Appointment Specialist
Not Disclosed•Full-TimeOn-site
location_onLeafy Pass, Groves, Orchard Hills, Irvine, Orange County, California, 92602, United States
Why Join TaxRise?
At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.
Our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be.
About the Role
The Appointment Specialist plays a vital role in the success of our sales organization by acting as a bridge between our clients and Sales Representatives. This role is responsible for ensuring clients stay engaged, informed, and on track through key milestones of their journey—starting from initial enrollment through post-investigation follow-ups.
You will assist clients with completing documents in their client portal, guide them through financial profile submissions, and help schedule important calls. You'll also re-engage aged leads and follow-up with prospects who previously showed interest in our services. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced, client-focused environment.
Work Model: We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying.
Our Culture & Rewards
At TaxRise, we believe in taking care of our team so they can take care of our clients. We believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.
Your success is in your hands - our top performers consistently earn even more! If you're looking for a role where your effort directly translates to higher earnings, this is the place for you. Join us and rise with a team that values and rewards excellence!
Beyond compensation, we offer a supportive environment including an on-site gym, gaming lounge, and catered team lunches every Friday. We also provide professional development programs to support your growth and fun, energizing quarterly company outings.
Equal Opportunity
At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion, sex, gender, gender identity, national origin, age, disability, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application.
Work location
Work model: On-site
Leafy Pass, Groves, Orchard Hills, Irvine, Orange County, California, 92602, United States
Irvine, California
Key Responsibilities
- check_circleManage a pipeline of newly enrolled clients and assist in completing pending documentation
- check_circleContact clients via phone, email, and text to verify information and obtain required signatures
- check_circleFollow up with clients to schedule their second call with the Sales Representative
- check_circleReconnect with aged prospects who previously expressed interest but did not enroll
- check_circleMaintain accurate notes, case statuses, and communication logs in the Salesforce CRM system
- check_circleAssist clients in rescheduling missed appointments and following up on unresponsive cases
- check_circlePerform periodic audits of client cases to ensure all requirements are met and processes are followed
- check_circleCollaborate with internal departments to gather missing documents or details
Requirements
- verifiedHigh school diploma or equivalent
- verified2+ years experience in support, administrative, or client-facing role
- verifiedSalesforce experience preferred
- verifiedGoogle Workspace knowledge
- verifiedMicrosoft Office knowledge
- verifiedCalendly knowledge
- verifiedSlack knowledge
Nice to Have
Experience in a high-volume, fast-paced environment. Familiarity with Salesforce.
Benefits & Perks
check_circleMedical, Dental, and Vision Insurance starting after 60 dayscheck_circlePaid Time Offcheck_circle401(k) retirement plan with company matchcheck_circleProfessional Development ProgramAccess to on-site gym and gaming lounge
Similar Job Opportunities
Skills, education and keywords
Skills: Salesforce, Google Workspace, Microsoft Office, Calendly, Slack.
Education: High school diploma or equivalent required.
Frequently asked questions about Appointment Specialist at TaxRise
What does a Appointment Specialist at TaxRise do?expand_more
In this Appointment Specialist at TaxRise role, you will manage a pipeline of newly enrolled clients and assist in completing pending documentation; contact clients via phone, email, and text to verify information and obtain required signatures; follow up with clients to schedule their second call with the sales representative; and reconnect with aged prospects who previously expressed interest but did not enroll.
What are the requirements for this Appointment Specialist role?expand_more
TaxRise is looking for candidates who meet the following requirements: High school diploma or equivalent; 2+ years experience in support, administrative, or client-facing role; Salesforce experience preferred; Google Workspace knowledge; Microsoft Office knowledge; and Calendly knowledge.
Where is the Appointment Specialist role at TaxRise located?expand_more
Appointment Specialist at TaxRise is based in Leafy Pass, Groves, Orchard Hills, Irvine, Orange County, California, 92602, United States. This is a on-site role.
Is this Appointment Specialist job remote, hybrid, or on-site?expand_more
TaxRise has listed this Appointment Specialist role as on-site.
How much experience is required for this Appointment Specialist role?expand_more
Appointment Specialist at TaxRise typically requires 2+ years of relevant experience at the mid level level.
What skills do you need for the Appointment Specialist role at TaxRise?expand_more
Key skills for Appointment Specialist at TaxRise include Salesforce; Google Workspace; Microsoft Office; Calendly; and Slack.
What education is required for Appointment Specialist at TaxRise?expand_more
Educational requirements for this role: High school diploma or equivalent required.
What category does the Appointment Specialist role belong to?expand_more
Appointment Specialist at TaxRise is part of the accounting & finance job category on Recrutus.
About TaxRise
TaxRise operates within the financial services sector, specializing in tax relief resolution solutions from its headquarters in Irvine. The organization assists individuals and families in navigating complex tax challenges to achieve financial freedom. By focusing on personalized strategies, TaxRise delivers tailored outcomes for each client, a commitment reflected in thousands of annual success stories that have established the firm as a trusted entity in the industry.
The company integrates innovation and technology to enhance the client experience, challenging conventional methods to provide effective relief. This approach is supported by a collaborative culture that values creativity and the input of every team member. TaxRise positions itself as a platform for both clients seeking financial stability and professionals aiming to make a tangible impact within the tax resolution field. The firm emphasizes a shared mission of lifting others up through transformative results and dedicated service.
Browse more roles: All TaxRise jobs, accounting & finance jobs on Recrutus.