Current jobs related to Client Retention Advocate - Irvine, California - TaxRise

  • Client Retention Specialist

    4 weeks ago

    Irvine, California, United States TaxRise Full time

    About TaxRiseAt TaxRise, we're revolutionizing the way taxpayers navigate their tax challenges. Our mission is to make a genuine impact on people's lives, and we're looking for exceptional individuals to help us achieve this goal.The RoleThe Client Retention Specialist plays a critical role in ensuring clients are satisfied throughout their customer journey....

  • Tax Partner

    2 weeks ago

    Irvine, California, United States HIRE Retention Full time

    Opportunity OverviewHire Retention is proud to partner with a national executive search firm to identify top talent for our esteemed clients. Our regional CPA firm client has experienced remarkable growth over the past decade, expanding its presence across multiple regions in the United States while preserving its entrepreneurial spirit.The firm serves...

  • Insurance Producer

    1 week ago

    Irvine, California, United States Woodruff-Sawyer & Co., Inc. Full time

    About the RoleWe are seeking a highly skilled Benefits Insurance Producer to join our team at Woodruff-Sawyer & Co., Inc. As a key member of our sales team, you will be responsible for generating new client revenue and developing unique strategies to attract and retain clients.This is a high-impact, high-profile position that requires a strong understanding...

  • Customer Service Representative

    2 weeks ago

    Irvine, California, United States Alleviate Financial Solutions Full time

    Job DescriptionThis role involves delivering exceptional customer service and building lasting relationships with clients. As a Retention Customer Service Representative, you will be responsible for resolving client concerns, providing personalized solutions, and ensuring client satisfaction.Key Responsibilities:Manage escalated client phone calls and...

  • Tax Relief Advocate

    4 weeks ago

    Irvine, California, United States Tax Relief Advocates Full time

    {"h1": "Tax Relief Advocate Job Description", "p": "At Tax Relief Advocates, we strive to provide exceptional service to our clients and community. Our mission is to guide individuals nationwide through the tax resolution process with integrity, empathy, trust, and education. We are seeking a Tax Relief Advocate to join our team. As a Tax Relief Advocate,...

  • Tax Relief Advocate

    4 weeks ago

    Irvine, California, United States Tax Relief Advocates Full time

    {"h1": "Tax Relief Advocate Job Description", "p": "At Tax Relief Advocates, we strive to provide exceptional service to our clients and community. Our mission is to guide individuals nationwide through the tax resolution process with integrity, empathy, trust, and education. We are seeking a Tax Relief Advocate to join our team. As a Tax Relief Advocate,...

  • Strategic Partnerships Specialist

    1 week ago

    Irvine, California, United States HIRE Retention Full time

    We are seeking a seasoned Tax Partner to join our client's team. With a strong focus on innovation and growth, our client is looking for a visionary leader to drive their tax strategy forward.The ideal candidate will have a solid background in public accounting, a strong client portfolio, and a proven track record of success. They will be responsible for...

  • Tax Relief Advocate

    7 days ago

    Irvine, California, United States Tax Relief Advocates Full time

    At Tax Relief Advocates, we strive to be a place driven on empathy and service to our clients and community. Our mission is to guide people nationwide through the tax resolution process with integrity, empathy, trust, and education.We are looking for a Front End Tax Resolution Specialist to join our team. As a key member of our Jr. Sales Team, you will be...

  • Client Manager

    3 weeks ago

    Irvine, California, United States Gallagher Full time

    About the RoleGallagher is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for delivering exceptional service to our clients by proactively managing assigned accounts.Key ResponsibilitiesCommunicate resources available within Gallagher to fill white space needsAccountable for 95% client retentionManage...

  • Customer Success Advocate

    4 weeks ago

    Irvine, California, United States Kuraray America , Inc. Full time

    Job Title: Customer Success ManagerWe are seeking a highly motivated and experienced Customer Success Manager to join our team at Chargezoom. As a key member of our customer-facing team, you will be responsible for ensuring our clients achieve their goals through our intelligently designed software products and accounting software...

  • Account Specialist

    2 weeks ago

    Irvine, California, United States Ultimate Staffing Full time

    Account Specialist OpportunityUltimate Staffing is seeking a highly skilled Account Specialist to join a leading organization in the client services sector. As an Account Specialist, you will play a pivotal role in managing and nurturing client relationships, ensuring satisfaction, retention, and growth.Key Responsibilities:Develop and maintain strong...

  • Client Manager

    4 weeks ago

    Irvine, California, United States Gallagher Full time

    Job Summary:We are seeking a highly skilled Client Manager to join our team at Gallagher. As a Client Manager, you will be responsible for delivering exceptional service to our clients by proactively managing assigned accounts. This is a fantastic opportunity to make a real impact and shape the future of workplaces across industries.About the Role:As a...

  • Client Service Manager

    2 months ago

    Irvine, California, United States Gallagher Full time

    About the RoleGallagher is seeking a skilled Client Service Manager to join our team. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met and exceeded.Key responsibilities include:Managing assigned client accounts to ensure delivery of exceptional...

  • Client Partner

    1 week ago

    Irvine, California, United States NimbleRx Full time

    NimbleRx is a technology company that empowers pharmacies to improve access to reliable, affordable healthcare. Our mission is to bring pharmacies into the future by building a convenient and easy-to-use service that supports pharmacists and empowers patients. We are a fast-growing, technology-first startup doing over $1 billion in GMV annually, and our team...

  • Client Partner

    2 weeks ago

    Irvine, California, United States NimbleRx Full time

    About NimbleRxNimbleRx is a pioneering technology company revolutionizing the healthcare industry by providing seamless access to affordable and reliable healthcare services. Our mission is to empower patients and pharmacists alike by building a user-friendly platform that streamlines pharmacy operations and enhances patient care.Job Title: Client PartnerWe...

  • Senior Client Success Manager

    3 weeks ago

    Irvine, California, United States CoreLogic Full time

    Job SummaryCoreLogic is a leading provider of property-level insights that power the global real estate economy. We are a company with a strong vision to deliver unique data-driven solutions that empower our clients to make informed business decisions.About the RoleWe are seeking a highly skilled Client Success Professional to join our team. As a key member...

  • Senior Client Manager

    4 weeks ago

    Irvine, California, United States Gallagher Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Client Manager to join our team at Gallagher. As a key member of our client service team, you will be responsible for delivering exceptional service to our clients, ensuring their needs are met, and building strong relationships with them.Key ResponsibilitiesManage client relationships and...

  • Senior Client Manager

    2 weeks ago

    Irvine, California, United States Gallagher Full time

    Unlock Your PotentialAt Gallagher, we're committed to empowering our clients to achieve their goals. As a Senior Client Manager, you'll play a vital role in shaping the future of workplaces across industries. With a strong focus on client service and relationship management, you'll have the opportunity to make a lasting impact on our clients' success.About...

  • Insurance Client Relationship Manager

    2 weeks ago

    Irvine, California, United States World Insurance Associates, LLC. Full time

    Job DescriptionAt World Insurance Associates, we are seeking a skilled Insurance Client Relationship Manager to join our team. As a key member of our sales team, you will be responsible for identifying and soliciting new business opportunities, as well as maintaining and growing existing client relationships.Key Responsibilities:Identify and pursue new...

  • Client Success Champion

    1 week ago

    Irvine, California, United States Alleviate Financial Solutions Full time

    Job Summary:As a Client Success Champion at Alleviate Financial Solutions, you will be the friendly face behind every success story. You will be the magician who turns challenges into victories and the ultimate cheerleader for our clients' triumphs. Key Responsibilities:• Communicate with clients to understand their needs and explain product value• Act...

Client Retention Advocate

2 months ago

Irvine, California, United States TaxRise Full time
INTRODUCTION TO TAXRISE:

At TaxRise, we are dedicated to transforming the way individuals manage their tax-related challenges. Our core belief is centered around uplifting others, which drives our mission and daily operations.

By becoming part of TaxRise, you are engaging in a significant movement. Our team is committed to celebrating achievements and making a positive difference in the lives of our clients. As the fastest-growing organization in our sector, we are seeking outstanding individuals to join us in our transformative journey.

If you are eager to contribute your unique skills and innovative mindset to a company where your efforts genuinely matter, TaxRise is the ideal environment for you. Be part of a team that is redefining the landscape of tax resolution.

ROLE OVERVIEW:

The Client Retention Advocate plays a crucial role in ensuring client satisfaction throughout their journey with us. Responsibilities include addressing cancellation requests, de-escalating client concerns, proposing creative solutions to retain clients, and collaborating with various departments to enhance internal processes and overall client experience. The ideal candidate will deliver exceptional customer service and maintain meticulous attention to detail to uphold our high-quality standards.

KEY RESPONSIBILITIES:
  • Manage and resolve cancellation requests submitted through our ticketing systems.
  • Engage with clients to actively listen and empathetically understand their concerns, providing feedback for improvement to management.
  • Employ persuasive communication techniques to effectively address customer issues and resolve complaints.
  • Identify trends and underlying dissatisfaction points, proposing suitable solutions to retain clients.
  • Collaborate with departments such as sales and customer service to ensure a smooth resolution process.
  • Accurately document all client interactions and notes in the company's ticketing and CRM systems.
  • Perform additional duties and responsibilities as assigned by management.
QUALIFICATIONS:
  • Minimum of 2 years of experience in customer service.
  • Experience handling escalated calls is a plus.
  • Strong data collection and analysis skills.
  • High school diploma or GED; with 1-2 years of related experience and/or training; or an equivalent combination of education and experience.
  • Associate degree or equivalent from a two-year college or technical school with 1 year of related experience and/or training; or an equivalent combination of education and experience.
We recognize that potential can manifest in various forms. Even if you do not meet every requirement, we encourage you to apply; we value all qualified candidates.

BENEFITS:
  • Medical, Dental, and Vision Insurance after 60 days.
  • Paid Time Off (Vacation, Sick, Holidays).
  • Wellness Days.
  • 401(k) retirement plan.
  • Professional Development Program.
  • Access to on-site gym and gaming lounge.
  • Quarterly company outings.
  • Catered meals every Friday.
COMPENSATION: $22.00 per hour plus monthly production bonuses.

The above represents TaxRise's current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.

TaxRise is proud to be an equal opportunity employer. We believe that creating a world-class culture and employee experience starts with who we hire and fostering a workplace that celebrates diversity.

We provide equal employment opportunities (EEO) to all individuals without regard to race, color, religion, sex, gender identity, national origin, age, disability, marital status, sexual orientation, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified individuals with disabilities. If you require any reasonable accommodation throughout the recruiting process, please inform your recruiter.