Onboarding Support Specialist

the company is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines.

We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work certification and on Fortune magazine's Best Small Workplaces List.

• Consolidate, import, and QA customer data during onboarding and lifecycle events.
• Create, configure, and maintain customer templates and system setups.
• Manage and prioritize inbound requests, updating ticketing systems and stakeholders on progress and completion.
• Complete customer and project account setup, tracking status and ensuring accuracy across systems.
• Assist with customer reporting requests, consolidating and preparing final reports for upload into various platforms.
• Verify and validate customer information during offboarding and ensure proper data removal from systems.
• Support Sales, Customer Success, and Services teams with contact management and operational requests.
• Assist with preparation for customer business reviews and follow up on customer survey requests.
• Support the creation and maintenance of customer education and enablement content.
• Leverage AI-assisted tools to support data validation, documentation, and repetitive operational tasks to improve accuracy and efficiency.
• Contribute to ad hoc projects and initiatives aligned with the company’s business objectives.

• 1+ year of relevant work experience in operations, onboarding, customer support, or client services.
• 1–2 years of customer service experience, with comfort supporting customers and internal stakeholders.
• Experience in B2B account management, client services, or a comparable role preferred.
• Strong attention to detail with the ability to work through complex, process-driven tasks accurately.
• Solid project and task management skills with the ability to prioritize competing requests.
• Ability to translate complex issues into clear, actionable recommendations— both written and verbal.
• Highly motivated, self-directed, and comfortable working independently.
• Advanced proficiency in Google Workspace and Microsoft Office, especially Excel.
• Basic familiarity with internet technologies (HTML, FTP, cookies, web beacons, etc.).
• Bachelor’s degree in Information Technology or related field preferred, or equivalent experience.

• Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents. Also:

• Work-from-home allowance
• Rice subsidy
• Meal allowance per working day
• Laundry allowance

• 15 paid time off days per year (which includes 5 the company Days per year)
• 7 Sick leave days per year
• Internet and work-from-home subsidy
• Discretionary bonus program
• Work with (and learn from) a very experienced team
• Be part of a startup team that will continue to grow around you
• Flexible approach to work environment (we believe in trust and autonomy)
• A culture of open communication, consistent feedback, and full transparency into company results, metrics, and financial position

Please be aware that the company will only contact you via email from our domain,  If you receive an email from any other domain, please do not click any of those links.

the company embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every…