Onboarding Specialist

**Job Summary** A growing tax and accounting software company is seeking High Volume Onboarding Specialists to help new professional tax preparer clients get set up and succeed with their software suite. As the primary point of contact during the post\-purchase phase, you'll guide clients through setup, installation, and data migration while delivering a positive first experience that builds long\-term loyalty. **What You'll Do** * Guide customers through initial software setup and installation * Assist with account creation and EFIN (Electronic Filing Identification Number) documentation uploads * Support data migration from previous software providers * Serve as the primary point of contact during the initial post\-purchase phase * Communicate via phone, email, and web\-based tools to share resources and documentation * Deliver a positive onboarding experience that drives customer retention **What You Bring** * Bachelor's degree, preferably in Business Administration or a related field * 3\+ years of customer service, client onboarding, or technical support experience * Strong organizational skills and the ability to manage a high volume of clients * Excellent verbal and written communication skills * Comfort troubleshooting software and walking customers through technical steps **Nice to Have** * Experience with tax preparation or accounting software * Familiarity with EFIN requirements or the tax preparation industry * Background in SaaS onboarding or implementation Pay: From $24\.00 per hour Work Location: Remote