Customer Onboarding Specialist

Overview We are seeking a Customer Onboarding Specialist to assist new professional tax preparer customers during their onboarding and software setup process. This role focuses on ensuring a smooth, positive experience during the initial post-purchase period and requires strong communication, organizational skills, and customer service expertise. This is a 3–4 month contract opportunity with the option to start on December 1st or December 8th. Key ResponsibilitiesTax Software Onboarding & Customer Support

• Guide customers through initial software setup and installation.
• Assist with account creation and uploading EFIN (Electronic Filing Identification Number) documentation.
• Support data migration from previous tax software providers.
• Provide an excellent onboarding experience to promote long-term customer satisfaction.
• Serve as the primary point of contact for customers during early adoption.
• Communicate via phone, email, and web-based tools to share instructions, resources, and documentation.

Internal Onboarding & Administrative Support

• Coordinate pre-employment paperwork and assist new hires with benefits enrollment.
• Schedule and manage training sessions for incoming employees.
• Ensure compliance with internal policies and documentation standards.
• Help maintain a smooth and welcoming onboarding environment.

Qualifications

• Bachelor’s degree in Business Administration, Human Resources, or a related field.
• Minimum of 3 years’ experience in customer service, onboarding support, software assistance, or administrative coordination.
• Strong written and verbal communication skills.
• Excellent organizational skills and high attention to detail.
• Ability to multitask and manage onboarding processes efficiently.

Skills: onboarding,customer service,administrative,tax