Thomson Reuters-posted 2 days ago
$48,300 - $89,700/Yr
Full-time • Entry Level
Frisco, TX

A Product Onboarding Advocate is responsible for helping first-year customers have a successful onboarding experience as they get started with their new Thomson Reuters product(s) and training resources. This includes proactive phone and/or email contacts to help a firm reach key onboarding milestones to increase adoption of product.

  • Deliver Product Onboarding Program and foster relationships with first year customers
  • Set customers up for success with an initial onboarding phone call and periodic check-ins to review progress with onboarding milestones, and to increase adoption of product through training resources
  • Serve as primary point of contact (phone and/or email) through onboarding program
  • Bring appropriate internal individuals together to resolve issues in a prompt and appropriate manner
  • Meet performance objectives
  • Minimum of 3 years experience working in a customer service environment or relevant experience
  • A Bachelor's degree or equivalent experience
  • Preferably knowledgeable in Thomson Reuters Tax & Accounting software products
  • Excellent analytical, decision-making, time management, and multi-tasking abilities
  • Strong relationship-building skills with various roles within a firm, including IT, staff, and managing partners
  • Strong partnership, communication, and collaboration skills
  • Willingness to learn new processes and skills to enhance the customer experience
  • Flexibility & Work-Life Balance: Flex My Way policies to help manage personal and professional responsibilities
  • Career Development and Growth: Continuous learning and skill development opportunities
  • Industry Competitive Benefits: Comprehensive benefit plans including paid leave, mental health days, retirement savings, tuition reimbursement
  • Culture: Award-winning reputation for inclusion and belonging
  • Social Impact: Two paid volunteer days off annually and opportunities for pro-bono consulting projects
  • Comprehensive benefits package including health, dental, vision, disability, and life insurance programs
  • Competitive 401k plan with company match
  • Paid holidays including two company mental health days off
  • Parental leave and sabbatical leave
  • Optional hospital, accident and sickness insurance paid 100% by the employee
  • Flexible Spending and Health Savings Accounts
  • Fitness reimbursement
  • Access to Employee Assistance Program
  • Group Legal Identity Theft Protection benefit paid 100% by employee
  • Access to 529 Plan
  • Commuter benefits
  • Adoption & Surrogacy Assistance
  • Access to Employee Stock Purchase Plan
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