Skills

Communication Workday Training

Job Specifications

We're Hiring: Customer Onboarding Specialist

Location: Coppell, TX (Remote)

Duration: Contract-to-Hire

We’re seeking a Customer Onboarding Specialist to help new professional tax preparer clients successfully set up and use the Client software suite. This role is critical in ensuring a smooth onboarding experience and fostering long-term customer success.

Key Responsibilities

Guide customers through initial setup and software installation.
Assist with account creation and EFIN documentation uploads.
Support data migration from previous software providers.
Serve as the primary point of contact during the post-purchase phase.
Communicate via phone, email, and web tools to provide resources and documentation.
Coordinate pre-employment paperwork and benefits enrolment.
Manage training schedules for new hires.
Ensure compliance with company policies.
Foster a welcoming environment for new employees.
Utilise Workday for HR and onboarding processes.

Qualifications

Bachelor’s degree in Human Resources, Business Administration, or related field.
Strong organizational and communication skills.
Experience with Workday required.
Customer-focused mindset with ability to build positive relationships.

Why Join Us?

Opportunity to transition from contract to full-time hire
Work remotely while supporting a dynamic team
Play a key role in customer success and employee onboarding

Contact: Tim Johnson | 240-471-0014 | tim.johnson@trioptus.com

Apply now and help us deliver a seamless onboarding experience!

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About the Company

TriOptus emerged to create and deliver innovative workforce solutions and services that enable our clients to face the recruitment challenges. We offer trustworthy, highly reliable and indubitably implementable solutions to our clients in the various recruitment models such as Recruitment Process Outsourcing, Staff Augmentation, and Managed Services. We are here to help companies and individuals fulfill their potential through talent acquisition and management. Our solutions are designed to work quickly and effectively with... Know more