Senior CSR, Registered Agent Services

Jobtailor; Sacramento (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

Jobtailor seeks a seasoned Corporate Services Specialist to join our Sacramento team. You will manage complex client onboarding, coordinate filings across all 50 states, and oversee document retrieval, apostilles, and legalizations, while guiding clients and internal teams with CRM-driven workflows.

Required are 3–5 years in corporate/registered agent contexts, advanced communication, strong analytical skills, and a proven ability to resolve issues.

Qualifications

• 3–5 years of exclusive experience in corporate/registered agent industry or equivalent from in-house legal, law firm or CPA firm
• Fluent knowledge of corporate document retrievals (plain/certified copies, good standings, certificates of fact, certificates reciting, tax status/good standings)
• Comprehensive 50 state filing knowledge for incorporations, formations, registrations, amendments, annual reports, reinstatements, dissolutions, DBAs, apostilles/legalizations
• High school diploma or equivalent is required
• Advanced verbal and written communication skills
• Ability to address and resolve complex issues
• Strong analytical skills
• In-depth knowledge of company products/services
• Proficient and effective use of CRM systems
• Extensive knowledge of corporate services and/or willingness to learn
• Ability to work effectively with internal and external customers whose first language is English
• Must be legally authorized to work in the United States without employer sponsorship, now or in the future

Responsibilities

• Provide direct support to corporate team members and departments
• Communicate with clients regarding corporate services
• Manage complex onboarding processes for large or high-profile customers
• Respond to and resolve client, affiliate, and vendor requests via phone and email
• Manage the order process from client inquiry through processing, invoicing, and follow-up
• Prepare, review, and file corporate documents including incorporations, amendments, DBAs, annual reports, mergers, conversions, withdrawals, dissolutions, tax clearances, and reinstatements
• Obtain certificates of status, conduct name availability and status searches, produce verbal bring-down reports, and manage name reservations and registrations
• Process apostilles, document authentications, and legalizations
• Act as the main point of contact for high-priority customers
• Troubleshoot specialized customer issues
• Analyze renewal and upselling opportunities with sales and product teams
• Review deliverables and invoices before sending to clients
• Assist with client account setup and maintenance
• Educate and promote additional corporate, registered agent, transactional, FEIN, licensing, and annual report services
• Provide specialized training on online accounts, tools, and services
• Create and maintain filing fee and requirements reference charts
• Answer and route phone calls to the appropriate department

Skills

Advanced communication skills

Analytical problem solving

Issue resolution

Collaboration

Training

English-language communication

Education

High School Diploma or equivalent

Tools

CRM Systems

Job description

• Provide direct support to and collaborate with corporate team members and departments
• Communicate with clients regarding corporate services
• Manage complex onboarding processes for large or high-profile customers
• Respond to and resolve client, affiliate, and vendor requests via phone and email
• Manage the order process from client inquiry through processing, invoicing, and follow-up
• Prepare, review, and file corporate documents including incorporations, amendments, DBAs, annual reports, mergers, conversions, withdrawals, dissolutions, tax clearances, and reinstatements
• Obtain certificates of status, conduct name availability and status searches, produce verbal bring-down reports, and manage name reservations and registrations
• Process apostilles, document authentications, and legalizations
• Act as the main point of contact for high-priority customers
• Troubleshoot specialized customer issues
• Analyze renewal and upselling opportunities with sales and product teams
• Review deliverables and invoices before sending to clients
• Assist with client account setup and maintenance
• Educate and promote additional corporate, registered agent, transactional, FEIN, licensing, and annual report services
• Provide specialized training on online accounts, tools, and services
• Create and maintain filing fee and requirements reference charts
• Answer and route phone calls to the appropriate department

Requirements

• 3-5 years of exclusive experience from within the corporate and registered agent industry, or similar content knowledge from an in-house legal team, law firm, or CPA firm position
• Fluent knowledge of various corporate document retrievals, including plain/certified copies, good standings, certificates of fact, certificates reciting, and tax status/good standings
• Comprehensive 50 state filing knowledge for incorporations, formations, qualifications/registrations, amendments, annual reports, reinstatements, dissolutions, DBA's, and apostilles/legalizations
• High school diploma or equivalent required
• Advanced verbal and written communication skills
• Ability to address and resolve complex issues
• Strong analytical skills
• In-depth knowledge of company products/services
• Proficient and effective use of CRM systems
• Extensive knowledge of corporate services and/or willingness to learn
• Ability to work effectively with internal and external customers whose first language is English
• Must be legally authorized to work in the United States without employer sponsorship, now or in the future

Core Competencies

Demonstrates extensive knowledge of corporate services, including document retrieval and filing processes across all 50 states. Proficient in managing complex onboarding and client communication while effectively utilizing CRM systems.

Highest-signal resume keywords

• Corporate Document Retrieval
• 50 State Filing Knowledge
• CRM System Proficiency
• Advanced Communication Skills
• Analytical Problem Solving

ATS Optimization Keywords

Hard Skills

• Document Preparation
• Incorporations
• Amendments
• Apostilles
• Legalizations
• Client Onboarding
• Order Processing
• Tax Clearances
• Annual Reports
• DBA Registration

Soft Skills

• Effective Communication
• Customer Service
• Issue Resolution
• Collaboration
• Training

Industry Keywords

• Corporate Services
• Registered Agent
• Legal Team
• CPA Firm
• Client Account Management