High Volume Onboarding Specialist

Cephas Consultancy Services Private Limited; Coppell (TX); On-site; USD 48,000 - 72,000; Full time

Job summary

Cephas Consultancy Services Private Limited in Coppell, Texas, United States, is seeking a High Volume Onboarding Specialist on a 4-month contract to help new professional tax preparer clients set up and use our software suite.

You will guide customers through initial setup and software installation, assist with account creation and EFIN documentation uploads, support data migration, and coordinate training to ensure a smooth post-purchase experience and long-term engagement.

Qualifications

• Bachelor's degree in a related field like Human Resources or Business Administration is typically required.
• Strong organizational and communication skills.

Responsibilities

• Guide customers through initial setup and software installation.
• Assist with account creation and EFIN documentation uploads.
• Support data migration from previous software providers.
• Provide a positive initial experience to foster long-term retention.
• Serve as the primary contact during the initial post-purchase phase.
• Communicate via phone, email, and web-based tools to provide resources.
• Coordinate pre-employment paperwork and benefits enrollment.
• Manage training schedules for new hires.
• Ensure compliance with company policies.
• Foster a welcoming internal environment and smooth start for new hires.

Skills

Organizational skills

Communication skills

Education

Bachelor's degree in Human Resources or Business Administration

Job description

High Volume Onboarding Specialist

Cephas Consultancy Services Private Limited Coppell, Texas, United States

About this position

Job Id : CLI-45894-6

Job Type: Contract

Recruiter Note – A total of 3 remote High Volume Onboarding Specialist with a start date of October 12th. Make multiple placements with a single search!!!

Contract Duration: 4 Months

This role focuses on helping new professional tax preparer clients successfully set up and use our software suite.

Responsibilities

• 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.
• Coordinating pre-employment paperwork and benefits enrollment.
• Managing training schedules for new hires.
• Ensuring compliance with company policies.
• Fostering a welcoming internal environment and smooth start for new employees.

Employees in this type of role generally need a bachelor's degree in a related field like Human Resources or Business Administration, along with must have strong organizational and communication skills.

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