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Customer Onboarding Specialist (Professional Tax Preparer Enablement)
Macpower Digital Assets Edge Private Limited
đșđž United States
On-site
5 days ago
$25 / hour
- CRM
5 days ago
Not enough detail in this posting to match
- Help new professional tax preparer clients set up and use a tax software suite during the initial postâpurchase 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 longâterm customer retention and adoption.
- 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 followâups.
- Identify common blockers and escalate complex issues to technical or compliance teams with clear notes.
- 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 stepâbyâstep clarity.
- Handsâon 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 postâmigration verification.
- Excellent communication skills using phone, email, and web tools with a customerâfirst 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.
- 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.
- 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.
Customer Onboarding Specialist (Professional Tax Preparer Enablement) · Macpower Digital Assets Edge Private Limited