Sales through Service Representative: Concierge Tax Consultant
Location:
Chandler, AZ (Full-Time | Hybrid Potential) Schedule:
Regular Business Hours (Monday – Friday) Industry:
Fintech / Professional Tax Services
Are you a high-level consultative sales professional who excels at turning complex decisions into seamless, white-glove experiences? We are seeking a
Sales through Service Representative
to join our Concierge program in Chandler. This isn't just a sales role—it’s about providing expert guidance, building excitement, and acting as a trusted advisor for customers navigating their tax journey.
The Role: Consultative Guidance & Relationship Management As a Concierge Representative, you are the bridge between a customer's initial interest and their successful tax filing. You will focus on Sales through Service, ensuring every interaction feels personalized, supportive, and high-end. Personalized Consultations:
Deliver expert guidance on tax products, building excitement and providing clarity on the preparation process. Active Listening:
Identify customer goals and needs quickly and accurately, putting their objectives at the forefront of every conversation. The Seamless Handoff:
Guide customers through the entire decision-making process and manage the successful transition to tax professionals. Lead Management:
Proactively follow up with leads to encourage and support the completion of their tax filing journey. Strategic Growth:
Achieve revenue targets through account management and identifying upselling opportunities that truly benefit the customer. Program Innovation:
Actively contribute feedback to help refine and improve the Concierge program.
What You Bring to the Team We are looking for a concierge-style professional who is motivated by results, recognition, and the satisfaction of a job well done. Consultative Sales Mastery:
You have a proven track record of guiding clients through complex choices rather than just closing a deal. Experience:
*
2 years
of consultative sales experience (sales through service)
OR 1 year
of consultative sales experience plus
1 year
of high-level customer service. Premium Background:
Experience in
Luxury, Concierge, or high-touch care environments
is strongly preferred. Communication:
Exceptional relationship-building skills and the ability to multitask in a fast-paced environment. Education:
High school diploma or equivalent. Tax Knowledge:
Helpful, but not required—we value your ability to sell through service and build trust above all else. Knowledge, Skills, and Abilities White-Glove Mindset:
The ability to deliver an expert customer experience with a smile even during peak seasons. Results-Oriented:
Highly motivated by hitting targets and being recognized for excellence. Adaptability:
Proficiency in managing multiple relationships simultaneously while maintaining a focus on detail.
Why Join Us? Modern Workspace:
Join a dynamic team in Chandler, AZ with the flexibility of a
hybrid
work model. Professional Growth:
Contribute to an innovative program that is redefining how customers experience tax preparation. Work-Life Balance:
Enjoy regular business hours without the typical high-stress retail or call center schedule.
Ready to elevate the customer experience in the tax industry? Apply today to join our Concierge team!
Location:
Chandler, AZ (Full-Time | Hybrid Potential) Schedule:
Regular Business Hours (Monday – Friday) Industry:
Fintech / Professional Tax Services
Are you a high-level consultative sales professional who excels at turning complex decisions into seamless, white-glove experiences? We are seeking a
Sales through Service Representative
to join our Concierge program in Chandler. This isn't just a sales role—it’s about providing expert guidance, building excitement, and acting as a trusted advisor for customers navigating their tax journey.
The Role: Consultative Guidance & Relationship Management As a Concierge Representative, you are the bridge between a customer's initial interest and their successful tax filing. You will focus on Sales through Service, ensuring every interaction feels personalized, supportive, and high-end. Personalized Consultations:
Deliver expert guidance on tax products, building excitement and providing clarity on the preparation process. Active Listening:
Identify customer goals and needs quickly and accurately, putting their objectives at the forefront of every conversation. The Seamless Handoff:
Guide customers through the entire decision-making process and manage the successful transition to tax professionals. Lead Management:
Proactively follow up with leads to encourage and support the completion of their tax filing journey. Strategic Growth:
Achieve revenue targets through account management and identifying upselling opportunities that truly benefit the customer. Program Innovation:
Actively contribute feedback to help refine and improve the Concierge program.
What You Bring to the Team We are looking for a concierge-style professional who is motivated by results, recognition, and the satisfaction of a job well done. Consultative Sales Mastery:
You have a proven track record of guiding clients through complex choices rather than just closing a deal. Experience:
*
2 years
of consultative sales experience (sales through service)
OR 1 year
of consultative sales experience plus
1 year
of high-level customer service. Premium Background:
Experience in
Luxury, Concierge, or high-touch care environments
is strongly preferred. Communication:
Exceptional relationship-building skills and the ability to multitask in a fast-paced environment. Education:
High school diploma or equivalent. Tax Knowledge:
Helpful, but not required—we value your ability to sell through service and build trust above all else. Knowledge, Skills, and Abilities White-Glove Mindset:
The ability to deliver an expert customer experience with a smile even during peak seasons. Results-Oriented:
Highly motivated by hitting targets and being recognized for excellence. Adaptability:
Proficiency in managing multiple relationships simultaneously while maintaining a focus on detail.
Why Join Us? Modern Workspace:
Join a dynamic team in Chandler, AZ with the flexibility of a
hybrid
work model. Professional Growth:
Contribute to an innovative program that is redefining how customers experience tax preparation. Work-Life Balance:
Enjoy regular business hours without the typical high-stress retail or call center schedule.
Ready to elevate the customer experience in the tax industry? Apply today to join our Concierge team!