Client Relationship Manager Jobs

Job Title: Client Relationship Manager

Location: Remote

Company Overview:

We are a forward-thinking tax firm, leveraging innovative technology to provide outstanding

services to our clients remotely. We are looking for an experienced Client Relationship Manager

to build and preserve trusting relationships with our clients. We’ll rely on you to find ways to

outperform our competition and maintain our company’s positive image.

Key Responsibilities:

1. Check and respond to emails at set intervals throughout the day, ensuring all client

communication is addressed within a 24-hour timeframe (excluding weekends).

2. Track all leads and conversions meticulously, including the details of the service provided and

the price agreed upon.

3. Respond to and interact with all leads within 24 hours.

4. Proactively address potential client dissatisfaction, escalating issues as necessary to avoid

conflict.

5. Allocate an hour daily to training, professional development, and staying updated with tax

industry trends.

6. Ensure equitable treatment of leads irrespective of payment amount.

7. Attend all scheduled meetings, or notify in advance if unable to do so.

8. Dress professionally and maintain a visible presence during all virtual meetings with clients.

9. Understand and accurately apply our pricing structure for clients.

10. Be proficient in the presentation of our tax planning and financial service offerings.

11. Seek knowledge assertively, arranging meetings with team members to clarify uncertainties.

12. Collaborate with a lead preparer throughout tax season, attending at least 10 lead preparer

training for cross-training.

13. Commit to availability during your set hours.

14. Ensure all client communications are accurately recorded in Trello.

15. Update your weekly schedule by 9am CST every Monday.

Requirements:

1. Minimum of 2 years sales experience.

2. Excellent attention to detail.

3. Willingness to understand U.S. tax law.

4. Strong verbal and written communication skills.

5. Proficiency in note-taking.

Firm Core Values:

1. Super-Hungriness

2. Humility

3. Burning desire for an abundant lifestyle

4. Fully present and inspired

5. Self-driven

6. Innovation

7. Strong willingness to learn

8. Burning desire to be the best

9. Gratefulness

10. Patience

11. Genuinely excited

12. Helpfulness

Career Progression:

1. Entry-level Dealmakers: Close 75+ Tax prep clients

2. Mid-Level Dealmakers: Close 150+ Tax Preps and 10+ Tax Plans

3. Professional Dealmaker: Generate $500,000+ in revenue

As a Client Relationship Manager, you will be a contractor with the opportunity to create a local

franchise. In this client-facing role, we encourage your professional growth and entrepreneurial

spirit. If you are looking to make a significant impact while enjoying the flexibility of a remote

position, we look forward to hearing from you.