Payroll / Accounting Software Implementation Specialist at Baker Tilly in Madison, Wisconsin

Job Description:

Overview



Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.


Responsibilities




Position Summary



This position provides implementation and training services to clients for Civic Systems' financial software designed specifically for municipalities and municipal utilities. Implementation Specialists assist clients by leading them through the implementation process. Independent judgment and discretion are required. Need to be knowledgeable, good problem solver, and passionate about the work you do.



Responsibilities



In this role, your primary responsibilities will include:


Implementation Services - 30%

• Provide project coordination.


• Document certain aspects of the project, including client's workflow and processes, change management and lessons learned.


• Setup and configure software to match client's business process.


• Provide conversion services to map and convert data from client's legacy system.


• Implementation follow-up to ensure success for the client after go-live.


• Apply systems technology to meet business needs and objectives.


• Ensure client objectives are met on-time and within budget.


• Work with Support Specialists to identify areas where customers need stronger training or modifications in software setup need to occur.


• Ability to establish, develop and maintain strong, long term and positive working relationships with team members and clients.


• Ability to provide exceptional client service.


• Maintain close and active relationships with client.


• Respect the confidential and independent nature of the client relationships.


• Exhibit a sense of urgency and commitment to quality and the timely completion of duties.


• Replicate and document complex customer issues that need to be submitted to development.


• Communicate effectively with external clients.


• Provide client service at the highest level.

Training Services - 40%

• Provide onsite, in-office, or web-based training courses covering any number of software applications.


• Present training programs using identified learning objectives and selected instructional methodologies for specified software modules.


• Focuses on adult learning methodologies, presentation techniques and course pacing.


• Assist in the organization and planning of training initiatives, in line with project deadlines and expectations set forth as a part of the project plan and timeline.


• Prepare or modify training materials on occasion.


• Maintains an upbeat and positive attitude especially when working with client through their training program.


• Possess an expert level working knowledge of the software applications assigned to effectively train the client.


• Communicate effectively with external clients.


• Communicate effectively with team members.


• Act as a resource for those not at a senior level.


• Provide documentation and videos to assist clients with learning the software.

Technical Support - 25%

• Provide on-going technical support and solutions to client software problems.


• Resolve software questions/issues by clarifying the client's question, determining the issue to be resolved, selecting and explaining solutions, expedite correction or adjustment and follow-up to ensure resolution.


• Take ownership of technical incidents and coordinate resolution by providing solution or escalate incident to senior support specialist.


• Understand and diagnose client issues effectively and efficiently.


• Maintain active communication to control expectations and ensure client satisfaction.


• Assist in client advice by providing research.


• Address client issues.

Administrative Related Duties - 5%

• Integrate new knowledge and skills into daily work and share with colleagues.


• Participate in weekly staff meetings and bi-weekly team meetings.


• Demonstrate analytical, organization, interpersonal, project management, communication, and trouble shooting skills.


• Demonstrate commitment to continuous learning in order to stay current regarding applicable software, technology and industry related topics and issues.


• Comply with continuing education requirements; participate in professional organizations, independent study, etc.


• Prepare time budget for fiscal year.


• Prepare performance and personal development goals with assistance from performance counselor.


• Meet with performance counselor throughout the year to review performance and progress towards goals.


• Act as and be perceived as a positive role model and leader within the team.


• Participate and possibly organize team activities to enhance team synergy.

Qualifications




Successful candidates will have:

• Associates or Bachelor's degree in accounting, information systems, or related field.


• Strong technical and computer skills preferred.


• Previous payroll exposure or experience required.


• Ability to establish, develop and maintain strong, long term and positive working relationships with team members and clients.


• Ability to provide exceptional client service.


• Ability to communicate professionally by phone, email, and in-person.


• Analytical and troubleshooting skills.


• Experience with or knowledge of governmental accounting and/or the utility billing process is a plus.


• 3+ years of previous training experience preferred.


• Highly developed Microsoft Suite skills (Word, Excel) required.


• Exhibit a sense of urgency and commitment to quality and the timely completion of duties.


• Excellent verbal and written communication, presentation and people skills.


• Willing to travel 20%


• Eligibility to work in the U.S. without sponsorship preferred

Additional Information



For California, Colorado, New York and Washington: The compensation range for this role is $59,640 to $126,440. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.


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