Product Fulfillment Associate - Decoder Tax

Description:

Location: In Office

Employment Type: Full-time

Compensation: $45,000 – $55,000 DOE

About the Role

Decoder Tax is a core product within PRIME that helps business owners make sense of

complex tax decisions with clarity, confidence, and proactive planning. We’re looking for a highly

organized, detail-oriented Product Fulfillment Associate to support the operational backbone

of Decoder Tax and ensure a smooth, professional experience for our customers and internal

tax advisors.

This role is customer-facing, process-driven, and deeply embedded in our Product team. You’ll

work closely with our CPAs, Product Operations Manager, and offshore tax partners to keep

plans moving forward, schedules aligned, and information accurate. You’ll be trusted with

sensitive communications, have direct exposure to customers, and play a critical role in scaling

Decoder Tax efficiently.

If you enjoy owning processes, keeping complex workflows organized, and being the “calm in

the chaos," this role is for you.

Our Mission: We aim to serve, advise, and support entrepreneurs every day.

Why You’ll Love Working Here:

• Impact at scale: Your work will shape the experience of thousands of entrepreneurs working with PRIME.
• Autonomy + Accountability: You’ll be trusted to lead, experiment, and deliver results — no micromanagement, just momentum**.**
• Collaborative Culture: You’ll work alongside creative thinkers, engineers, and business leaders who care deeply about customer success and innovation.
• Modernization Mission: You’ll play a key role in bringing advanced tech, analytics, and discipline to a growing organization — setting the foundation for the next generation of PRIME’s digital ecosystem.

Benefits & Perks

• Competitive Compensation + performance based bonuses
• Comprehensive Health Coverage - Medical, dental, and vision
• Paid Time Off - Generous PTO, sick days, and paid holidays
• 401k with Company match (we match up to 4%)
• Parental Leave - Paid leave for new parents
• Impact-Driven Culture - Small team, big mission
• Gym Pass - Company sponsored access to local gyms
• Free soda and snacks
• Discounts on Cellular/Wireless bills
• Robust Employee Resource Program with tele-health and more

Requirements:

Customer & Scheduling Support

• Manage customer scheduling logistics, including rescheduling discovery and tax review calls on behalf of Decoder Tax CPAs
• Serve as a professional, customer-facing point of contact for administrative and support-related inquiries
• Potentially handle inbound support calls related to scheduling, plan status, or next steps

Email & Advisor Support

• Maintain delegate access to CPA email inboxes and manage administrative communications with accuracy and discretion
• Prepare and organize materials for tax advisors ahead of discovery and review calls
• Ensure customers and advisors have the correct documentation at the right time

Decoder Tax Plan Fulfillment

• Support the fulfillment workflow for Decoder Tax plans, including tracking progress, updating statuses, and coordinating handoffs
• Work with offshore CPAs to coordinate inputs, timelines, and deliverables required to build Decoder Tax plans
• Assist in exporting reports, tracking plan milestones, and ensuring completion accuracy

Product Operations & Process Improvement

• Partner closely with the Product Operations Manager to streamline workflows, reduce friction, and improve scalability
• Perform accurate data entry and maintain clean, up-to-date records across systems
• Document administrative processes, SOPs, and workflows clearly and thoroughly
• Educate internal teams on documented processes and help drive consistent adoption

What We’re Looking For

Required Qualifications

• 3+ years of administrative support, operations, or customer service experience
• Strong customer-facing communication skills (email, phone, and internal coordination)
• Exceptional attention to detail and comfort handling sensitive information
• Highly organized, reliable, and able to manage multiple workflows simultaneously
• Comfortable working with email delegation, calendars, spreadsheets, and internal tools
• Ability to follow structured processes while identifying opportunities to improve them

Preferred Qualifications

• Experience supporting professional services (tax, legal, financial, or consulting)
• Familiarity with Salesforce, Google docs/sheets, and reporting exports
• Experience coordinating with offshore or cross-functional teams
• Interest in product operations, process design, or operational scaling

Physical Requirements:

The work environment characteristics and associated physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• Prolonged periods of sitting at a desk, working on a computer, and taking phone calls
• Must be able to lift 25 pounds periodically
• Must be able to access and navigate each department at the organization’s facilities
• Travel (less than 10% annually) may be required for sales support, training, and/or professional development