Customer Advisor (Fintech)

TL;DR

Customer Advisor (Fintech): Providing personalized, premium service at new TurboTax retail locations with an accent on consultative selling and customer guidance. Focus on building rapport, identifying customer needs, and driving conversions to the ideal tax solution within a dynamic, test-and-learn environment.

Location: Must be based in Los Angeles, CA or New York, NY (Onsite role).

Salary: $25.10–$34.40 per hour (varies by state).

Company

hirify.global is a global financial technology platform powering prosperity for millions of customers through products like TurboTax, QuickBooks, and Mailchimp.

What you will do

• Greet customers and provide a premium, personalized first impression at new retail locations.
• Proactively identify customer needs through perceptive questioning and rapport building.
• Offer expert consultations on TurboTax services to drive informed customer decisions.
• Navigate customers through the service funnel to ensure a seamless transition to tax professionals.
• Follow up with potential customers to provide continued support and guidance.
• Provide critical feedback to help shape the future of the retail program.

Requirements

• Must be based in or able to work onsite in Los Angeles, CA or New York, NY.
• 3+ years of experience in sales, customer service, or a customer-facing role.
• Proven track record of solving customer problems through effective communication.
• High school diploma or GED.
• Ability to thrive in a dynamic, ambiguous, and entrepreneurial environment.

Culture & Benefits

• Competitive base pay with performance-based incentive programs.
• Eligibility for cash bonuses and equity rewards.
• Comprehensive benefits package including health and wellness programs.
• Opportunity to work in a high-profile, innovative retail pilot program.
• Collaborative environment focused on professional growth and customer impact.