High-Volume Onboarding Specialist

High-Volume Onboarding Specialist

• Job ID: CLI-45894-6


• Job Type: Contract (4 months)


• Location: Remote — United States (Coppell, TX-based team)

Overview

This contract role focuses on helping new professional tax preparer clients successfully set up and use our software suite, while also supporting the onboarding of new employees.

Responsibilities

Client Onboarding

• Guide customers through initial setup and software installation.


• Assist with account creation and Electronic Filing Identification Number (EFIN) documentation uploads.


• Support data migration from previous software providers.


• Serve as the primary point of contact for clients during the initial post-purchase phase.


• Communicate via phone, email, and web-based tools to provide resources and documentation.


• Provide a positive initial experience that supports long-term customer retention and satisfaction.

New Employee Onboarding

• Coordinate pre-employment paperwork and benefits enrollment.


• Manage training schedules for new hires.


• Foster a welcoming internal environment and a smooth start for new employees.


• Ensure compliance with company policies throughout the onboarding process.

Qualifications

• Bachelor's degree in a related field, such as Human Resources or Business Administration.


• Strong organizational and communication skills.


• Comfort communicating with customers by phone, email, and web-based tools.