Client Onboarding Specialist Job at CluneTech, New York, NY

OERFM0IxbXNBSjYxZUlFbWh3V2NqeVEvN2c9PQ==
  • CluneTech
  • New York, NY

Job Description

Sprintax, part of Clune Tech, is a web-based tax return preparation software that provides a number of tax related services to non-residents in the United States. We help thousands of international visitors such as students, scholars, teachers, trainees, researchers, work and travel participants and other foreign individuals that are temporary in the United States each year with the preparation of their tax returns.

Clune Tech is a world-leading provider of international taxation, finance, and fulfilment services to clients in over 100 countries ranging from blue-chip financial service companies to individual investors & cross-border workers.

Sprintax currently provides a range of tax services to the nonresident market via our suite of software solutions and works with large multinationals and higher education clients to help reclaim dividend tax, prepare nonresident tax returns, and provide tax analysis.

The primary responsibility of the Onboarding Specialist is to assist the tax and business development team with their customer onboarding activities in addition to creating educational content and processes that ensure maximum onboarding efficiency throughout the organization.

The individual will work closely with the Sales and Tax teams and across multiple departments to execute and enhance the organization's onboarding strategy.

This is a hybrid position with three days per week required in the NY office. The salary range for this role is $50k-70k depending on skills and experience.

The role:

  • Oversee the management of a customer onboarding portfolio related to our payroll software, Sprintax Calculus.
  • Work closely with technical teams (sales, marketing, technical and tax) to equip and educate customers on maximizing the efficiency of the Calculus platform.
  • Engage with stakeholders on the customer side to grasp their business objectives and technical aspirations in utilizing Calculus.
  • Efficiently coordinate with various internal departments at Sprintax to support customer onboarding initiatives.
  • Champion customer business use cases to influence product development.
  • Develop and refine processes and materials to enhance efficiency and improve the overall customer onboarding experience continually (e.g. evaluating and leveraging new technologies).
  • Conduct impactful enablement training sessions and workshops.
  • Customize 1:1 onsite and remote onboarding sessions to meet specific client needs, aiming to surpass expectations.
  • Develop webinar topics and materials to support the sales team efforts.
  • Automate and streamline internal onboarding processes.
  • Manage Sprintax’s Zendesk Knowledge Base and Zendesk Agent platform.
  • Manage customer satisfaction program: Actively collect and analyze customer feedback annually, during onboarding and post onboarding to identify trends and improve processes.
  • Report insights to the product and customer success teams to ensure continuous improvement.
  • Collaborate with marketing to ensure alignment of onboarding materials and communications.
  • Work with the sales team to ensure a seamless handoff between sales and onboarding, and similarly with transition from onboarding team to tax team.
  • Leverage automation tools to reduce manual efforts while maintaining a personal touch.

Requirements

  • Over 2 years of expertise in overseeing intricate implementation projects within a Saas company or equivalent.
  • Proficient in onboarding, customer success, implementation, project management of technical solutions.
  • Demonstrated project management skills.
  • Effective communicator with excellent communication skills.
  • Experience working with SaaS integrations is preferable.
  • Well-versed in problem-solving, capable of handling conflicting priorities.
  • Recognized for collaborative abilities, skilled in motivating and sustaining enthusiasm during the onboarding process.
  • Effective office, time management, and organizational skills.
  • Self starter – willing to think out side of the box and capable of running and driving projects from ideation to execution.
  • Excellent spoken and written English (grammar, spelling, and pronunciation) and experience in presenting.
  • Computer literacy – knowledge of Word, above-average Excel, Outlook and PowerPoint required.
  • Experience working with Zendesk.
  • Familiarity with APIs, integration processes, and technical troubleshooting is a plus.

Benefits

At Sprintax, we are a community of like-minded individuals committed to excellence in everything we do. We create an innovative, collaborative, and supportive workplace that allows our brilliant people to unleash their potential.

Recognised as a both a Great Place to Work and Deloitte Best Managed Company, we believe that recognition goes much deeper than just financial rewards. Therefore, in addition to a competitive salary, we also offer an exclusive benefits package.

Job Tags

Full time, Temporary work, Traineeship, Remote job, 3 days per week,

Similar Jobs

JFC & Associates

Executive Administrative Assistant with Accounting Duties Job at JFC & Associates

 ...internal reports. Keep internal policies and procedures documentation current and accessible. Qualifications & Experience: Bachelors degree in Accounting or a related field is highly preferred. Proven experience in an administrative support role with financial... 

The Home Staging Label

Part-Time Home Staging Assistant / Intern Job at The Home Staging Label

 ...Join THSL, The Home Staging Label, a rapidly expanding home staging business, in a unique opportunity to work directly as the business owner's assistant. In this pivotal support role, your precise organization and computer-based skills will be instrumental in enabling... 

Wakefern Food Corp.

Cyber Security Architect Job at Wakefern Food Corp.

 ...Summary The Security Architect main role is to design, implement, and oversee our cybersecurity strategy, ensuring robust protection against evolving threats. The ideal candidate will have 7-10 years of experience in cybersecurity architecture, security operations, and... 

Pocketbook Agency

Executive Assistant & Office Manager for a Startup Job at Pocketbook Agency

Job #2222 We are seeking an Executive Assistant & Office Manager, to support the executive leadership team of an education tech startup. This dual-role provides high-level administrative support to the founders while ensuring smooth day-to-day operations of the company...

Confidential

Senior Product Manager Job at Confidential

 ...influencers) in the Denver and Colorado market area. Responsibilities Coordinate sources of supply to obtain the most economical purchases possible. Responsible for finalizing and issuing purchase orders to assigned vendors for designated product lines on...