Customer Onboarding Specialist Coppell, TX
Job in
Coppell, Dallas County, Texas, 75019, USA
Listed on 2026-01-22
Listing for:
ESR Healthcare
Full Time
position Listed on 2026-01-22
Job specializations:
-
HR/Recruitment
Job Description & How to Apply Below
Customer Onboarding Specialist
Coppell, TX
Bachelor’s degree in Human Resources, Business Administration, or related field (or equivalent experience). Strong organizational and communication skills.
Job Details- Experience Level: Associate
- Education Level: Bachelor’s degree
- Job Function:
Customer Service - Industry: Accounting
- Pay Rate:
View hourly payrate - Position Count: 1
- Relocation Assistance:
No - Visa Sponsorship:
No - Start Date:
12/1 or 12/8 - Contract Duration: 3 to 4 months
This role focuses on helping new professional tax preparer clients successfully set up and use the Tax Act software suite.
Responsibilities- Guide customers through initial setup and software installation.
- Assist with account creation and EFIN (Electronic Filing Identification Number) documentation uploads.
- Support data migration from previous software providers.
- Provide a positive initial experience to foster long-term customer retention.
- Serve as the primary point of contact during the initial post-purchase phase.
- Communicate via phone, email, and web-based tools to provide resources and documentation.
- Coordinate pre‑employment paperwork and benefits enrollment.
- Manage training schedules for new hires.
- Ensure compliance with company policies.
- Foster a welcoming internal environment and smooth start for new employees.
- Bachelor's degree in a related field such as Human Resources or Business Administration.
- Strong organizational and communication skills.
- Experience in customer onboarding or related customer service roles.
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