Customer Onboarding Specialist Coppell, TX

Customer Onboarding Specialist Coppell, TX

Bachelor’s degree in human resources, Business Administration, or related field (or equivalent experience)., strong organizational and communication skills.

 
 Experience level: Associate Experience required: 3 Years Education level: Bachelor’s degree Job function: Customer Service Industry: Accounting Pay rate : View hourly payrate Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Start date - 12/1 or 12/8 

Contract Duration: 3 to 4 Months

This role focuses on helping new professional tax preparer clients successfully set up and use the TaxAct software suite. 

Responsibilities:

Guiding customers through initial setup and software installation.
Assisting with account creation and EFIN (Electronic Filing Identification Number) documentation uploads.
Supporting data migration from previous software providers.
Providing a positive initial experience to foster long-term customer retention.
Serving as the primary point of contact during the initial post-purchase phase.
Communicating via phone, email, and web-based tools to provide resources and documentation. 
Responsibilities:

Coordinating pre-employment paperwork and benefits enrollment.
Managing training schedules for new hires.
Ensuring compliance with company policies.
Fostering a welcoming internal environment and smooth start for new employees. 
Employees in this type of role generally need a bachelor's degree in a related field like Human Resources or Business Administration, along with must have strong organizational and communication skills.