Apply to High Volume Onboarding Specialist
Position Overview
We are seeking experienced High Volume Onboarding Specialists to support professional customers through the initial setup and adoption of a software platform. This role serves as a primary point of contact during the post-purchase onboarding process and is responsible for creating a smooth, positive customer experience.
The ideal candidate has experience with customer onboarding, software implementation, account setup, data migration, and high-volume customer support. Strong communication, organization, and problem-solving skills are essential.
Key Responsibilities
- Guide new customers through the onboarding process from initial setup through successful software adoption.
- Assist customers with software installation, configuration, and account creation.
- Support the collection and upload of required account documentation.
- Assist customers with migrating data from previous software platforms.
- Provide clear instructions, resources, and documentation throughout the onboarding process.
- Serve as a primary point of contact for customers during the initial post-purchase phase.
- Communicate with customers through phone, email, and web-based support tools.
- Troubleshoot onboarding and setup issues and coordinate escalations when necessary.
- Manage multiple customer onboarding cases simultaneously in a high-volume environment.
- Maintain accurate records of customer interactions, onboarding progress, and outstanding requirements.
- Deliver a positive customer experience designed to support successful adoption and long-term retention.
Qualifications
- 3+ years of experience in customer onboarding, client services, implementation, customer success, software support, or a related field.
- Bachelor’s degree in Business Administration, Human Resources, or a related field preferred.
- Experience supporting customers with software setup, implementation, or installation.
- Strong verbal and written communication skills.
- Excellent organizational and time-management abilities.
- Ability to manage a high volume of customers and competing priorities.
- Comfortable providing customer support through phone, email, and web-based tools.
- Strong problem-solving and troubleshooting skills.
- Ability to work independently in a remote environment.
Preferred Qualifications
- Experience with accounting, tax, payroll, financial, or other business software.
- Experience supporting data migrations between software platforms.
- Familiarity with electronic filing documentation or similar customer verification processes.
- Experience working in a high-volume or seasonal customer onboarding environment.
Contract Details
This is a 4-month remote contract opportunity with three available positions. Candidates should be able to commit to the full duration of the assignment.
Visa sponsorship is not available for this position.