Customer Service Account Manager

TaxRise

Irvine, CA, United States
Base: $24.00 - $28.00 ph; bonus/equity: average $1...
On-site
High-volume client portfolio management
Frequent outbound phone outreach
Document collection and review
TaxRise is seeking a Customer Service Account Manager to manage a portfolio of clients, focusing on document collection and case resolution in a fast-paced environment. The role requires strong organizational skills, excellent communication abilities, and a customer service orientation, with opportunities for performance-based bonuses and benefits

Job Summary

  • The Customer Service Account Manager manages a high-volume portfolio of active clients and conducts frequent outbound phone outreach to collect required documentation and drive cases toward resolution.
  • Success is measured by call activity, responsiveness, case progression, and clear client communication around updates and key milestones.
  • We offer competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

Matching Summary

Match Score: 85

TaxRise is seeking a Customer Service Account Manager to manage a portfolio of clients, focusing on document collection and case resolution in a fast-paced environment. The role requires strong organizational skills, excellent communication abilities, and a customer service orientation, with opportunities for performance-based bonuses and benefits.

Salary

Base: $24.00 - $28.00 per hour; Bonus/Equity: Average $1,500 - $3,000 monthly bonus; Benefits: Medical, Dental, Vision, PTO, 401(k) with match

Skills & Requirements

Must-have

  • High-volume client portfolio management
  • Frequent outbound phone outreach
  • Document collection and review
  • CRM system management
  • Client communication and problem-solving

Nice-to-have

  • Client relationship building
  • Process improvement collaboration

Key Requirements

  • Previous experience in document coordination, loan processing, or similar administrative role
  • Proficiency in CRM systems or document management tools
  • Excellent written and verbal communication skills
  • Strong organizational skills with attention to detail

Work Rights

Not specified

Tailored Resume

Cover Letter