The work you'll do

Are you a client success professional looking to help clients grow by helping them find the services they need? Is being part of a growing and transformative organization exciting to you? TAG is looking for a Client Success Representative to provide white-glove support to our clients by providing a blend of client relationship and client support skills.

The team

Tax Advisors Group (TAG) provides personalized business personal property and real estate tax consultancy services to corporations nationwide, driving industry-leading results with the highest standard of client service. Serving 700+ companies with a 97%+ client retention rate, we’re proud to have been named one of America’s Best Tax Firms by Forbes for 2022 and 2023 and a most recommended tax firm for 2024 by USA Today. Originally focused on providing property tax solutions for Texas corporations, TAG has in recent years begun expanding offerings to include nationwide compliance and real estate services, leading to an overall period of growth and transformation for the company.

Now is an exciting time to join the #TAGteam as the company continues to expand and evolve! Here at TAG, we recognize our people are our most valuable asset, and that’s reflected in our approach to driving a fantastic work culture. We’re focused on growing the business and leveraging that growth to carve out unique development opportunities for every person on the TAG team. With weekly catered lunches, regular social events in and outside the office, and an extended holiday break each December to disconnect and recharge, we really care about having fun while we work! To put it plainly – our goal is to be the #1 preferred employer in the property tax space.

Role Description

As a member of our client success team, you will serve as a liaison for the organization by fostering a strong understanding of our client’s business goals, building a solid relationship with both clients and internal partners, and growing TAG by expanding accounts where it best serves the client and TAG to do so.

Responsibilities

  • Provides full life cycle support to an assigned book of TAG clients within established service level agreements (SLA) to enable a positive client experience 

    • Participates in onboarding of new clients 

    • Facilitates collection and review of client data in alignment with relevant deadlines 

    • Research questions and issues to ensure clear solutions are identified and communicated timely and holistically to the client and all relevant parties 

    • Serves as the primary contact for client portal training and questions 

    • Assists with renewal contract preparation 

    • Escalates client related concerns to applicable Account Manager and leadership where appropriate 

  • Partners with Account Managers on regular and proactive client conversations to ensure all relevant data is collated and can best be presented to address client needs 

  • Develops and maintains a strong understanding of TAG products, services and business practices 

  • Develops and demonstrates a solid understanding of assigned clients and the variety of needs which may vary with environment, industry, and infrastructure as well as various property types, locations and types of assets 

  • Regularly follows standard operating procedures and TAG processes including use of relevant systems and technology  

  • Maintains accurate and concise documentation at all phases of the client life cycle 

  • Other duties as assigned 

Qualifications

Required 

  • Minimum of 3 years of client success experience  
  • Excellent phone, written and verbal communication skills 
  • Strong interpersonal skills, with ability to persuade and influence others 
  • Ability to quickly build and sustain rapport with clients and team members 
  • Strong organizational and time management skills, with ability to multitask 
  • Self-starter with excellent problem-solving skills 
  • Must be able to take on multiple tasks while still maintaining accuracy and attention to detail 
  • Basic skills in Microsoft Outlook, PowerPoint, Word, Excel and Internet navigation and research 
  • Experience tracking activity and opportunities in a CRM system (e.g., Salesforce) 

Preferred 

  • Relevant work within client success/account management, ideally in property tax or a tech enabled business 
  • 1-2 years sales experience  
  • Strong presentation software skills (e.g., PowerPoint) 
  • Proven track record of operating with a strong sense of urgency 
  • Ability to lead and motivate other team members 
  • Strong conflict management skills  
  • Enthusiasm for helping and educating others 
  • Experience hosting remote calls using various platforms (e.g., Teams, Zoom, WebEx) 

 

Benefits

Competitive salary

Discretionary performance bonuses 

401(k) matching plan, Medical/Dental/Vision Plan

Paid time off, Winter Break Company Close, Social Events

Fitness Center

Hybrid Work Schedule

 

It is TAG’s practice to provide and promote equal opportunity employment through hiring, promotion, and transfer practices, compensation practices, and development opportunities without discrimination based on race, color, national origin, citizenship, sex or gender, gender identity or expression, sexual orientation, marital status, religion, age, disability, service in the military, or any other characteristic protected by applicable federal, state, and local laws.