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Customer Support Associate (Remote)

Customer Service
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Job Description

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Responsibilities :
  • Set up onboarding calls with clients
  • Ensure accountants have documents necessary to do their job
  • Communicate with accountants to understand what is necessary to close out the client
  • Send thoughtful emails to get client to send information
  • Call clients when they have become unresponsive
  • Maintaining and updating sales and customer records
  • Compile monthly sales reports
  • Attend weekly sales meetings

  • Requirements:
  • 2+ year of experience
  • Strong written and verbal communication skills
  • Excellent communication skills both with customers and within an organization
  • Experience utilizing sales tools such as: Hubspot

  • We help small businesses with tax credits.

    The US government provides a tax credit for companies that engage in qualified Research and Development (R&D) activities. This R&D Tax Credit, when filed properly, can save your start-up thousands.

    We started this company after having missed out on this tax credit opportunity, ourselves. Our innovative system uses forecasting and analysis technology to help offset your payroll taxes, with a team of experts here to help every step of the way.
    Unlike traditional accounting firms, our specialized team will compile all the proper paperwork for you in just a few days. All you have to do is answer a few questions to make sure you qualify, and your savings will be sent directly to you.

    Candidates must be located in the United States.
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