Position Description

Implementation Specialist
Job Posting Location San Diego, CA
Job Code 6963
Weekly Schedule Monday - Friday, 8:30am - 5:30pm
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Tax Compliance, Inc. (TCI) develops market-leading state and local tax software solutions for corporations. PTMS property tax software helps minimize property taxes and expenses. LicenseHQ helps minimize the time and expense related to license and permit compliance. TCI counts half of the Fortune 100® as clients.

Implementation Specialist

The Implementation Specialist will be tasked with providing client facing expertise around the installation and setup of Tax Compliance products (PTMS, LicenseHQ, and AppealTrack). They will also also be 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

  • 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 client needs and 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 Tax Compliance 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 TCI 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 property tax or a tax related field considered 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)

Education

  • Bachelor’s degree in Finance, Accounting, Business, or a technical discipline such as Management Information Systems or Computer Science.
  • Relevant work experience can be submitted for educational requirements if expertise is commensurate with the skills sought for the position.
  • PMI PMP Certification a plus

Travel Requirement

Up to 10%

 

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