<h1>High-Volume Onboarding Specialist</h1><p><strong>Job Type:</strong> Contract (4 months)<br><strong>Location:</strong> Remote — United States (Coppell, TX-based team)</p><h2>Overview</h2><p>This contract role focuses on helping new professional tax preparer clients successfully set up and use our software suite, while also supporting the onboarding of new employees.</p><h2>Responsibilities</h2><ul><li>Guide customers through initial setup and software installation.</li><li>Assist with account creation and Electronic Filing Identification Number (EFIN) documentation uploads.</li><li>Support data migration from previous software providers.</li><li>Provide a positive initial experience that supports long-term customer retention and satisfaction.</li><li>Serve as the primary point of contact for clients during the initial post-purchase phase.</li><li>Communicate via phone, email, and web-based tools to provide resources and documentation.</li><li>Coordinate pre-employment paperwork and benefits enrollment.</li><li>Manage training schedules for new hires.</li><li>Ensure compliance with company policies.</li><li>Foster a welcoming internal environment and a smooth start for new employees.</li></ul><h2>Qualifications</h2><ul><li>Bachelor's degree in a related field, such as Human Resources or Business Administration.</li><li>Strong organizational and communication skills.</li><li>Comfort communicating with customers by phone, email, and web-based tools.</li></ul>

<h1>High-Volume Onboarding Specialist</h1><p><strong>Job Type:</strong> Contract (4 months)<br /><strong>Location:</strong> Remote — United States (Coppell, TX-based team)</p><h2>Overview</h2><p>This contract role focuses on helping new professional tax preparer clients successfully set up and use our software suite, while also supporting the onboarding of new employees.</p><h2>Responsibilities</h2><ul><li>Guide customers through initial setup and software installation.</li><li>Assist with account creation and Electronic Filing Identification Number (EFIN) documentation uploads.</li><li>Support data migration from previous software providers.</li><li>Provide a positive initial experience that supports long-term customer retention and satisfaction.</li><li>Serve as the primary point of contact for clients during the initial post-purchase phase.</li><li>Communicate via phone, email, and web-based tools to provide resources and documentation.</li><li>Coordinate pre-employment paperwork and benefits enrollment.</li><li>Manage training schedules for new hires.</li><li>Ensure compliance with company policies.</li><li>Foster a welcoming internal environment and a smooth start for new employees.</li></ul><h2>Qualifications</h2><ul><li>Bachelor's degree in a related field, such as Human Resources or Business Administration.</li><li>Strong organizational and communication skills.</li><li>Comfort communicating with customers by phone, email, and web-based tools.</li></ul>