Remote Client Success & Case Manager

Champion Tax Relief, Inc.; New Mexico; Remote; USD 45,000 - 60,000; Full time

Job summary

Champion Tax Relief, Inc. is seeking an experienced administrative professional for a remote case-management oriented role. You will serve as the organizational backbone of the client experience, managing documentation, ensuring accuracy, and coordinating communications.

You should have a proven track record in administrative excellence, including remote-work experience, strong confidentiality, and the ability to handle multiple priorities in a fast-paced environment. This is not entry-level.

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 strong, professional relationships through proactive communication.
• Communicate with clients via phone, email, and text to answer questions, gather documentation, provide updates, and schedule meetings.
• Maintain organized digital records, client files, and supporting documentation.
• Handle administrative responsibilities, including filing, scheduling, document preparation, and project coordination.
• Ensure client information is maintained accurately across internal systems.
• Track project milestones, deadlines, and outstanding action items to keep client engagements moving forward.
• Coordinate with internal team members to ensure client work progresses efficiently and deadlines are met.
• Communicate updates, priorities, and outstanding items across departments to maintain seamless service delivery.
• Escalate concerns or roadblocks when appropriate while helping facilitate timely resolutions.

Skills

Administrative experience

Customer facing experience

Remote work experience

Multi-priority management

Microsoft Office/Google Workspace

CRM platforms

Confidentiality

Communication skills

Tools

Microsoft Office/Google Workspace

CRM platforms

Job description

Champion Tax Relief, Inc. is seeking an experienced administrative professional for a remote case-management oriented role. You will serve as the organizational backbone of the client experience, managing documentation, ensuring accuracy, and coordinating communications.

You should have a proven track record in administrative excellence, including remote-work experience, strong confidentiality, and the ability to handle multiple priorities in a fast-paced environment. This is not entry-level.