Customer Service / Inside Sales Representative (Seasonal) (On-Site)

Position Overview

This full-time Customer Service / Inside Sales Rep position is a “seasonal” opportunity available through April 15, 2026, with the possibility to transition into a permanent role based on performance. In this on-site role, you will connect with customers through inbound/outbound calls and online channels, delivering exceptional service and expert sales guidance. You will address routine inquiries and provide consultation related to client products and services while contributing to a supportive, people-first culture.

Join a global organization recognized for its inclusive culture and career growth opportunities where over 440,000 game-changers work together to power a world that works.

Key Responsibilities

• Actively listen to the customer’s concerns and put their goals first.
• Identify needs quickly and accurately to deliver personalized consultations.
• Guide customers through the entire decision process and transitions to tax professionals.
• Follow up with leads to encourage completion of their tax filing journey.
• Actively contribute feedback to help improve the Concierge program.
• Deliver expert customer experiences with a smile.

Required Qualifications

• Education: Must have a high school diploma or equivalent.
• Experience Required: 1-2 years of consultative sales experience and 1 year of customer service experience.
• Excellent relationship-building and communication abilities.
• Proficiency in fast-paced multi-tasking and relationship management.
• Highly motivated by results and recognition with the ability to achieve revenue targets.

Preferred Qualifications

• Some tax knowledge is helpful but not required.
• Qualifications: Experience in luxury, concierge, or “care” roles (e.g., travel planner, real estate, social work, or case management) is preferred.

Benefits & Perks

• Salary: $28/hr base pay plus incentives based on individual and company performance.
• Benefits: Medical, dental, and vision insurance; comprehensive employee assistance program (EAP); 401(k) retirement plan; paid time off, holidays, and paid training days.
• Schedule: Full-time, on-site position.
• Sales incentive program.
• Paid training and lucrative employee referral bonus opportunities.
• DailyPay enrollment option for early pay access.
• Health and wellness programs with professional support.
• Programs and events supporting diversity, equity, inclusion, global citizenship, sustainability, and community support.
• A range of other perks and benefits.