Recruiter Note –
A total of 3 remote High Volume Onboarding Specialist with a start date of October 12th. Make multiple placements with a single search!!!
Contract Duration:
4 Months
This role focuses on helping new professional tax preparer clients successfully set up and use our 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.
Listed under Human Resources & People jobs.