ONESOURCE Direct tax CSM is responsible for providing service and technical support to the ONESOURCE clients in their assigned geographical territory. The CSM is responsible for Global coverage servicing all clients using ONESOURCE direct tax products and solutions. Service may include pre-sales assistance, technical support, product installation, trouble shooting and training. Position requires coverage of assigned clients in a specific geographic area, which may necessitate overnight travel. Individual may be required to work from a home office with appropriate office environment. Duties may necessitate evening and weekend hours during certain months of the year. Position does not involve normal office hours.
Role and Responsibilities:
- Manage the renewal process within assigned client base. Assist with the coordination of retention strategies and provide customer retention data and strategic information for the territory. This involves developing, maintaining, and managing relationships with clients’ external as well as internal and communicating while focusing on the Thomson Reuter’s tax and accounting vision.
- Generate upsell and cross-sell opportunities within the assigned customer base by leveraging positive relationship with customers and deep knowledge of ONESOURCE products
- Work collaboratively with other ONESOURCE representatives working with clients, including partners in the account management (new sales) function, professional services, and the help desk
- Provide customer intelligence and product feedback to interested parties within the business including marketing and product management
- Manage the assigned geographic territory, including but not limited to, sales support, overall product support (including training, implementation and technical support) to assigned client base. Identify and resolve service issues by facilitating discussions and meetings with clients and staff to identify problems, examine alternative solutions, and develop and execute action plans.
- Maintain knowledge of product(s) by completing CSM training program annually, territory roundtable, steering meetings and other customer meetings as requested.
- Participate in customer onboarding process regularly and participate in high-level customer implementation and support strategies as required.
Requirements and qualifications:
- Strong tax and/or accounting background. College degree required. CPA or Masters in Tax preferable.
- Knowledge of ONESOURCE direct tax products which includes Income tax, Tax provisions and Workflow management tools a plus
- Proficient in Microsoft Excel including Word, PowerPoint and Outlook.
- Time management skills with strong organizational and administrative abilities.
- Effective verbal and written communication skills.
- Ability to work under pressure with cross-functional peers or clients.
- Ability to conduct presentations along with group training when needed.
- Ability to work with minimal supervision
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