Client Services Associate - Software - Tax Solutions
Core
Provide client support, troubleshooting, and product demonstrations for the Tax Utility platform to help financial services clients meet compliance needs.
Role type
Client Services Associate (Software Support)
Builds
Tax Utility platform for tax documentation exchange
Domain
Financial services / Tax compliance / Regulatory technology
Deliverable
client delivery
Required skills
Client support, basic troubleshooting, product demonstration, Salesforce usage, documentation, cross-functional collaboration
Preferred skills
Jira usage, experience in regulatory & compliance, experience in financial data operations
Responsibilities
Track and prioritize client queries via Salesforce, handle basic customer support across Tax Solution products, deliver product demonstrations, escalate complex issues to experts, maintain interaction documentation, collaborate with Product and Engineering teams
Seniority
Junior, entry-level IC
