Onboarding Support Specialist
Core
Ensure customer data, configurations, and operational setup are accurate and complete during onboarding and lifecycle events for accounting firms.
Role type
Onboarding Support Specialist (Operations)
Builds
Customer accounts, data imports, system templates, and operational reports for accounting practice management software.
Domain
SaaS / Accounting Practice Management
Required skills
Data consolidation and import, QA and validation, ticket management, project prioritization, B2B account management, Excel proficiency, HTML/FTP basics
Preferred skills
B2B account management experience, customer service experience, Google Workspace proficiency
Responsibilities
Consolidate and import customer data; create and maintain system templates; manage inbound requests and ticketing systems; prepare customer reports; verify data during offboarding; support Sales and Customer Success teams; assist with customer education content.
Seniority
Junior to Mid-level, hands-on IC
