Customer Onboarding Specialist Coppell, TX

Customer Onboarding Specialist Coppell, TX

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

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Experience level: Associate Experience required: 3 Years Education level: Bachelors 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.