Implementation Specialist

2 weeks ago

Irvine, United States SurePrep Full time
About the Organization

SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.

SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We're looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals.

Brief Job Description

An Implementation Specialist is a vital component to the Professional Services customer's implementation experience, handling customer contact responsibilities for onboarding firms implementing SurePrep products, with a focus on workstation set up and assisting with the next steps in the onboarding process.

Responsibilities

  • Complete the workstation setup steps to ensure a seamless start to onboarding SurePrep products
  • Coordinate multiple customer touchpoints and implementation milestones
  • Collaborate with Professional Services Operations and designated workflow team(s) to support project kick-offs and milestones
  • Bring appropriate internal individuals together to resolve issues in a prompt and appropriate manner
  • Meet performance objectives established by Management
Requirements

You're a fit for the role if your background includes:
  • Bachelor's Degree Preferred
  • Minimum of 3 years' experience working in a customer service environment or other relevant experience.
  • Excellent verbal and written communication in English is a must.
  • Software implementation coordination experience is preferred.
  • Excellent analytical, decision making and time management skills.
  • Ability to use creative methods, share ideas and use innovative approaches to address customer needs.
  • Strong partnership, communication, and collaboration skills.
  • Strong call handling soft skills.
  • Ability to self-manage.
  • Ability to stay motivated in a fast paced, high-pressure environment and pivot based on the needs of the business.
  • Strong research and problem-solving skills.
  • Ability to excel in a peer-coaching atmosphere.
  • Willingness to learn new processes and skills to improve the customer experience.
  • Ability to work collaboratively and cross-functionally in an Agile team environment.


EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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