Customer Service & Sales Support Specialist
Robert Hall & Associates, Glendale, California, us, 91222
Overview
Bonus consideration for candidates in the Los Angeles / Glendale area
Job Title
Customer Service & Sales Support Specialist (Part-Time, Remote)
Bonus consideration for candidates in the Los Angeles / Glendale area
Location
Remote (Los Angeles Area preferred) - Need to be United States based
Optional in-person collaboration for LA / Glendale–based candidates
Reports To
Director of Administration
In close partnership with the Client Solutions Advisor (CSA)
About Robert Hall & Associates (RHA)
Robert Hall & Associates has been California’s most trusted tax firm since 1971, serving over 10,000 clients annually. While tax expertise is our foundation, client trust is our differentiator.
We are a people-first organization grounded in our core values:
Professionalism, Respect, Integrity, Development, and Empathy.
This role exists to protect the quality of our client experience, especially in moments that require care, clarity, and follow-through.
About the Role We are seeking a
part-time, remote Client Experience & Sales Support Specialist
to support a senior Client Solutions Advisor (CSA).
This role is
not a sales or discovery position .
Instead, you will:
Own client care and complaint resolution
Provide foundational administrative and organizational support for the CSA’s sales and intake workflow
Your work ensures that:
Clients feel heard, respected, and supported.
The CSA is freed up to focus on high-level conversations.
Nothing falls through the cracks behind the scenes.
This role is ideal for someone who is
steady, organized, emotionally intelligent, and detail-oriented .
Key Responsibilities
Client Care & Complaint Resolution (Primary Responsibility)
Serve as the primary point of contact for dissatisfied or concerned clients post-appointment
Manage client complaints end-to-end, from intake through resolution
Document all issues and outcomes in Zendesk and internal complaint logs
Provide timely, professional follow-up to ensure resolution and satisfaction
Partner with consultants and internal teams to address and resolve concerns
Identify recurring issues and escalate trends to leadership
Maintain and refine client care and complaint-handling SOPs
Conduct post-appointment outreach to gather feedback and ensure quality
Act as a consistent internal voice for the client experience
Sales & Intake Administrative Support (Non-Sales)
Support the CSA with behind-the-scenes administrative tasks, including:
Call notes organization and documentation
Post-call follow-up tasks and internal handoffs
Ensure intake information is complete, accurate, and well-organized
Track key workflow milestones to ensure nothing is missed
Help maintain clean systems and processes that support the sales pipeline
Collaborate with Operations and Marketing to ensure alignment and continuity
You will not be responsible for selling, closing, or leading intake calls.
You’re a Great Fit If You…
Have
1+ years
in a client-facing or support role (client care, customer success, admin support, operations, etc.).
Are calm, empathetic, and grounded in emotionally charged situations.
Communicate clearly and professionally, especially in writing.
Are highly organized and take pride in clean systems and follow-through.
Enjoy supporting others and making workflows smoother and easier.
Can manage multiple priorities without becoming reactive.
Are comfortable using tools like CRM systems, Zendesk, and Google Workspace (or are a fast learner).
Bring a proactive, solutions-oriented mindset.
Bonus:
Experience in tax, finance, or professional services.
Work Structure & Compensation Part-time role
to start (hours to be discussed)
Fully remote
Bonus consideration for candidates located in
Los Angeles / Glendale
Competitive compensation based on experience
Performance-based bonuses tied to company success
Opportunity for expanded responsibility as the team grows
Why This Role Matters This role protects
trust .
You support clients when they need extra care, and you support internal leaders by ensuring clarity, organization, and follow-through behind the scenes.
Your work directly reduces friction, stress, and rework, and helps RHA deliver on its promise of professionalism and empathy.
How to Apply We’re looking for someone thoughtful, steady, and aligned with our values.
Please submit:
Your resume (PDF preferred)
A short cover letter explaining why this role resonates with you
Thank you so much and we look forward to hearing from you.
Robert Hall & Associates
#J-18808-Ljbffr
Job Title
Customer Service & Sales Support Specialist (Part-Time, Remote)
Bonus consideration for candidates in the Los Angeles / Glendale area
Location
Remote (Los Angeles Area preferred) - Need to be United States based
Optional in-person collaboration for LA / Glendale–based candidates
Reports To
Director of Administration
In close partnership with the Client Solutions Advisor (CSA)
About Robert Hall & Associates (RHA)
Robert Hall & Associates has been California’s most trusted tax firm since 1971, serving over 10,000 clients annually. While tax expertise is our foundation, client trust is our differentiator.
We are a people-first organization grounded in our core values:
Professionalism, Respect, Integrity, Development, and Empathy.
This role exists to protect the quality of our client experience, especially in moments that require care, clarity, and follow-through.
About the Role We are seeking a
part-time, remote Client Experience & Sales Support Specialist
to support a senior Client Solutions Advisor (CSA).
This role is
not a sales or discovery position .
Instead, you will:
Own client care and complaint resolution
Provide foundational administrative and organizational support for the CSA’s sales and intake workflow
Your work ensures that:
Clients feel heard, respected, and supported.
The CSA is freed up to focus on high-level conversations.
Nothing falls through the cracks behind the scenes.
This role is ideal for someone who is
steady, organized, emotionally intelligent, and detail-oriented .
Key Responsibilities
Client Care & Complaint Resolution (Primary Responsibility)
Serve as the primary point of contact for dissatisfied or concerned clients post-appointment
Manage client complaints end-to-end, from intake through resolution
Document all issues and outcomes in Zendesk and internal complaint logs
Provide timely, professional follow-up to ensure resolution and satisfaction
Partner with consultants and internal teams to address and resolve concerns
Identify recurring issues and escalate trends to leadership
Maintain and refine client care and complaint-handling SOPs
Conduct post-appointment outreach to gather feedback and ensure quality
Act as a consistent internal voice for the client experience
Sales & Intake Administrative Support (Non-Sales)
Support the CSA with behind-the-scenes administrative tasks, including:
Call notes organization and documentation
Post-call follow-up tasks and internal handoffs
Ensure intake information is complete, accurate, and well-organized
Track key workflow milestones to ensure nothing is missed
Help maintain clean systems and processes that support the sales pipeline
Collaborate with Operations and Marketing to ensure alignment and continuity
You will not be responsible for selling, closing, or leading intake calls.
You’re a Great Fit If You…
Have
1+ years
in a client-facing or support role (client care, customer success, admin support, operations, etc.).
Are calm, empathetic, and grounded in emotionally charged situations.
Communicate clearly and professionally, especially in writing.
Are highly organized and take pride in clean systems and follow-through.
Enjoy supporting others and making workflows smoother and easier.
Can manage multiple priorities without becoming reactive.
Are comfortable using tools like CRM systems, Zendesk, and Google Workspace (or are a fast learner).
Bring a proactive, solutions-oriented mindset.
Bonus:
Experience in tax, finance, or professional services.
Work Structure & Compensation Part-time role
to start (hours to be discussed)
Fully remote
Bonus consideration for candidates located in
Los Angeles / Glendale
Competitive compensation based on experience
Performance-based bonuses tied to company success
Opportunity for expanded responsibility as the team grows
Why This Role Matters This role protects
trust .
You support clients when they need extra care, and you support internal leaders by ensuring clarity, organization, and follow-through behind the scenes.
Your work directly reduces friction, stress, and rework, and helps RHA deliver on its promise of professionalism and empathy.
How to Apply We’re looking for someone thoughtful, steady, and aligned with our values.
Please submit:
Your resume (PDF preferred)
A short cover letter explaining why this role resonates with you
Thank you so much and we look forward to hearing from you.
Robert Hall & Associates
#J-18808-Ljbffr