Tax Debt Services · 1 day ago
Client Retention and Billing Specialist
Murrieta, CA
Full-time
Onsite
Entry Level
$50K/yr - $58K/yr
1+ years expTax Debt Services is focused on creating a positive work environment for its employees, resulting in high customer satisfaction ratings. The Client Retention & Billing Specialist plays a crucial role in managing client relationships and resolving billing issues while ensuring a seamless experience for clients in financial hardship.
AccountingConsultingFinancial ServicesTax Consulting
Responsibilities
De-escalation & Retention: Handle sensitive client calls regarding billing disputes or financial hardships with empathy, turning potential cancellations into long-term successes
Creative Problem Solving: Develop flexible payment arrangements or creative solutions for clients struggling with past-due balances
Payment Operations: Process and apply payments (check, credit card, and ACH) with high attention to detail
Strategic Follow-up: Reach out to customers regarding past-due accounts, focusing on 'saving' the client relationship rather than just collecting a debt
Internal Collaboration: Partner daily with the sales department to verify pricing and ensure a seamless handoff for initial payments
Client Communication: Manage invoicing and monthly statements via email, fax, or mail
Administrative Support: Maintain accurate billing data and support the Admin Department with general duties like data entry and answering phones
Qualification
Required
Proven ability to de-escalate high-stress situations and maintain a professional, calm demeanor
A 'find a way' mindset when it comes to resolving client issues
Strong computer skills and proficiency in billing software
Exceptional organizational, mathematical, and analytical skills
High School Diploma required; BA or BS degree preferred
1+ years of experience in billing, collections, or customer retention
Preferred
BA or BS degree preferred
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Tax Debt Services
Tax Debt Services is a tax consulting firm that assists in tax debt issues and provides financial services to its clients.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andy Sallee
Co-Founder
Company data provided by crunchbase