Customer Service / Inside Sales Representative

About This Role

This is a seasonal, on-site Customer Service / Inside Sales Representative role responsible for delivering exceptional sales guidance and customer service support by addressing routine inquiries and routing expert consultations related to client products and services.

Responsibilities

• Actively listen to the customer’s concern and put their goals first
• Understand and identify needs quickly and accurately
• Deliver personalized consultations to build excitement, clarification, and guidance on tax products and the overall tax preparation process
• Guide customers through the entire decision process and ensure successful transitions to tax professionals
• Follow up with leads to encourage completion of their tax filing journey
• Actively contribute feedback to help improve the Concierge program
• Deliver expert customer experiences

Requirements

• High school diploma or equivalent
• 1-2 years of consultative sales experience (sales through service)
• 1 year of customer service experience
• Excellent relationship-building and communication abilities
• Proficiency in fast-paced multi-tasking, relationship management
• Highly motivated by results and recognition
• Ability to achieve revenue targets through strategic account management and upselling opportunities

Qualifications

• high school diploma or equivalent
• 1-2 years of consultative sales experience and 1 year of customer service experience required

Nice to Have

• Some tax knowledge is helpful
• Luxury, Concierge or "care" experience preferred (travel planner, real estate, social worker, case worker)

Benefits