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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