Position Description

Software Consultant - TCI
Job Posting Location San Diego, CA
Job Code 7069
Weekly Schedule
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Position Description:

The Software Consultant is tasked with providing client facing expertise around the utilization, and optimization for the entire suite of TCI products. This individual will be able to review client setup and processes and make recommendations to maximize the value of the solutions to the client.  Additionally, this individual will act as a liaison for the client in resolving technical and mapping complex design scenarios along with best practice recommendations.

Position Responsibilities:

The Software Consultant will have the primary responsibility to:

  • Conduct client scoping call with the focus on:  needs assessments, current use of software and identify process improvement opportunities.
  • Create a project plan and proposal for implementation of process improvement recommendations
  • Interact with other TCI teams as necessary to complete the tasks identified in the project plan.
  • Communicate project status with the client as determined by the project when milestones and tasks are completed.
  • Complete the contracted service work for the client.
  • Schedule and conduct project status meetings with both the client and internally with TCI team members as needed and dictated by the project.
  • 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
  • Maintain TCI internal systems used for training, implementation and consulting activities, including but not limited to: set up, maintenance and troubleshooting errors.
  • Identify client need for services and communicate those needs to other teams in the organization.

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 experience working in corporate tax systems, preferably the TCI suite of products.
  • Proven ability to troubleshoot and maintain hardware related questions and concerns
  • Must have the ability to learn new software and systems quickly with that ability to handle multiple clients and projects.
  • Must be able to communicate and interact with clients, both internal and external, in a clear, concise, confident manner.
  • 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)
    • Transact SQL and database experience (desired)
    • Customer service orientation (required)
    • Analytical problem-solving abilities (required)


  • Bachelor degree in Finance / Accounting (desired).
  • Relevant work experience can be submitted for educational requirements if expertise is commensurate with the skills sought for the position.
  • PMI PMP preferred or willingness to pursue certification

Travel Requirement:  

Up to 50%

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