Position Description

Implementation Specialist
Location Plano, TX
Job Code 4681
Weekly Schedule
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Position Description:

The Implementation Specialist is tasked with providing client facing expertise around the installation and setup of Corptax products while guiding the client through the implementation process and successfully transitioning new clients to Support.  This individual will act as the liaison for clients throughout the implementation process by conducting conference calls with the client, testing client data, providing feedback, troubleshooting and diagnostics, and managing the relationship through the process.


Position Responsibilities:

The Implementation Specialist will have the primary responsibility to:

  • Conduct client conference calls to begin the implementation process
  • Interact directly with clients in order to communicate the implementation process, software requirements/options, data testing results and in order to understand clients needs/requirements.
  • Follow up with clients on a regular basis regarding progress throughout the implementation process as well as post training as required.
  • Work with clients and internal departments to successfully complete the project of implementing a new Corptax system
  • Actively participate in project meetings to discuss issues and offer recommended solutions based upon best practices.
  • Provide proactive follow-up with customers prior, during, and post project while notifying their supervisor of any critical issues that arise.
  • Maintain clear, concise, and timely notes in the CRM system as it pertains to the project and client by providing all details around each customer communication
  • Understand the position function and how it relates to other functional areas and that intersection points between departments
  • Develop a working knowledge of all processes within the department and demonstrate a high level of competency around Corptax product setup and troubleshooting various problems and situations

Position Environment:

  • Must be able to sit for long periods of time
  • Must be able to be on the phone for long periods of time
  • Must be able to input (keyboard) all client notes and meeting notes into computer.
  • Must work well under pressure, meeting multiple and sometimes conflicting deadlines



Experience and Skills: 

Related internship experience OR 1+ years of experience working in corporate tax systems.  International tax, partnership tax and/or provision experience a plus.

Must have the ability to learn new software and systems quickly with that ability to handle multiple clients and projects.

Excellent written and verbal communication skills, customer service skills, and the desire to work in a team environment while also functioning independently with minimal oversight.

Must be proficient (required) or knowledgeable (desired) in the following:

·        NetSuite CRM or related system (desired)

·        Microsoft Word (required)

·        Microsoft Excel (required)



Bachelor degree in Finance / Accounting or work experience can be submitted for educational requirements in expertise is commensurate this skills sought for the position.


Travel Requirement:  

Up to 10%