Onboarding & Support Specialist: Full Time (Allen, TX)

Onboarding & Support Specialist – Full Time (Allen, TX)

Position Overview

Part administrative, part client service, the onboarding & support specialist collaborates with the product development team, clients, and other departments to maintain communication, serve as a technical resource, and provide support. This includes onboarding and migration of client accounts to our cloud-based software, help file creation, process documentation, training, data entry, requirements gathering, and user support across multiple products.

Duties and Responsibilities:

• Handles onboarding (setup and configuration) and updating of accounts
• Provides support to software development groups
• Provides technical documentation and assistance, including the creation of help files, training materials, help tickets, and user stories
• Provides proactive customer outreach
• Provides exemplary product support- including phone and email support- while maintaining a professional and lasting relationship
• Serves as a liaison between end users and various teams within the company
• Assists in database migration tasks, data entry, and occasional reporting
• Contributes to process and software feature enhancements
• Meets deadlines and commitments
• Performs other duties as needed or required

Qualifications and Skills:

• Education and Experience – Bachelor’s degree or equivalent experience
• Knowledge of Microsoft applications (Excel, Word, Outlook, Teams)
• Knowledge of tax principles or experience working with financial applications a plus
• Knowledge of user experience and customer service a plus
• Excellent communication skills
• Strong work ethic
• Detail oriented
• Dependable
• Flexible and able to adapt quickly
• Good problem-solving skills
• Ability to work in a team and independently
• Some work outside normal business hours and some weekends required
• When necessary or required, deals with confidential information and/or issues using discretion and judgment

Conditions of Employment

• Background check
• Drug Test
• Work Status