Customer Growth Partner chez TaxSlayer, LLC

Customer Growth Partner

Who We Are

At TaxSlayer, we�re more than a tax software company�we�re a team dedicated to empowering individuals and small businesses to file their taxes online with confidence and ease. Since 1965, TaxSlayer, LLC has been at the forefront of innovation in tax preparation, transforming the way people manage their tax filings.

Our intuitive, user-friendly platform guides customers step by step through the filing process, helping ensure accuracy and maximize refunds. Whether you're a first-time filer or a seasoned tax pro, TaxSlayer makes the experience simple, efficient, and stress-free.

Headquartered in Augusta, Georgia, with a satellite office in Charlotte, North Carolina, TaxSlayer proudly employs nearly 200 year-round team members, along with 300 seasonal support agents during peak tax season. Our workforce is made up of some of the brightest and most talented professionals in the industry-collaborative innovators who continuously enhance our products and exceed customer expectations year after year.

Are you a TaxSlayer?

About the Role

The Customer Growth Partner supports the growth and retention of our Professional Customer base by delivering exceptional service, promoting ancillary products, and assisting with sales initiatives. This role serves as a key administrative and customer-facing resource within the Customer Growth Division, contributing directly to client satisfaction and renewal success.

What You�ll Be Doing

• Serve as the first point of contact for client service needs via phone and email; route inquiries appropriately.
• Maintain accurate client records in CRM, including notes, orders, and prospect information.
• Process payments over the phone and assist with client renewals.
• Track and analyze client retention data to support renewal efforts.
• Support departmental sales goals for TaxSlayer Pro (or future product software) renewals.
• Assist in planning and executing IRS shows, territorial seminars, and the Virtual Annual User Seminar.
• Demonstrate knowledge of TaxSlayer software and competitor offerings to support the Growth Team.
• Perform administrative tasks related to client and departmental needs.
• Provide professional verbal and written communication using proper grammar and terminology.
• Other duties as assigned.

How you will Succeed

• Achievement of client renewal and retention targets.
• Accuracy and completeness of CRM data and reporting.
• Timely and professional client interactions.
• Contribution to successful execution of events and seminars.
• Support of team goals and collaboration within the division.

Must-Have Skills & Experience

• Strong customer service and interpersonal skills.
• Proficiency in MS Office and CRM systems.
• Ability to multi-task, stay organized, and work in a fast-paced environment.
• Familiarity with Sandler Sales Techniques or willingness to learn.
• Ability to learn and communicate relevant tax software information.

Physical & Work Environment Requirements

• This is a hybrid role based in our Augusta, GA office.
• Work is performed in a standard office environment with minimal physical demands.
• Must be able to work at a computer and communicate via phone for extended periods.
• Willingness to travel and work flexible hours as needed.

Education & Experience:

• Bachelor�s degree in Accounting, Business, or related field preferred.
• Minimum of 2 years of customer support experience in a sales office environment.
• Bilingual fluency in English and Spanish preferred.

What We Offer at TaxSlayer

At TaxSlayer, we believe our people are our greatest asset. That�s why we�ve built a competitive, comprehensive, and flexible benefits package to support your well-being, professional growth, and work-life harmony.

Flexible Work Options

Work where you thrive. Depending on your role and team needs, enjoy remote or hybrid work arrangements that support your lifestyle.

Generous Time Off

Recharge and refresh with:

• A robust PTO bank for full-time employees
• Paid holidays throughout the year

Health & Wellness Coverage

Comprehensive coverage to keep you and your loved ones healthy:

• Medical, Dental, and Vision insurance
• Multiple coverage tiers: Employee Only, Employee + Spouse/Domestic Partner, Employee + Children, or Family
• Access to a Wellness Program and on-site fitness facility

Financial Benefits

We invest in your future:

• 401(k) with a 150% match on up to 3% of your contribution
• Performance-based bonuses and regular salary reviews

Additional Perks

Enjoy extra benefits that make a difference:

• Company-paid life insurance, short-term & long-term disability
• Optional critical illness and accident insurance
• Education assistance to support your career development
• Company-paid parking, access to our company store, and unlimited free coffee

Ready to Join Us?

Apply today and be sure to opt in for text updates to stay connected with our recruiting team throughout the process!

Compliance & Equal Opportunity

As a federal contractor, we ensure compliance with all applicable U.S. government requirements and will keep you informed of any obligations.
TaxSlayer is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. This overview is subject to change as needed to meet evolving business goals.