Documentation Specialist

Company: Innovation Refunds
Location: West Des Moines
Posted on: May 15, 2022

Job Description:

What we do
New government incentives are being implemented every day to benefit your business but getting your hands on the money is the challenge. Our tax and legal experts understand better than anyone how to access these funds for you. We offer a no risk, high reward opportunity to qualified businesses by developing turn-key documents that result in tax credits and rebates. Our success rate is 100% and our team has helped over 6,000 businesses receive over $450 million.

The opportunity
Innovation Refunds is looking for a Documentation Specialist (We call them, Client Success Champions!) to help us scale customer engagement, retention and operational processes throughout later stages of the customer lifecycle. You'll have an opportunity to influence and shape the customer experience, working cross-functionally with operations, engineering and sales in helping our customers achieve their goals.

What you'll do
Work with cross-functional teams to support all phases of post intake client completion success which includes, but is not limited to: gathering and organizing required documentation for each credit, managing multiple DropBox folders, working directly with our team of CPAs and Tax Attorneys & utilizing DocuSign for Engagement Contract completion.
Contribute to nascent initiatives and processes to scale customer success and hit Innovation Refunds' growth goals.
Educate our customers about our products and support them through operational processes that ensure they can claim our credit offerings.

What we're looking for
5+ years of experience working in a high-volume client account management or processing role
A champion problem solver with experience working with cross-functional teams (operations, sales, product, engineering, marketing, etc.)
Experience working on mission-critical projects with tight timelines
Excellent written and verbal communication skills
Ability to work independently and communicate over the phone and with video chat software, such as Zoom and especially HubSpot
A willingness to learn on the job and take on tasks as needed and operate under a service mindset - we're here to serve our customers, not our egos
Bonus if: you've worked in B2B SaaS customer success, account management, consulting and/or highly detailed processing role, or you have experience with tax credits and accounting

How we think about diversity
We try to make sure the diversity of our customers is reflected in the team that serves them. Because when we include people of all races, genders, sexual orientations, ages, and identities - we end up building a better experience for everyone who uses Innovation Refunds. We know we need to be intentional in our hiring practices in order to overcome systemic biases we may be blind to. So, if your lived experience has given you a unique perspective on business, startups, or any other aspect of our business - even if you don't meet all the requirements - please still apply and let us know so we can make sure your application gets the attention it deserves.

Keywords: Innovation Refunds, West Des Moines , Documentation Specialist, Other , West Des Moines, Iowa