Customer Onboarding Specialist

Job Title : Customer Onboarding Specialist

Job Location : Coppell, TX

Job Type : Contract

Job Description :

Guiding customers through initial setup and software installation.

Assisting with account creation and EFIN (Electronic Filing Identification Number) documentation uploads.

Supporting data migration from previous software providers.

Providing a positive initial experience to foster long-term customer retention.

Serving as the primary point of contact during the initial post-purchase phase.

Communicating via phone, email, and web-based tools to provide resources and documentation.

Responsibilities :

Coordinating pre-employment paperwork and benefits enrolment.

Managing training schedules for new hires.

Ensuring compliance with company policies.

Fostering a welcoming internal environment and smooth start for new employees.