Responsibilities:

Client Outreach: Regularly contact clients to provide updates and gather necessary information. ?

Data Entry: Accurately input and manage client information in the CRM system. ?

Case Management: Oversee and manage client cases from initiation to resolution. ⚖️

Documentation: Maintain detailed and organized records of all client interactions and case progress. ?

Communication: Effectively communicate with clients, team members, and other stakeholders via phone and email. ?

Problem-Solving: Address and resolve any issues or concerns that arise during the case management process. ?️

Reporting: Generate and review reports to track case progress and outcomes. ?

Tax Matter Understanding: While not necessary, an understanding of income/payroll tax would be helpful. ?

Skills and Qualifications - Hard and Soft Skills:

Phone Skills: Proficient in handling phone calls,



including active listening and clear communication. ?

Data Entry: High accuracy and speed in entering data into the CRM system. ?

CRM Proficiency: Ability to use Litify or similar CRM systems effectively. ?

Attention to Detail: Keen eye for detail to ensure all information is accurate and complete. ?

Reading Comprehension: Strong ability to understand and interpret written information. ?

Client Outreach Experience: Previous experience in reaching out to clients and managing client relationships. ?

High Level of English: Excellent proficiency in English, both written and spoken. ?️

Tax Knowledge: Basic understanding of income/payroll tax is beneficial. ?

LI-Onsite

📌 Case Manager (Bogotá)
🏢 Solvo S
📍 Bogotá