Client Account Manager

Team Architects • Poway, CA

2d • Onsite

About The Position

Paramount Property Tax Appeal is seeking a Client Account Manager to manage the entire process of delivering good news about successful property tax appeals, explaining invoices, and ensuring collection of balances. This role is relationship-driven and focuses on providing a white-glove client experience, requiring comfort with delivering good news, explaining bills, and confidently requesting payment. It is not a traditional sales or hard-collections role.

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.

Responsibilities

• Proactively reach out to clients after a successful appeal to walk them through their results, invoice, and fee.
• 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