Product Fulfillment Associate - Decoder Tax

PRIME Corporate Services•Murray, UT

10d•$45,000 - $55,000•Onsite

About The Position

Decoder Tax is a core product within PRIME that helps business owners make sense of complex tax decisions with clarity, confidence, and proactive planning. We’re looking for a highly organized, detail-oriented Product Fulfillment Associate to support the operational backbone of Decoder Tax and ensure a smooth, professional experience for our customers and internal tax advisors. This role is customer-facing, process-driven, and deeply embedded in our Product team. You’ll work closely with our CPAs, Product Operations Manager, and offshore tax partners to keep plans moving forward, schedules aligned, and information accurate. You’ll be trusted with sensitive communications, have direct exposure to customers, and play a critical role in scaling Decoder Tax efficiently. If you enjoy owning processes, keeping complex workflows organized, and being the “calm in the chaos," this role is for you. Our Mission: We aim to serve, advise, and support entrepreneurs every day.

Requirements

3+ years of administrative support, operations, or customer service experience
Strong customer-facing communication skills (email, phone, and internal coordination)
Exceptional attention to detail and comfort handling sensitive information
Highly organized, reliable, and able to manage multiple workflows simultaneously
Comfortable working with email delegation, calendars, spreadsheets, and internal tools
Ability to follow structured processes while identifying opportunities to improve them

Nice To Haves

Experience supporting professional services (tax, legal, financial, or consulting)
Familiarity with Salesforce, Google docs/sheets, and reporting exports
Experience coordinating with offshore or cross-functional teams
Interest in product operations, process design, or operational scaling

Responsibilities

Manage customer scheduling logistics, including rescheduling discovery and tax review calls on behalf of Decoder Tax CPAs
Serve as a professional, customer-facing point of contact for administrative and support-related inquiries
Potentially handle inbound support calls related to scheduling, plan status, or next steps
Maintain delegate access to CPA email inboxes and manage administrative communications with accuracy and discretion
Prepare and organize materials for tax advisors ahead of discovery and review calls
Ensure customers and advisors have the correct documentation at the right time
Support the fulfillment workflow for Decoder Tax plans, including tracking progress, updating statuses, and coordinating handoffs
Work with offshore CPAs to coordinate inputs, timelines, and deliverables required to build Decoder Tax plans
Assist in exporting reports, tracking plan milestones, and ensuring completion accuracy
Partner closely with the Product Operations Manager to streamline workflows, reduce friction, and improve scalability
Perform accurate data entry and maintain clean, up-to-date records across systems
Document administrative processes, SOPs, and workflows clearly and thoroughly
Educate internal teams on documented processes and help drive consistent adoption