Robert Hall & Associates · 17 hours ago
Customer Service & Sales Support Specialist
United States
Full-time
Remote
Entry Level
1+ years expRobert Hall & Associates (RHA) is California’s most trusted tax firm, serving over 10,000 clients annually. They are seeking a part-time, remote Client Experience & Sales Support Specialist to provide client care and administrative support for a senior Client Solutions Advisor, ensuring high-quality client experiences and efficient workflow management.
AccountingFinancial Services
Hiring Manager
Robert Hall, Founder
Responsibilities
Serve as the primary point of contact for dissatisfied or concerned clients post-appointment
Manage client complaints end-to-end, from intake through resolution
Document all issues and outcomes in Zendesk and internal complaint logs
Provide timely, professional follow-up to ensure resolution and satisfaction
Partner with consultants and internal teams to address and resolve concerns
Identify recurring issues and escalate trends to leadership
Maintain and refine client care and complaint-handling SOPs
Conduct post-appointment outreach to gather feedback and ensure quality
Act as a consistent internal voice for the client experience
Support the CSA with behind-the-scenes administrative tasks
Call notes organization and documentation
Post-call follow-up tasks and internal handoffs
Ensure intake information is complete, accurate, and well-organized
Track key workflow milestones to ensure nothing is missed
Help maintain clean systems and processes that support the sales pipeline
Collaborate with Operations and Marketing to ensure alignment and continuity
Qualification
Required
1+ years in a client-facing or support role (client care, customer success, admin support, operations, etc.)
Calm, empathetic, and grounded in emotionally charged situations
Communicate clearly and professionally, especially in writing
Highly organized and take pride in clean systems and follow-through
Enjoy supporting others and making workflows smoother and easier
Can manage multiple priorities without becoming reactive
Comfortable using tools like CRM systems, Zendesk, and Google Workspace (or are a fast learner)
Bring a proactive, solutions-oriented mindset
Preferred
Experience in tax, finance, or professional services
Benefits
Performance-based bonuses tied to company success
Opportunity for expanded responsibility as the team grows
Company
Robert Hall & Associates
Since 1971, Robert Hall & Associates has built a reputable track record helping clients of all sizes with daily accounting and tax issues.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jhoanne Soledad
Executive Assistant To Chief Executive Officer
Robert Hall, Founder
Founder
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