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.
The Implementation Specialist will have the primary responsibility to:
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.
Up to 10%