Customer Onboarding Specialist Coppell, TX
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Job Location:
Coppell, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
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 bachelors degree in a related field like Human Resources or Business Administration along with must have strong organizational and communication skills.
Key Skills
- Design Engineering
- Baan
- Customer Service
- Fund Management
- ABAP
- Elevator
