Client Escalation Specialist

Taxrise · Irvine, CA · Other

Posted 2026-09-02

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ABOUT THE ROLE

As a Client Success Representative – Escalations, you’ll serve as a senior member of our Client Experience team, handling our most complex and high-impact client situations. This role is designed for experienced professionals who excel in critical thinking, problem-solving, and delivering exceptional client outcomes.

You’ll play a key role in shaping the customer journey by resolving advanced client concerns, identifying patterns in client feedback, and partnering cross-functionally to improve processes and retention strategies. Your ability to navigate sensitive conversations, build trust, and deliver solutions will directly impact client satisfaction and business performance.

This position is ideal for someone who thrives in a fast-paced environment, enjoys tackling challenging scenarios, and is motivated to elevate both the client experience and internal operations.

We’re all about that in-person vibe, so this role is 100% on-site. If you’re excited to collaborate side-by-side with a high-performing team, we’d love to meet you.

HOW YOU’LL BE REWARDED

At Tax Rise, Inc., we recognize and reward high performance, ownership, and results.

Base Pay: $26.00 – $28.00/hour (full-time, 40 hours/week). Occasional overtime may be required based on business needs.

Monthly Bonus: $1,000 - $2,000 average earning potential

Highly motivated team members who consistently exceed expectations have the opportunity to maximize earnings within this structure.

WHAT YOU’LL DO

Manage and resolve complex client escalations and cancellation requests through our ticketing systems

Engage directly with clients to understand concerns, de-escalate situations, and deliver tailored solutions

Apply advanced communication and negotiation techniques to retain clients and resolve issues effectively

Identify trends in client feedback and provide actionable insights to leadership to improve processes and experience

Partner cross-functionally (Sales, Client Care, Operations) to drive seamless resolutions and continuous improvement

Maintain detailed and accurate documentation across CRM and internal systems

Take ownership of high-priority cases and contribute to elevating team standards

WHAT YOU’LL NEED

3+ years of experience in a call center, client experience, or sales environment

Proven experience handling escalated or high-priority client interactions

Strong analytical and problem-solving skills with the ability to identify trends and root causes

Experience working within CRM systems (Salesforce or similar platforms)

Excellent communication, emotional intelligence, and conflict resolution skills

High school diploma or GED (or equivalent combination of education and experience)

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