- Serve as the primary point of contact for member questions throughout onboarding.
- Assist members with inquiries related to tax, accounting, payroll, and U.S. corporate structures, especially LLCs and S Corps.
- Use cross-functional resources to ensure accurate, professional communication.
- Manage inbound member inquiries about the product, process, taxes, and accounting via email and phone.
- Proactively send updates and reminders about key onboarding milestones.
- Adapt quickly to resolve member issues effectively.
- Identify opportunities to streamline and improve the onboarding process.