Account Manager

• Respond to inbound inquiries and conduct outbound follow-up calls before deadlines
• Explain the annual property tax appeal authorization process
• Handle VIP communications
• Identify upselling and cross-selling opportunities
• Request customer feedback
• Monitor authorization-form workflows and ensure automated campaigns run smoothly
• Perform manual follow-ups with non-responsive clients
• Generate, prepare, and review annual property tax appeal authorization forms for accuracy and completeness
• Upload, tag, and organize documents in the internal CRM system
• Update client records and proactively resolve data inconsistencies
• Assist with file cleanup during slower operational periods
• Complete comprehensive onboarding that includes outbound sales calls to pre-qualified leads before transitioning to client retention

• C1 English level required; speaking strictly in English during the whole shift
• 100% dedicated exclusively to this role; no dual employment
• Comfortable navigating CRM platforms and workflow automation tools
• Strong document-handling skills, including PDF generation, data merging, and systematic file organization
• Experience with high-volume inbound and outbound customer interactions and calls
• Excellent verbal and written communication abilities
• Ability to manage high-volume, cyclical administrative processes
• Exceptional attention to detail
• Ability to balance customer service, administrative tasks, and deadline-driven follow-ups
• Professionalism, empathy, and strong problem-solving abilities
• Prior experience in customer service, account management, client retention, inside sales, or administrative support preferred
• Familiarity with property tax appeals, real estate, or related service industries is a plus
• Submit resume and an English audio recording
• Provide a publicly accessible 30–90 second Loom video in English
• Upload an internet speed test screenshot

• Comprehensive onboarding program
• Remote work opportunity
• Full-time dedicated role