Elite Payroll Onboarding Associate

🌍 Remote, USA 💹 Full-time 🕐 Posted Recently

Job Description

About the position

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

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