Client Onboarding Specialist

3 days ago

Irvine, United States TaxRise Full time

Intro to Taxrise:

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.


Salary Description

$20.00-$21.00 per hour (+ monthly commission)

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