Senior Implementation Specialist - Remote Tax Automation

Socotra, Inc.; Northern (KY); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Avalara is seeking a Senior Consultant to lead high-priority tax automation implementations across ERP and platform integrations. You will own discovery, configuration, and customer engagement for complex multi-system deployments, reporting to the Implementation Manager.

Ideal candidates bring 8+ years of B2B software implementation experience, deep tax automation knowledge, and strong leadership with junior team members. This role emphasizes AI-enabled tooling and cross-functional collaboration.

Qualifications

• Bachelor's degree in Information Systems, Information Technology, Business Administration, Accounting, Engineering, or a related discipline and 8+ years of experience in software implementation within the B2B sector, with a demonstrated track record of leading complex, multi-platform deployments.
• Deep expertise in tax automation and the ability to independently lead implementations of tax engines, returns, and exemption certificate systems for Avalara, TaxJar, Vertex, Sovos, Sabrix, or similar platforms.
• Strong knowledge of US sales and use tax compliance, nexus rules, and multi-jurisdictional requirements.
• Proven expertise across ERP and platform integrations including Sage, Microsoft Dynamics 365, Salesforce, NetSuite, and QuickBooks.
• Strong executive presence and communication skills; demonstrated ability to engage confidently with senior stakeholders on both customer and internal sides.
• Demonstrated mentorship and informal leadership capabilities; experience coaching junior team members on implementation methodology and ERP configurations.
• Strategic thinker who translates customer pain points into scalable, repeatable implementation solutions.
• Demonstrated use of AI tools to improve implementation speed, documentation quality, or delivery consistency.

Responsibilities

• Architect and deliver end-to-end implementations across the full suite of supported ERP and platform integrations, including Sage, Microsoft Dynamics 365, Salesforce, NetSuite, and QuickBooks, encompassing technical discovery, advanced configuration, and customization guidance.
• Own a portfolio of high-priority, high-complexity, or strategic customers, ensuring exceptional delivery quality and customer satisfaction.
• Lead discovery sessions with enterprise customers to assess tax workflows, recommend optimal configurations, and develop tailored implementation plans aligned to nexus and compliance requirements.
• Manage technical and tax aspects of customer implementations end-to-end, including task management, solutioning, risk identification and mitigation, and customer communication.
• Serve as a senior escalation point for complex implementation and support scenarios, guiding junior specialists through advanced configurations and methodology application.
• Partner with the Implementation Manager and Learning and Development teams to contribute to onboarding materials, training curricula, and standard operating procedures that strengthen the broader implementation practice.
• Collaborate with Product, Engineering, and Customer Success teams to surface recurring implementation challenges and drive product improvements that improve delivery consistency.
• Apply AI tools to accelerate discovery synthesis, solution design, documentation, and implementation planning.

Skills

Tax automation

ERP deployments

Customer engagement

Mentorship

AI tools

Education

Bachelor's degree in Information Systems, Information Technology, Business Administration, Accounting, Engineering, or related

Tools

Sage

Microsoft Dynamics 365

Salesforce

NetSuite

QuickBooks

Job description

Avalara is seeking a Senior Consultant to lead high-priority tax automation implementations across ERP and platform integrations. You will own discovery, configuration, and customer engagement for complex multi-system deployments, reporting to the Implementation Manager.

Ideal candidates bring 8+ years of B2B software implementation experience, deep tax automation knowledge, and strong leadership with junior team members. This role emphasizes AI-enabled tooling and cross-functional collaboration.