Senior Client Onboarding Specialist - Remote

Overview

Taxually is a global transactions tax SaaS scale up offering a suite of products to enhance the way its clients manage their tax processes. Founded in 2018, Taxually has grown nearly 300% year on year, and now works with over 12,000 customers in more than 60 countries. We have built, and continue to build, the most advanced technology within the tax sector, which has resulted in numerous members of the Fortune 500 adopting our solutions and strong Private Equity backing.

We have a dedicated, hard working, growing team - the type of person who works here is driven, motivated, empowered and forward thinking. We want people to challenge, to bring new ideas and to add to the growth of Taxually.

In Short

• Provide top-notch support to clients and partners regarding VAT registration and onboarding, via email, phone, and chat.
• Be well-versed in the VAT registration process and requirements, ensuring clients are fully informed and comfortable.
• Respond to customer inquiries, manage cases according to SLAs and quality KPIs, and solve problems efficiently.
• Work closely with different teams (TaxAdminOps, Sales, Finance, Country Teams) to ensure a smooth onboarding experience for our clients.
• Report bugs and technical issues to the DigOps Team and keep track of their resolution.
• Bring any potential escalations, complex queries, blockers, or ideas for improvement to the Senior Onboarding Specialist or Team Lead.
• Continuously learn and stay updated on the VAT registration process and the tools we use at Taxually.
• Confidently use all necessary tools (like FreshDesk, FreshCaller, FreshChat, HubSpot, and trackers) to support your work.
• Stay informed about internal updates, news, and changes to processes, and make sure to respond to them promptly.
• Communicate professionally and quickly with your teammates when needed.

Requirements

• Advanced English skills, knowledge of any additional European language is a plus.
• Strong communication skills, with the ability to build great relationships with clients.
• Detail-oriented and able to juggle multiple tasks in a fast-paced environment - adaptability and flexibility is key.
• Team player who can collaborate with internal teams and stakeholders.
• Experience with CRM systems (e.g. FreshDesk, HubSpot) is a plus.

Benefits

• Competitive salary and performance-based incentives.
• A dynamic and supportive team environment with opportunities for growth and development.
• The chance to work with a market-leading tax compliance solution.
• Ongoing training and access to industry experts to boost your tax knowledge.
• Flexible working options and a commitment to work-life balance.