Customer Success & Onboarding Specialist

Lotus People; Wellington; Sur place; NZD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Free catered lunches

Birthday leave

Wellness budget

Employee Assistance Program

Office in Wellington

Regular social events

Résumé du poste

Lotus People is seeking a customer service professional to join its Wellington-based Customer Operations team. You will guide self-employed users, assist with onboarding, AML/KYC checks and first payments, and address inquiries across phone, email and web chat.

You’ll help customers with income allocation, financial wellbeing, and timely tax matters while contributing to a supportive, fast-paced environment with opportunities to grow your skills.

Qualifications

• Hands-on customer service experience or a university degree with people skills.
• Self-starter who takes initiative and seeks efficiency.
• Thrives in a fast-paced, changing environment.
• Strong verbal and written communication; good phone manner and grammar.

Responsabilités

• Act as the first contact for new customers, offering clear, empathetic guidance.
• Support customers through account setup and explain how teams work.
• Onboard new customers, including AML/KYC checks and guiding first payments.
• Conduct proactive account reviews to identify issues and opportunities.
• Manage queries via phone, email and web chat with empathy and clarity.
• Guide customers on income allocation and financial wellbeing.
• Provide respectful offboarding experiences when required.
• Liaise with government agencies to resolve tax matters for users.
• Prepare and file accurate tax returns and evaluate expense claims.
• Support debt resolution and payment reconciliation to ensure compliance.

Connaissances

Customer service

Self-starter

Adaptability

Communication

Empathy

Attention to detail

Intercom experience

Formation

University degree

Outils

Intercom

Description du poste

Lotus People is seeking a customer service professional to join its Wellington-based Customer Operations team. You will guide self-employed users, assist with onboarding, AML/KYC checks and first payments, and address inquiries across phone, email and web chat.

You’ll help customers with income allocation, financial wellbeing, and timely tax matters while contributing to a supportive, fast-paced environment with opportunities to grow your skills.