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Edge Financial Senior Retention Manager in Encino, California

Welcome to Edge Financial! We are a leader in our industry, helping millions of people with their taxes for over 20 years! We put customers first and take pride in our work. We are seeking a super star with experience to add to our team.

The Senior Retention Manager is one of the most important roles within the customer service department. This person under the direct supervision of the Operations Manager, will work closely with Case Managers, Attorneys and CPA's. This person will work on MVP client cases and assist with client retention. This role will ensure escalated cases are addressed immediately and end with quality assurance.

Here are some of the important details:


  • Communicate with Attorneys, CPAs and Enrolled Agents

  • Communicate with clients.

  • Establish customer relationships and follow up with customers, as needed.

  • Prioritize and manage caseload.

  • Review client escalated cases and address all concerns

  • Review quality assurance and make improvements based as needed

  • Discuss resolution options and close out cases daily.


  • Strong basic math skills.

  • Friendly and charismatic.

  • Team player.

  • Punctuality

  • Strong written and vurbal skillz.

  • Ability to Multi-task and prioritize deadlines.

  • Thrive in a fast paced environment.

  • Maintain a strong work ethic with a total commitment to success each and every day. #Winning

  • Pretty darn analytical.

  • No tax experience required.

    Benefits and Perks:

  • Medical , Dental, Vision Life

  • 401K

  • Sick-pay.

  • Paid vacation.

  • 40 hour work weeks.

  • Mon - Fri shift

  • Ninety day review and then again at one year.

  • Closed weekends and major holidays.

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