Job Description

A client’s experience is a direct reflection of the customer service they receive. As an Account Representative at ERCApplication, we strive to provide high-quality account management to our clients as we help them process and apply for the Employee Retention Tax Credit (ERC). You will be a go-to, supporting your assigned clients as you and other departments create an audit-proof package for them. You will even create a fun PowerPoint “reveal” presentation letting the client know how much of a return they can expect (which on average is $300,000+)!

And when our clients win, so do you. This position has a base salary of $50,000-$58,000 per year and UNCAPPED incentives. If you are moving clients through the process efficiently, six figures should be a walk in the park.

What you’ll do:
As a full-time, Monday-Friday, Account Representative based out of our Sunbury OH Office, you will act as a main point of contact for our clients as they undergo the processing phase- primarily gathering data, doing data entry, answering questions, and keeping them continuously updated.Many people haven’t ever heard of the ERC so don’t worry if you are one of them, you will train, shadow, and have access to scripts and other resources to help you, help the client.

Day-to-day you’ll:

• Send introductory emails to new clients and remain a point of contact for them throughout
• Request, gather, and review tax and payroll documents and additional information pertaining to the ERC
• Regularly navigate and enter data into our custom CRM ensuring proper documentation
• Use your business-to-business skills and professional persistence to keep clients engaged, on track, and updated
• Answer client questions and escalate to other departments as needed
• Meet with and present to clients
• Initiate invoice creation once services are complete

What you need to thrive in this role

• 1+ years’ experience working within a Customer Relationship Management (CRM) system
• 1+ years’ experience in business-to-business sales or account management
• Proficiency and confidence in utilizing Microsoft Office Suite, specifically PowerPoint
• Strong customer service skills and the willingness to keep clients engaged through phone, email, and text
• Organization, multi-tasking, time management, and communication skills
• An associate’s or bachelor’s degree
• Familiarity with payroll processing software, a plus!

About us:
At ERCApplication, we are one of a kind. We are a new business that saw a need for our services as a result of the ever-changing and confusing Employee Retention Credit Tax Credit. The Employee Retention Tax Credit (ERC) is a little-known tax credit that employers can qualify for. And it’s complicated. But our team of experts help small to mid-size business reclaim the money they worked hard for. We have processed 7,000+ returns for businesses and found a total of $700,000,000 in qualified wages and counting. We plan to continue to help as many businesses navigate this process as possible and expand into other areas in the future.

What we offer you
Our people are important to us, and we want it to show. Our offerings are below:

• Medical, dental, and vision insurance
• Retirement Plan
• Life Insurance
• PTO and Holidays
• Uncapped incentives/bonuses

I’m interested, how do I get started?
Apply to: https://app.jobvite.com/j?aj=olrpmfwh&s=Indeed

Is this the job for you? If not, feel free to share this link with someone who might be interested.

Our hiring management partner is myHR Partner. myHR Partner is not a staffing service or recruiter. All resumes/applications will be reviewed for this position and only for our organization.

Thank you for considering us as a potential employer!

At ERCApplication, we continually celebrate the diverse community different individuals cultivate. As an equal-opportunity employer, we stay true to that by ensuring that our place can be anyone’s place.

Job Type: Full-time

Pay: $50,000.00 - $58,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Sunbury, OH 43074: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Does the compensation structure mentioned in the ad meet your needs?

Experience:

• B2B: 1 year (Preferred)
• CRM software: 1 year (Preferred)

Work Location: One location

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