Customer Onboarding Specialist (Professional Tax Preparer Enablement)

Key Responsibilities

• Guide customers through software installation, initial configuration, and environment readiness.
• Aid 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.
• Cook up 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.