Customer Service Representative (Potentially Hybrid)

Vensure Employer Services
Chandler, AZ

Job Description

Job Description

Sales through Service Representative

• Actively listen to the customer’s concern and put their goals first

• Understand and identify needs quickly and accurately

• Deliver personalized consultations to build excitement, clarification, and guidance on tax products

and the overall tax preparation process

• Guide customers through the entire decision process and ensure successful 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

YOUR QUALIFICATIONS

• High school diploma or equivalent

• 2 years of consultative sales experience required (sales through service)

• Or 1-year consultative sales experience plus 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

• Achieve revenue targets through strategic account management and upselling opportunities

• Some tax knowledge is helpful but not required

• Luxury, Concierge or care experience preferred

Posted 2026-03-16

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