Onboarding Specialist

Job not on LinkedIn

🔥 23 minutes ago

🏈 Alabama, Arizona, +16 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌾 Iowa – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ☕ Washington – Remote 🍑 Georgia – Remote

💵 $24 - $26 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 29 days.

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1-800Accountant

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

1-800Accountant is a professional accounting service that assists small businesses with a variety of financial tasks, including tax preparation, bookkeeping, payroll, and business entity formation. They offer online consultations with certified public accountants (CPAs) to help clients navigate complex tax codes and maximize their tax savings. With a focus on providing affordable, flat-rate pricing, 1-800Accountant aims to simplify accounting for business owners so they can concentrate on growing their enterprises.

📋 Description

• Serve as the primary point of contact for a portfolio of clients throughout their journey with 1-800Accountant • Build trusted, long-term client relationships • Coordinate service delivery across bookkeeping, payroll, tax, and advisory teams • Track client milestones, usage, service delivery, and progression • Identify client risks, blockers, and confusion points and coordinate resolutions • Schedule and prepare internal expert appointments with appropriate context, documentation, and timing • Guide clients in using the platform and promote adoption of tools and features • Understand client businesses, pain points, and goals and tailor support accordingly • Handle escalated client concerns and coordinate solutions with internal teams • Identify evolving client needs and route qualified sales leads to the Business Needs Analyst team • Maintain accurate Salesforce records for client interactions, service progress, engagement health, and outcomes • Support pod efficiency reporting and performance monitoring • Lead or assist with client onboarding and platform training • Share recurring issues, trends, and actionable insights with Product, Operations, and Leadership • Meet or exceed KPIs related to satisfaction, service efficiency, milestone attainment, and retention • Perform other duties as assigned

🎯 Requirements

• Proven success in a client-facing or account management role • Experience coordinating services across multiple departments or specialties • Understanding of SaaS products, accounting, tax, payroll, or related services is a plus • Experience working in fast-paced SMB environments is strongly preferred • Salesforce or equivalent CRM experience preferred • Bachelor's degree is a plus • Exceptional verbal and written communication • Ability to explain technical or service-specific information in clear, client-friendly terms • Strong interpersonal skills for building long-term client relationships • Organized and detail-oriented; able to track multiple service workflows • Experience or proficiency with business tools such as CRMs • Strong problem-solving, advocacy, time management, multitasking, and prioritization skills • Familiarity with company tools, services, and client workflows • Ability to educate clients on tool usage and maximize platform adoption • Comfort navigating and interpreting bookkeeping, tax, or payroll progress at a high level • Ability to identify service gaps or evolving client needs • Interest in developing a career in tax, accounting, or financial services

🏖️ Benefits

• Basic Life Insurance and Long-Term Disability • Optional medical, dental, vision, and disability insurance options through United Healthcare • Short-Term Disability • Critical Illness Insurance • Accident Insurance • Flexible/Dependent Care Spending • Health Savings Accounts • Pet Insurance • 401K with a company match and vesting schedule after 6 months of employment • Paid Time Off (PTO) • Paid sick time • Bereavement leave • Paid company holidays • Work/life balance • Opportunities for internal growth • Flexible, fully remote work environment • Competitive compensation • Access to cutting-edge technology • No weekend work • Overtime eligibility with manager pre-approval • East Coast and West Coast hours available

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