Customer Onboarding Specialist (Professional Tax Preparer Enablement)

Role Overview:

Help new professional tax preparer clients set up and use a tax software suite during the initial post purchase phase.

Serve as the primary point of contact to ensure installation, account setup, data migration, and a smooth onboarding experience.

Deliver a positive first experience that supports long term customer retention and adoption.

Key Responsibilities:

Guide customers through software installation, initial configuration, and environment readiness.

Assist with account creation and secure documentation uploads, including EFIN or similar regulated credentials.

Support data migration by importing or exporting data from prior systems and validating successful transfer.

Communicate via phone, email, and web tools while sharing resources, walkthroughs, and documentation.

Coordinate onboarding workflows such as paperwork intake, entitlement checks, and access provisioning.

Manage training schedules, track completion, and ensure users have the right materials at the right time.

Ensure compliance with relevant policies and regulated industry requirements during onboarding.

Maintain accurate records, tickets, and onboarding trackers to monitor status and follow ups.

Identify common blockers and escalate complex issues to technical or compliance teams with clear notes.

Must-Have Qualifications:

Three or more years in customer onboarding, customer success, or software implementation.

Strong technical aptitude to guide users through installation, setup, and basic troubleshooting with step by step clarity.

Hands on experience with account creation and regulated documentation uploads such as EFIN or comparable workflows.

Familiarity with data migration processes including mapping, import or export, and post migration verification.

Excellent communication skills using phone, email, and web tools with a customer first mindset.

Strong organizational skills to manage multiple customers, priorities, and timelines concurrently.

Knowledge of compliance considerations related to taxation, finance, or similar regulated industries.

Bachelor's degree in Human Resources, Business Administration, or a related field, or equivalent experience.

High attention to detail with accurate documentation and recordkeeping.

Ability to troubleshoot independently and provide clear, repeatable guidance to end users.

Work Model & Logistics:

Contract duration is three to four months with a target start date of 12/1 or 12/8.

Pay rate is $25 per hour with no relocation assistance.

Industry is accounting with focus on onboarding professional tax preparers.

Preferred Qualifications:

Experience coordinating onboarding paperwork and training schedules for users or internal staff.

Exposure to professional tax, accounting, or financial software environments.

Experience using CRM or ticketing tools for onboarding and customer success workflows.