Our Client is seeking a Sales Support.
Responsibilities:
- Compliance workflows for payment programs, agreements, and EFINs for customers
- Assist sales consultants with order errors and questions
- Communicate with customers to assist with questions
- Review incoming customer/EFIN submissions for completeness and accuracy
- Verify EFIN status and preparer credentials against IRS and internal databases
- Flag inconsistencies, fraud indicators, or policy violations for further investigation
- Approve, deny, or escalate applications per risk guidelines and SLAs
- Document decisions and maintain audit-ready records
- Collaborate with fraud, compliance, and customer support teams on edge cases
Requirements
- Associate’s or Bachelor’s degree preferred
- 2+ years of experience in a sales support or risk operations role
- Familiarity with IRS e-file requirements and EFIN processes (or willingness to learn)
- Comfortable working in high-volume, deadline-driven queues
- Proficient in Microsoft Office Suite and Salesforce
- Strong attention to detail and problem solving skills
- Excellent communication skills, both written and verbal
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Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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