Customer Onboarding Specialist Coppell, TX

Customer Onboarding Specialist

Coppell, TX

Bachelor’s degree in Human Resources, Business Administration, or related field (or equivalent experience). Strong organizational and communication skills.

• 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.

• 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.