MDAEdge · 1 month ago
Customer Onboarding Specialist (Professional Tax Preparer Enablement)
Coppell, TX
Full-time
Onsite
Mid Level
$25/hr - $25/hr
3+ years expMDAEdge is a company focused on providing a tax software suite for professional tax preparers. They are seeking a Customer Onboarding Specialist to help clients with installation, account setup, and data migration during the onboarding process, ensuring a positive experience that promotes customer retention.
Human Resources
Responsibilities
Guide customers through software installation, initial configuration, and environment readiness
Assist with account creation and secure documentation uploads, including EFIN or similar regulated credentials
Support data migration by importing or exporting data from prior systems and validating successful transfer
Communicate via phone, email, and web tools while sharing resources, walkthroughs, and documentation
Coordinate onboarding workflows such as paperwork intake, entitlement checks, and access provisioning
Manage training schedules, track completion, and ensure users have the right materials at the right time
Ensure compliance with relevant policies and regulated industry requirements during onboarding
Maintain accurate records, tickets, and onboarding trackers to monitor status and follow‐ups
Identify common blockers and escalate complex issues to technical or compliance teams with clear notes
Qualification
Required
Three or more years in customer onboarding, customer success, or software implementation
Strong technical aptitude to guide users through installation, setup, and basic troubleshooting with step‐by‐step clarity
Hands‐on experience with account creation and regulated documentation uploads such as EFIN or comparable workflows
Familiarity with data migration processes including mapping, import or export, and post‐migration verification
Excellent communication skills using phone, email, and web tools with a customer‐first mindset
Strong organizational skills to manage multiple customers, priorities, and timelines concurrently
Knowledge of compliance considerations related to taxation, finance, or similar regulated industries
Bachelor's degree in Human Resources, Business Administration, or a related field, or equivalent experience
High attention to detail with accurate documentation and recordkeeping
Ability to troubleshoot independently and provide clear, repeatable guidance to end users
Preferred
Experience coordinating onboarding paperwork and training schedules for users or internal staff
Exposure to professional tax, accounting, or financial software environments
Experience using CRM or ticketing tools for onboarding and customer success workflows
Company
MDAEdge
At MDAEdge, we help our clients reinvent innovation, optimize operations, and reshape perceptions—ensuring they remain at the forefront in today’s fast-evolving world.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase