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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax technology implementation and client onboarding, with a strong focus on delivering tailored training and support to enhance client satisfaction and success. Proficient in managing escalations and providing proactive guidance to ensure smooth transitions and adherence to critical deadlines.
Highest-signal resume keywords
Tax Technology ImplementationClient OnboardingLive Demo DeliveryCRM Tools ProficiencyClient Training
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax WorkflowsMulti-Entity StructuresOnboarding ManagementEscalation ManagementWorkflow Consultation
Soft Skills
Excellent CommunicationAttention to DetailEmpathetic Client ApproachProactive Problem Solving
Tools & Technologies
HubSpotAsana
Industry Keywords
SaaSClient SuccessImplementation SuccessTraining AssetsProduct Feedback
About the role
Key responsibilities & impact- Increase new client conversion through targeted demos and pre-sale support
- Improve implementation success and reduce time to first value through structured onboarding execution
- Drive client confidence through effective training, improving filing readiness and satisfaction
- Identify and surface early risks or enablement gaps to Account Management
- Reduce escalations by proactively guiding clients through setup, training, and usage milestones
- Provide Sales, Product & Account Management feedback to improve the onboarding experience
- Deliver demos tailored to client tax workflows, entity structure, and seasonality needs
- Support Sales in objection handling and RFP responses with workflow-based consultation
- Lead early-stage product webinars and education sessions for prospects
- Create, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirements
- Train clients on system setup, filing workflows, and best practices for complex tax environments
- Guide firms through critical deadlines, ensuring confidence and platform familiarity
- Provide structured support to ensure a smooth launch and early client success
- Step into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocks
- Partner with Account Managers to surface risks and recommend next steps
- Provide targeted and proactive guidance during deadline periods and escalations
- Lead the transition between Sales & Account Managers post-contract signing
- Provide feedback to Product and Marketing based on real-world client interactions
- Keep demo and training assets up to date with the latest feature enhancements
Requirements
What you’ll need- 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS company
- Deep familiarity with tax workflows, multi-entity structures, and client expectations around deadlines
- Strong experience in live demo environments and delivering high-impact client training
- Excellent communication skills, particularly when teaching and simplifying complex systems
- Experience supporting onboarding, managing escalations, and helping clients navigate change
- Knowledge of CRM and project management tools like HubSpot, Asana, or similar
- Exceptional attention to detail with an empathetic and proactive approach to client success
Benefits
Comp & perks- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401(K)
- Growing Startup Culture