Elite Payroll Onboarding Associate
About the position
Responsibilities
• Provide awesome customer service at all times while assisting customers with their Elite Payroll setup, either by scheduled appointments, messaging, or back office data entry
• Manage a pipeline of multiple new accounts and ensure long-term customer success from the beginning of their product purchase through onboarding and running first payroll
• Proactively communicate with customers and follow through with requests, feedback and questions via scheduled appointment and messaging
• Use mathematical problem-solving and troubleshooting techniques to get to the root of complex payroll issues and/or product questions
• Maintain clear and thorough notes for each customer engagement
• Educate customers on key features of their Elite Payroll Subscription and other Intuit products & services that can support their business needs and goals
• Participate in Continual Improvement activities aimed to positively impact the customer and expert experience
• Collaborate closely with other stakeholders (e.g. Sales, cross-functional teams, and external partners) to drive business results and solve customer payroll or accounting needs
Requirements
• In depth payroll experience / Certified Professional Payroll (CPP) is an advantage
• 2+ years accounting, bookkeeping, financial or technical support experience with an emphasis on providing excellent service is highly desired
• Excellent verbal, written business communication skills to inspire customer confidence via phone and messaging
• Strong computer and typing skills; comfort with web-based and desktop applications
• Ability to learn Intuit products, techniques and processes quickly in a training environment and ability to transfer learning to work environment
• Passion for creative problem-solving
• Savvy time manager and multi-tasker with ability to juggle multiple priorities and deadlines within a high volume and fast paced environment
• Knack for listening to and empathizing with customers to build strong, meaningful relationships
• Superior analytical and troubleshooting skills; ability to determine from a complex set of variables how to resolve payroll issues
• QuickBooks Online and/or Desktop experience highly desired
• Desire to learn and understand the small business ecosystem and payroll
• Bilingual in English/Spanish is a plus
• High school diploma or GED required; Bachelor's degree is preferred with accounting or computer background
Nice-to-haves
• Bilingual in English/Spanish is a plus
• QuickBooks Online and/or Desktop experience highly desired
Benefits
• Competitive compensation package
• Cash bonus eligibility
• Equity rewards
• Benefits in accordance with applicable plans and programs
Apply Now
Apply Now
Responsibilities
• Provide awesome customer service at all times while assisting customers with their Elite Payroll setup, either by scheduled appointments, messaging, or back office data entry
• Manage a pipeline of multiple new accounts and ensure long-term customer success from the beginning of their product purchase through onboarding and running first payroll
• Proactively communicate with customers and follow through with requests, feedback and questions via scheduled appointment and messaging
• Use mathematical problem-solving and troubleshooting techniques to get to the root of complex payroll issues and/or product questions
• Maintain clear and thorough notes for each customer engagement
• Educate customers on key features of their Elite Payroll Subscription and other Intuit products & services that can support their business needs and goals
• Participate in Continual Improvement activities aimed to positively impact the customer and expert experience
• Collaborate closely with other stakeholders (e.g. Sales, cross-functional teams, and external partners) to drive business results and solve customer payroll or accounting needs
Requirements
• In depth payroll experience / Certified Professional Payroll (CPP) is an advantage
• 2+ years accounting, bookkeeping, financial or technical support experience with an emphasis on providing excellent service is highly desired
• Excellent verbal, written business communication skills to inspire customer confidence via phone and messaging
• Strong computer and typing skills; comfort with web-based and desktop applications
• Ability to learn Intuit products, techniques and processes quickly in a training environment and ability to transfer learning to work environment
• Passion for creative problem-solving
• Savvy time manager and multi-tasker with ability to juggle multiple priorities and deadlines within a high volume and fast paced environment
• Knack for listening to and empathizing with customers to build strong, meaningful relationships
• Superior analytical and troubleshooting skills; ability to determine from a complex set of variables how to resolve payroll issues
• QuickBooks Online and/or Desktop experience highly desired
• Desire to learn and understand the small business ecosystem and payroll
• Bilingual in English/Spanish is a plus
• High school diploma or GED required; Bachelor's degree is preferred with accounting or computer background
Nice-to-haves
• Bilingual in English/Spanish is a plus
• QuickBooks Online and/or Desktop experience highly desired
Benefits
• Competitive compensation package
• Cash bonus eligibility
• Equity rewards
• Benefits in accordance with applicable plans and programs
Apply Now
Apply Now