(Senior) Client Onboarding Specialist

A little about who we are

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.

About the role

We are looking for a dedicated and proactive individual to join our team as a Client Onboarding Specialist. In this role, you will be committed to delivering an exceptional customer experience to all clients and partners, ensuring seamless VAT registration and onboarding processes.

Please note that you should be eligible to work in Hungary in order to apply to this role.

What you'll do:

• 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.

What you'll need:

• Advanced English skills, knowledge of any additional European langugage 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.

Don't meet all of the role requirements?

Don't worry! We care about outcomes rather than tickbox criteria, and it's often the case that the perfect person for the role has a CV that looks a little different.

Research (by Harvard University 🤓) shows that women are particularly likely to second-guess themselves and not apply — so if you’re worried you don’t meet all the criteria, get in touch anyhow and let us do the worrying.

At Taxually, we are committed to building a company that includes people from a variety of different backgrounds. We're particularly interested in hearing from people from typically underrepresented groups in the tech industry.