
Partner Onboarding Specialist
2 weeks ago
We are seeking a skilled professional to lead our partner onboarding and implementation process.
About the RoleKey Responsibilities:
- Lead the integration of new partners into our ecosystem.
- Guide accounting firms through setup and best practices for our solutions.
- Ensure seamless adoption of our tools through training and support activities.
- Collaborate to address partner needs and drive success.
- Stay informed on new features and offerings within our platform.
- Work with urgency to ensure timely completion of tasks.
Requirements:
- At least 3 years of experience in implementation, onboarding, or client success roles.
- A focus on building relationships and trust.
- An understanding of indirect tax compliance, especially returns preparation and filing.
- Familiarity with accounting firms or tax compliance is beneficial.
- Traits of ownership and urgency are essential.
- The ability to thrive in a dynamic, evolving environment.
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