Onboarding Specialist

Company Description Taxcart is a global tax engine that automatically calculates sales tax, VAT, GST, and other indirect taxes across ecommerce checkouts, shopping carts, invoices, billing platforms, and ERP systems. Through a single integration, businesses can sell worldwide while applying accurate tax to every transaction. Taxcart combines modern technology, transparent flat-rate pricing, and robust compliance support to simplify cross-border selling. The platform is designed to help companies scale internationally without the complexity of legacy tax solutions, powering global commerce one transaction at a time.
Role Description The Onboarding Specialist role is a full-time, remote position focused on guiding new clients through successful implementation and adoption of Taxcart’s solutions. In this role, the specialist collaborates with customers to understand their business and tax requirements, configures onboarding workflows, and supports integration with ecommerce, billing, and ERP systems. Day-to-day responsibilities include conducting onboarding calls and demos, providing clear documentation and training, tracking onboarding milestones, and proactively resolving issues that could delay activation. The specialist works closely with product, support, and sales teams to ensure a smooth transition from purchase to live usage, while continuously improving onboarding processes based on client feedback.
Qualifications
Strong customer onboarding and client onboarding skills, with experience guiding users through software implementation and activation.
Excellent interpersonal skills and communication abilities, including facilitating meetings, explaining technical concepts clearly, and building trust with diverse stakeholders.
Analytical skills to interpret client requirements, troubleshoot onboarding challenges, and optimize configurations and workflows.
Familiarity with SaaS platforms, ecommerce systems, billing tools, or ERP integrations is highly beneficial.
Proven ability to manage multiple onboarding projects simultaneously, prioritize tasks, and meet deadlines in a remote environment.
Detail-oriented approach, with strong documentation and process improvement skills.
Comfort working cross-functionally with product, engineering, sales, and support teams.
Relevant experience in customer success, implementation, or onboarding; a bachelor’s degree in Business, Communications, Information Systems, or a related field is a plus.

Work arrangement
Yes