Customer Care Representative
Braintrust
Customer Service
Latin America
Posted on Oct 24, 2024
Job Description
Seeking a detail-oriented, flexible, and motivated individual for our fast-paced team of experts. At our firm, we highly value those who demonstrate a deep commitment to their work, possess an insatiable curiosity, and continuously seek knowledge. Strong communication and active listening skills are vital to excel with us. Take the leap and become part of our dynamic team today!
About The Company
Tax Goddess is recognized as a top 1% of Tax Strategist in the USA.
With 19+ years of experience, We’re not your average number crunchers – we’re a progressive, 100% digital CPA firm. So, if you can handle cloud computing and rock basic tech skills, you’re in for a wild ride!
We are looking for
Someone who has a sparkling personality is Smart as a Whip and is a Customer Care Rep. Strong work ethic, drive to assist, confidence in front of clients, and ability to work independently. Attendance and punctuality are both paramount, as well as a professional demeanor, and excellent customer service skills.
Responsibilities:
Know the client inside and out. You need to be the primary rep and know the clients’ personalities, likes/dislikes, and how they prefer to work with our team. It will be your job to be the Primary point of contact for any clients over any questions, requests, needs, absolutely anything that they need they will reach out to you first.
Note that each representative within our company typically has a maximum of 20-40 clients depending on client size and complexity.
These clients, once assigned, do not change unless issues arise.
You will be expected to handle requests not only at the outset of the request but also throughout the process of the entire team (the whole company) managing the request.
This includes: initial contact, follow-up with the team, final delivery to the client, and the ability to handle any client concerns
There is deep training provided on this, under the wing of a Sr. Rep, and no new representative is typically allowed to deal with clients until after the 90 days of this deep training is complete.
Manage and lead Zoom calls and meetings with clients. You are the “host” and must manage the client and team during these meetings (guide the conversation through any agenda and ensure all participants get their questions answered).
Ensure accurate and timely processing of client requests, including updating client information in the CRM systems (Slack and Insightly primarily).
Collaborate with team members to address client concerns and escalate complex issues to the appropriate department.
As taxes and finances can be a tough subject for some clients, you will be expected and trained to deal with confusion, upset clients, and tough situations, technical knowledge in our arena, and you will be expected to manage any crisis situation with charm and grace.
Maintain confidentiality of client information and adhere to industry regulations and standards.
Provide administrative support to partners and staff, including scheduling meetings, preparing documents, and managing correspondence.
Assist with special projects and initiatives as assigned by management.
Help other departments when needed (if needed) and any other responsibilities as assigned
Qualifications:
Minimum 5 years of previous experience in a customer service or client-facing role, preferably in a professional services environment.
Strong communication skills, both verbal and written, with the ability to communicate complex information clearly and effectively.
Excellent interpersonal skills and the ability to build rapport with clients and colleagues.
Detail-oriented with strong organizational and multitasking abilities.
Proficiency in Google Suite
Ability to maintain confidentiality and handle sensitive information with discretion.
Knowledge of basic accounting principles and tax regulations is a plus.
Our culture and benefits
We offer a full-time contract with consistent and reliable work hours. This leads to consistent compensation, which is sought after by most freelancers and independent contractors.
USA exposure working under a Top 1% ranked CPA for tax strategy.
Paid training. Training isn’t just necessary to our company, it is vital. We ensure that our staff develops skill sets that allow them to perform a broader range of work.
Equal Staff Opportunity. No company politics.
Our company embodies a culture of appreciation. We don’t take for granted our teams’ fantastic work.
Collaborative environment: Our team integrates 13 divisions of expertise. We ensure staff can give help and get help when they need it.
Work-life balance: We provide a flexible working schedule and conduct games, movie nights, fun activities & events to bring the team closer together and ensure a close culture is created & maintained.
We strive to streamline our systems & processes. We provide incentives based on performance and the novel ideas that have been implemented.
Staff Referral Bonus Program.
Tax Goddess provides equal contractor opportunities to applicants and staff regardless of race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, under applicable law.
- Role type: Full-time (40 hours per week)
- Work model: Fully remote
- Working hours: 8 AM to 5 PM Mountain Standard Time (MST)
- Tools/Systems/Applications: Slack, Insightly, Zoom, Google Suite
Seeking a detail-oriented, flexible, and motivated individual for our fast-paced team of experts. At our firm, we highly value those who demonstrate a deep commitment to their work, possess an insatiable curiosity, and continuously seek knowledge. Strong communication and active listening skills are vital to excel with us. Take the leap and become part of our dynamic team today!
About The Company
Tax Goddess is recognized as a top 1% of Tax Strategist in the USA.
With 19+ years of experience, We’re not your average number crunchers – we’re a progressive, 100% digital CPA firm. So, if you can handle cloud computing and rock basic tech skills, you’re in for a wild ride!
We are looking for
Someone who has a sparkling personality is Smart as a Whip and is a Customer Care Rep. Strong work ethic, drive to assist, confidence in front of clients, and ability to work independently. Attendance and punctuality are both paramount, as well as a professional demeanor, and excellent customer service skills.
Responsibilities:
Know the client inside and out. You need to be the primary rep and know the clients’ personalities, likes/dislikes, and how they prefer to work with our team. It will be your job to be the Primary point of contact for any clients over any questions, requests, needs, absolutely anything that they need they will reach out to you first.
Note that each representative within our company typically has a maximum of 20-40 clients depending on client size and complexity.
These clients, once assigned, do not change unless issues arise.
You will be expected to handle requests not only at the outset of the request but also throughout the process of the entire team (the whole company) managing the request.
This includes: initial contact, follow-up with the team, final delivery to the client, and the ability to handle any client concerns
There is deep training provided on this, under the wing of a Sr. Rep, and no new representative is typically allowed to deal with clients until after the 90 days of this deep training is complete.
Manage and lead Zoom calls and meetings with clients. You are the “host” and must manage the client and team during these meetings (guide the conversation through any agenda and ensure all participants get their questions answered).
Ensure accurate and timely processing of client requests, including updating client information in the CRM systems (Slack and Insightly primarily).
Collaborate with team members to address client concerns and escalate complex issues to the appropriate department.
As taxes and finances can be a tough subject for some clients, you will be expected and trained to deal with confusion, upset clients, and tough situations, technical knowledge in our arena, and you will be expected to manage any crisis situation with charm and grace.
Maintain confidentiality of client information and adhere to industry regulations and standards.
Provide administrative support to partners and staff, including scheduling meetings, preparing documents, and managing correspondence.
Assist with special projects and initiatives as assigned by management.
Help other departments when needed (if needed) and any other responsibilities as assigned
Qualifications:
Minimum 5 years of previous experience in a customer service or client-facing role, preferably in a professional services environment.
Strong communication skills, both verbal and written, with the ability to communicate complex information clearly and effectively.
Excellent interpersonal skills and the ability to build rapport with clients and colleagues.
Detail-oriented with strong organizational and multitasking abilities.
Proficiency in Google Suite
Ability to maintain confidentiality and handle sensitive information with discretion.
Knowledge of basic accounting principles and tax regulations is a plus.
Our culture and benefits
We offer a full-time contract with consistent and reliable work hours. This leads to consistent compensation, which is sought after by most freelancers and independent contractors.
USA exposure working under a Top 1% ranked CPA for tax strategy.
Paid training. Training isn’t just necessary to our company, it is vital. We ensure that our staff develops skill sets that allow them to perform a broader range of work.
Equal Staff Opportunity. No company politics.
Our company embodies a culture of appreciation. We don’t take for granted our teams’ fantastic work.
Collaborative environment: Our team integrates 13 divisions of expertise. We ensure staff can give help and get help when they need it.
Work-life balance: We provide a flexible working schedule and conduct games, movie nights, fun activities & events to bring the team closer together and ensure a close culture is created & maintained.
We strive to streamline our systems & processes. We provide incentives based on performance and the novel ideas that have been implemented.
Staff Referral Bonus Program.
Tax Goddess provides equal contractor opportunities to applicants and staff regardless of race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, under applicable law.