Onboarding Specialist at Soraban (W21)
$70K - $85K  •  0.01% - 0.05%
Automates data intake and service delivery process for tax firms.
Tempe, AZ, US / Austin, TX, US / Remote (TX, US; AZ, US)
Full-time
1+ years
About Soraban

Today, Soraban's building software to help accountants automate their client data intake process. Our next step is to build the Copilot for accountants. We are looking for ambitious people to come build the best piece of software for accountants.

About the role

Soraban is a post-revenue, seed stage B2B startup with ARR growing double digits per month.

Our mission is to equip accounting firms with cutting-edge solutions that optimize their information intake processes. Through continuous innovation and integrity, we aim to modernize the accounting field, making it more customer-centric and enhancing the lives of accountants and their clients.

With our customer base rapidly increasing, we’re looking for folks who want to come in help our customers even more successful. Is that you?

Who We’re Looking For

Personality & Capabilities:

  • Quick to Adapt – The product and process will evolve frequently to best serve our customers.
  • Detail-Oriented & Organized – Able to manage multiple onboarding projects simultaneously without missing key steps.
  • Clear Communicator – Transparent and straight to the point when managing expectations, setting timelines, and handling onboarding issues.
  • Self-Motivated – Proactive in self-learning and applying trial-and-error methods to gain knowledge on Soraban’s product and processes.
  • Process-Oriented – Comfortable following and improving structured onboarding workflows.

Biggest Necessities:

  • Ensuring customers have a smooth onboarding experience, from initial setup to full platform utilization.
  • Maintaining a structured process while adapting to customer-specific needs.
  • Understanding industry standards and being flexible as the busy season approaches.

Experience & Qualifications:

  • Bachelor’s degree preferred.
  • 2+ years of experience in Customer Onboarding, Customer Success, Implementation, or Account Management.
  • Strong project management skills and experience coordinating multiple stakeholders.
  • Experience training users and troubleshooting platform adoption challenges.
  • Preferred: Some level of familiarity with the tax industry or SaaS onboarding processes.

Bonus If You:

  • Are a self-starter who takes initiative and identifies gaps in the onboarding process.
  • Have a passion for customer success, ensuring clients fully adopt and integrate the product.
  • Are comfortable working in a fast-paced, evolving startup environment.

Important Note: This role is currently 100% Remote. In next 6-12 months we will be moving to a hybrid model and will be required to be in office 25% of business days/month. Office locations in ; Tempe, AZ ; and Austin, TX.

What We Offer:

  • A dynamic and supportive work environment focused on innovation and growth.
  • Competitive compensation package including base and commission-based incentives.
  • Opportunities for professional development and career advancement - we have a promote from within culture!
  • Flexible PTO with a minimum of 15 days off per year encouraged plus paid Holidays.
  • Comprehensive health benefits package, including medical and dental coverage.
  • Office/Equipment Sign-On Bonus.

Why Work With Us?

  • Soraban Reviews on Capterra
  • Fast-growing startup with opportunities for professional growth.
  • Engaging Company Zoom Socials, Team Building Activities.
  • Opportunity to be at the forefront of transforming the accounting industry.

Join us at Soraban and be at the forefront of transforming the accounting industry with our innovative SaaS solutions! Apply now to become a key player in our dynamic team.

Interview Process

We move incredibly fast at Soraban, and our interview process is designed to find candidates who can hit the ground running.

  1. Quick phone screen – A brief chat to align on expectations and fit.
  2. Second interview – A deep dive into your onboarding experience with our CX lead.
  3. Challenge Project - How do you solve or handle certain customer related issues.
  4. Offer – If we’re a mutual fit, you’ll receive an offer.

The entire process typically takes 20-35 days from start to finish, though we can expedite for candidates with competing offers. Please share where you are in your job search so we can accommodate your timeline as best as possible.

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