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  • Customer Onboarding Specialist Coppell, TX - beBeeCustomerOnboarding

    beBeeCustomerOnboarding
    beBeeCustomerOnboarding Coppell

    1 week ago

    Job title: Customer Onboarding Specialist Coppell, TX

    Description

    Job Description:


    We are seeking a Customer Onboarding Specialist to help new professional tax preparer clients successfully set up and use the TaxAct software suite.


    The ideal candidate will have a Bachelor's degree in Human Resources or Business Administration, along with strong organizational and communication skills.



    • Guiding customers through initial setup and software installation

    • Assisting with account creation and EFIN documentation uploads

    • Supporting data migration from previous software providers

    • Fostering long-term customer retention by providing a positive initial experience

    • The role also involves coordinating pre-employment paperwork, managing training schedules for new hires, ensuring compliance with company policies, fostering a welcoming internal environment, and more.