Job Description

TECHNICAL ACCOUNT MANAGER OVERVIEW

A 1099 Pro Technical Account Manager works directly with 1099 Pro’s Corporate Suite customers, which are generally Fortune 500 companies or other public entities, and generally interacts with the both the business and technical teams of 1099 Pro's customers. Therefore, 1099 Pro Technical Account Managers are expected to have a sound technical background as well as the ability to learn the 1099 Pro software and some basics about financial reporting guidelines. The financial reporting is generally structured around federal and state reporting of information returns such as 1099, W-2, 1042-S, ACA 1095, and FATCA/CRS. In regards to the technical background, our preferred skill set is to have experience with Microsoft Excel, Windows Server, Microsoft IIS Server, and SQL Server.

Typical job duties include: helping customers to use the software and achieve desired outcomes, on-boarding new customers with software/SQL/IIS Server installations, troubleshooting software or other technical issues, providing software training or other guidance to customers, and helping to perform in-depth testing on software releases.

Finally, a Technical Account Manager is responsible for an inside sales function of guiding customers to the best-fitting 1099 Pro product/service and providing Corporate Suite software webinar demonstrations for interested customers. This means that the Technical Account Manager must be articulate emails well and interact with customers.

1099 Pro also has a variety of projects that Technical Account Managers can work on during any down-time, such as: web-design/updates, quality assurance testing, custom report generation, assisting with marketing projects, and process documentation via video creation – all of which provide growth opportunities within 1099 Pro.

POSITION OVERVIEW / RESPONSIBILITIES:

• Client Support:
  • Respond to high profile client needs via phone, email, and live chat
  • Provide training and guidance for users of 1099 Pro software, such as: software installations, data imports, print submissions, and filing submissions
  • Troubleshoot more complex issues and errors relating to Windows configuration / rights / permissions, software issues, and SQL database problems
  • Quality assurance testing of new software releases or websites
• Inside Sales:
  • Receive incoming sales calls and guide customers to the 1099 Pro product that best fits their needs
  • Perform product demonstrations via online webinar or in-person presentations
  • Follow-up on website generated leads
• Business Development:
  • Educate clients on new offerings or better solutions for their reporting needs
  • Identify key areas for software/service improvements based on of customer needs
  • Develop documentation of new products, processes, and/or services
  • Maintain a working relationship with existing clients
  • Attend company-sponsored conferences (this year is New Orleans!)
  • Recommend new or improved sales strategies

POSITION REQUIREMENTS:

• Bachelor’s degree
• Strong background with Microsoft programs (MS SQL, Outlook, Word, Excel, & PowerPoint)
• Strong computer software & hardware knowledge
• Basic Microsoft IIS experience
• Basic understanding of computer programming
• Excellent written and oral communication skills for technical and non-technical audiences
• Friendly, positive, and patient demeanor
• Detail oriented
• Must pass background check

SUPPLEMENTARY EXPERIENCE (NOT REQUIRED):

• Informational tax reporting (1099, W-2, 1042-S, FATCA)
• Software support and/or quality assurance testing of software
• Strong knowledge in any of the following:
  • Windows system administration
  • MS SQL
  • Microsoft IIS
  • Visual Studio
  • .Net or Clarion programming languages
  • Web-development & web-design
  • VMWare

1099 PRO, INC. PROVIDES:

• Excellent office setting & environment, which includes:
  • Fully stocked kitchen with complimentary breakfast snacks, lunch snacks, small lunches, water, juices, soda, coffee, & espresso
  • Open-air courtyard & benches for breaks
  • Free parking
  • Open, no-cubicle, environment with multiple monitors
  • Across the street from the Calabasas Commons
• Amazing culture with company sponsored lunches, seasonal parties, and outside of work activities (if interested)
• Competitive salary based on experience and skill level
• Medical, vision, and dental benefits
• Generous 401(k) benefits
• Growth Potential:
  • Senior Technical Account Manager
  • Account Supervisor
  • Business Development Specialist

Company Description

1099 Pro, Inc. is a market-leading provider of information reporting solutions for business tax reporting processes and compliance services. Established in 1989, 1099 Pro has grown to serve over half of the Fortune 100 companies and is currently responsible for reporting over 10% of the entire volume of information returns filed in the U.S, annually. We have leveraged our 30 years' experience in the industry to develop and strategically market a comprehensive scope of solutions that include: SaaS, desktop software, integrated corporate level software, and compliance services - each of which are specifically developed and marketed to meet the unique needs of various-sized clients. Therefore, our clients range from public entities with over two-hundred and fifty million forms to sole proprietors with fewer than ten - all of which choose 1099 Pro as their trusted solution for tax reporting, compliance services, and risk mitigation. As U.S tax law expands, 1099 Pro continuously develops and markets new products/services which has created a team-like atmosphere that fosters innovation, challenges individuals, and provides recognition and growth potential for hard-workers with new ideas.