C
Account Manager (Remote)
Champion Tax Relief, Inc.
6d ago
0SalesPortland, OR, USjobspy_indeed
remoteindeed
Job Description
**Summary:**
This is a case management focused administrative role. You will serve as the organizational backbone of the client experience \- managing documentation, maintaining case accuracy, communicating with clients, and ensuring nothing falls through the cracks.
This is not an entry\-level position. We are looking for someone with a proven track record of administrative excellence who is ready to contribute from day one and grow with us long term.
***You must read posting thoroughly.***
**Essential Duties and Responsibilities:**
**Client Relationship Management**
* Serve as the primary point of contact for assigned clients, building strong, professional relationships through proactive communication.
* Communicate with clients via phone, email, and text to answer questions, gather documentation, provide updates, and schedule meetings.
* Maintain a supportive and empathetic presence while assisting clients through complex or stressful situations.
**Case and Project Management**
* Manage client case files with precision, ensuring all documentation is complete, accurate, and up to date.
* Track project milestones, deadlines, and outstanding action items to keep client engagements moving forward.
* Review documentation for completeness and follow up on missing information as needed.
**Team Coordination**
* Coordinate with internal team members to ensure client work progresses efficiently and deadlines are met.
* Communicate updates, priorities, and outstanding items across departments to maintain seamless service delivery.
* Escalate concerns or roadblocks when appropriate while helping facilitate timely resolutions.
**Administrative Support**
* Maintain organized digital records, client files, and supporting documentation.
* Handle administrative responsibilities, including filing, scheduling, document preparation, and project coordination.
* Ensure client information is maintained accurately across internal systems.
**Problem Solving \& Quality Assurance**
* Identify potential issues early and resolve them independently using sound judgment.
* Monitor client progress to proactively address obstacles before they impact timelines or service quality.
* Maintain accuracy and attention to detail while ensuring company policies and standards are followed.
**Qualifications:**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
**Education/Experience**
* 3\+ years of administrative experience in a professional environment.
* 3\+ years of customer facing or client service experience.
* Demonstrated remote work experience with a reliable, distraction\-free home workspace
* Ability to manage multiple priorities in a fast\-paced environment.
* Proficiency with Microsof
