage client case files with precision, ensuring documentation is complete and up to date.
• Coordinate with internal team members to ensure work progresses efficiently and deadlines are met.
• Maintain organized digital records, client files, and supporting documentation.
• Identify potential issues early and resolve them independently while ensuring quality and policy compliance.

Skills

Administrative excellence

Remote work experience

Microsoft Office / Google Workspace

Confidentiality handling

Multi-tasking

Tools

CRM platforms

Job description

Champion Tax Relief, Inc. is seeking a experienced administrative professional to serve as the backbone of the client experience.

This remote role focuses on managing documentation, maintaining case accuracy, and coordinating with internal teams to deliver seamless service. The ideal candidate has 3+ years of admin and client-service experience, with a proven track record working remotely and handling confidential financial information.