At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.
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 responsible for providing 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.
Essential Duties And Responsibilities
Follow-up with clients that have not completed the virtual onboarding
Call clients as necessary to ensure they have successfully logged into their client portal, understand the entire resolution client journey and intake their tax filing information required to prepare their taxes for unfiled years
Coordinate with Tax Preparation Administrators to ensure all require tax filing information has been collected prior to moving the case forward to case manager
Identify opportunities to improve the onboarding process and suggest solutions to management in order to increase efficiency and effectiveness.
Collaborate with team to develop, use and maintain communication templates to contact clients regarding their tax filing information
Correspond with clients requiring additional clarification of tax filing information as necessary
Update CRM with proper notes and change case status according to company protocol and procedures
Provide clients support registering and navigating through the client portal
Perform other essential job functions as required or assigned
Qualifications
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.
Excellent written and verbal communication skills
Experience delivering best-in-class customer service
Ability to work independently and as part of a team
Self-motivated and able to take initiative
Comfortable in a client-facing role
Ability to maintain energy, enthusiasm and commitment while completing daily tasks and maintaining minimum talk-time
Ability to interact effectively and professionally with employees at all levels in the organization
Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software
Education And/or Experience
High school diploma or equivalent
Minimum two years' experience in an administrative support, customer service, or other client facing role
Benefits & Perks
Medical, Dental, Vision and other auxiliary benefits after 60 days
401(k) retirement
Professional Development Program
Catered meals every Friday
Quarterly company outings
Fun, energetic and inclusive culture
On-site gym
Access to game room
Closing Statement
TaxRise is an Equal Opportunity Employer.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other characteristic protected by law.