Sr. CSR (Corporate, Sr. Registered Agent Services) – Hybrid (Nationwide) R0059137

Hybrid role: eight days a month in the closest office (nationwide) within 50 miles (2 days in office, 3 days remotely). Shift hours: 9 a.m.–6 p.m. CST or 8:30 a.m.–5:30 p.m. CST. Must be legally authorized to work in the United States without employer sponsorship.

About the role

As a Senior Customer Service Representative (Corporate, Sr. Registered Agent Services), you will leverage specialized skills to address non-standard operational and administrative problems. You will cultivate in-depth customer relationships and ensure customers derive maximum value from our products and services. You will work directly with other team members or teams within the department to complete project requests in a timely, accurate, and efficient manner. This role involves heavy direct client interactions via written and verbal communication and serves as an information and targeted training resource for others.

Responsibilities

• Provide direct support to and collaborate with other RASi corporate team members or across departments.
• Communicate effectively with clients regarding corporate services.
• Manage complex onboarding processes for large or high-profile customers.
• Respond to and resolve incoming client, affiliate, and vendor/correspondent requests, queries, issues, and concerns via phone and email.
• Efficiently manage the entire order process from initial client inquiry through processing, invoicing, and follow-up.
• Prepare, review, and file corporate documents including articles of incorporation/organization, amendments, DBA/assumed business names, newspaper publications, annual reports, mergers and conversions, withdrawals and dissolutions, pre-clearance documents, tax clearance requests, and reinstatements/revivals.
• Obtain certificates of status from both the Secretary of State and Department of Revenue.
• Conduct name availability and status searches, produce verbal bring-down reports, file/track name reservations and registrations, and obtain copies of miscellaneous public record documents.
• Process apostilles and document authentications and legalizations.
• Act as the main point of contact for high-priority customers.
• Address non-standard customer inquiries and troubleshoot specialized issues.
• Analyze customer renewal and upselling opportunities, collaborating with sales and product teams to enhance customer experience.
• Review deliverables and invoices prior to sending to clients.
• Assist with initial client account set-up and maintenance.
• Educate and promote additional services such as Registered Agent Services, transactional services, Federal Employer Identification Number (FEIN) services, corporate kits and supplies, business license renewals, and annual report services (ARS).
• Assist clients with queries regarding online accounts, tools, and services, including specialized training sessions tailored to customer needs.
• Create and maintain filing fees/requirements reference charts.
• Answer phone calls and route to the appropriate department.
• Perform other duties of similar or lesser nature as required.

Requirements

• 3–5 years of exclusive experience within the corporate and registered agent industry, or similar content knowledge from an in-house legal team, law firm, or CPA firm position.
• Fluent knowledge of various corporate document retrievals including plain/certified copies, good standings, certificates of fact, certificates reciting, tax status/good standings.
• Comprehensive 50-state filing knowledge for incorporations, formations, qualifications/registrations, amendments, annual reports, reinstatements, dissolutions, DBAs, apostilles/legalizations.
• 50-state knowledge for filing mergers, conversions, re-domestications, withdrawals, tax clearances, and address changes (preferred).
• High school diploma or equivalent required; bachelor’s degree and/or 3–5 years’ experience in corporate services/registered agent industry preferred.

Skills

• Advanced verbal and written communication skills.
• Specialized problem-solving ability to address and resolve complex issues.
• Strong analytical skills to interpret and act on customer data.
• In-depth knowledge of company products/services.
• Proficient and effective use of CRM systems.
• Strong focus on representing customer needs within the company.
• Effective cross-functional collaboration and teamwork across different departments.
• Expertise in providing in-depth training sessions to customers.
• Extensive knowledge of the corporate services industry and willingness to learn.

Benefits

• Medical, dental, and vision plans.
• 401(k) retirement plan.
• Flexible Spending Account (FSA) / Health Savings Account (HSA).
• Commuter benefits.
• Tuition assistance plan.
• Vacation and sick time.
• Paid parental leave.

Pay

$34,000.00 – $57,500.00 USD. This role is eligible for a bonus. Compensation range is based on the primary location of the position; actual base salary offer is influenced by skills, experience, and hiring location.