Customer Onboarding Specialist

Coppell, TX - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Customer Onboarding Specialist
Job Location: Coppell TX
Job Type: Contract

Job Description:

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 enrolment.

Managing training schedules for new hires.

Ensuring compliance with company policies.

Fostering a welcoming internal environment and smooth start for new employees.

Job Title: Customer Onboarding Specialist Job Location: Coppell TX Job Type: Contract Job Description: Guiding customers through initial setup and software installation. Assisting with account creation and EFIN (Electronic Filing Identification Number) documentation upl...