Client Onboarding Specialist Jobs

Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype. We’re on a mission to evolve the way taxpayers resolve their tax issues. Here at TaxRise, we are rise by lifting others. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest-growing company in our industry and looking to expand our team, so we can truly dominate this space.

WHAT WE CAN OFFER:

• Medical, Dental, and Vision Insurance after 60 days
• 401(k) retirement plan
• Access to on-site gym and gaming lounge
• Catered meals every Friday
• Paid Time Off (Vacation, Sick, Holidays)
• Professional Development Program
• Quarterly company outings
• Wellness Days

SUMMARY:

The Onboarding Specialist will be responsible for onboarding clients, conducting welcome calls, setting expectations, and ensuring clients have registered and logged into the client portal. As an Onboarding Specialist, you’ll be a first point-of-contact with newly signed up clients requiring tax preparation and resolution. Your goal will be to provide clients the best-in-class experience with every client interaction. The ideal candidate for this role will possess exceptional customer services skills, excellent communication, time management, and is someone who enjoys working in a fun, inclusive, and fast-paced environment.

JOB DUTIES AND RESPONSIBILITIES:

• Update CRM with proper notes and change case status according to company protocol and procedures
• Coordinate with Tax Preparation Administrators to ensure clients have been successfully onboarded
• Introduce clients to their Case Managers in tax preparation and resolution departments as they progress through the customer journey
• Perform other essential job functions as required or assigned
• Correspond and document communication attempts with unresponsive clients
• Provide clients experience technical issues logging into their client portal support including but not limited to password resets, forwarding the correct link, etc.
• Follow-up with clients that have not completed the virtual onboarding
• Call clients as necessary to confirm they have successfully logged into their client portal, instruct clients how to complete tax organizer questionnaires and how to upload documents in the portal, and ensure clients understand their role in the resolution journey
• Collaborate with team to develop, use and maintain communication templates to contact clients regarding their tax filing information
• Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.

QUALIFICATIONS AND SKILLS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Ability to interact effectively and professionally with employees at all levels in the organization
• Ability to maintain energy, enthusiasm and commitment while completing daily tasks and maintaining minimum talk-time
• Self-motivated and able to take initiative
• Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software
• Experience delivering best-in-class customer service
• Ability to work independently and as part of a team
• Excellent written and verbal communication skills
• Comfortable in a client-facing role

EDUCATION :

• High school diploma or equivalent
• Minimum two years’ experience in an administrative support, customer service, or other client facing role