Client Account Manager

Team Architects • Poway, CA

7d • $80,000 - $95,000 • Onsite

About The Position

When Paramount wins a client's property tax appeal, someone needs to deliver that news well; walk them through the result, explain the invoice, and see the balance through to collection. That's this role. Paramount Property Tax Appeal is looking for Client Account Manager to own that conversation from start to finish. This is not a traditional sales role, and it's not a hard-collections role either. It's a relationship-driven, white-glove position for someone who's equally comfortable delivering good news, explaining a bill, and confidently asking for payment.

Requirements

• Strong communication and interpersonal skills, with real confidence discussing invoices, balances, and payment directly with clients
• Comfortable staying professional, persistent, and solutions-oriented through difficult financial conversations
• Strong problem-solving, negotiation, and follow-through skills
• Able to manage multiple client accounts and priorities at once
• Willing and able to work fully in-office in Poway, CA, Monday through Friday

Nice To Haves

• 3+ years of experience in collections, accounts receivable, billing, account management, or another client-facing financial role
• Experience with Salesforce or a comparable CRM
• Experience serving high-net-worth or executive-level clients
• Any experience mentoring or guiding teammates
• Background in property tax, real estate, professional services, legal, or financial services — not required; we'll train you on the property tax side

Responsibilities

• Proactively reach out to clients after a successful appeal to walk them through their results, invoice, and fee — rather than letting them find out through a cold email
• Confidently explain billing calculations and payment expectations, and ask directly for payment when it's owed
• Set clear payment timelines and follow up consistently until balances are resolved
• Handle billing questions, disputes, and difficult financial conversations while keeping the client experience professional and polished
• Document every conversation, commitment, and account status accurately in our systems
• Identify opportunities to re-engage clients for next year's appeal and invite satisfied clients to leave a review
• Provide guidance to our Collections team on prioritizing accounts that need follow-up or escalation
• Collaborate with Billing, Operations, and Leadership to keep improving how we handle post-appeal accounts

Benefits

• Health insurance
• 401(k)
• Profit share, available after your first year
• 10 days PTO per year (accrual basis, starting on your first day)
• Paid company holidays, plus 5 California-mandated paid sick days

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed