Customer On/Off Boarding Specialist

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com.

Position Summary/Objective
The Customer On/Off Boarding Specialist serves as a liaison between the tax department, Service Readiness, and new customers. As the “face” of Tax for our customers, you will be involved with the initial onboarding for tax. Task include review of reconciliations, tax set ups and will be offering audit explanations, regarding non- notice ticket items. You will collaborate with other internal tax groups to assist our customers and will serve as an expert on OSV Tax Systems and procedures.

Essential Functions/Duties/Responsibilities

• Ensure channels of communication with all customers remain open to include email, CRM tickets, calls, and onsite visits
• Prioritize and schedule customer calls with appropriate parties
• Respond timely and accurately to customer requests/escalations
• Become knowledgeable about each customer in your portfolio and their expectations
• Liaison with the Customer Success team and other internal stakeholders to remain updated on the customer at the strategic level
• Understand how payroll taxes will affect each customer in your portfolio
• Serve as an expert on OSV Tax Systems and procedures
• Contribute to a positive, collaborative work environment

Competencies

• Familiar with types of issues by industry and anticipates possible problems within assigned work.
• Works closely with others in a team, supporting collective goals.
• Flexible in a changing environment.
• Supports multiple customers effectively.
• Excellent customer service skills
• Problem solver
• Energetic

Supervisory Responsibility

This role does not have supervisory responsibilities.

Qualifications and Experience

• High School Diploma
• 3-5 years of Customer service/ Tax and/or Payroll experience
• Working knowledge of Federal, State, and Local tax rules and requirements
• Strong analytical and research skills.
• Self -directed management of work and results
• Proficient in Microsoft Office Suite
• Ability to establish and maintain effective working relationships
• Excellent time management skills

Preferred Skills

• Associates degree or higher preferred
• Payroll outsourcing and/or Shared Services experience preferred

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.