Exemption Associate Consultant

Customer Support | Durham, NC, United States

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Required Skills/Experience


  • Technological acumen
  • Personal time management/priority setting
  • Independent thinker
  • Self-starter
  • High attention to detail
  • Microsoft Excel & Outlook proficient
  • Preferred Skills/Experience


  • Bachelor's degree or equivalent experience (2 years) in corporate environment
  • Account management
  • Previous experience in SaaS environment, emphasis on project implementation
  • Ability to thrive in ambiguity
  • Relationship building
  • Knowledge of corporate billing and invoice processes
  • Awareness of common CRM, ERP, and e-commerce software like Salesforce, Microsoft Dynamics, Shopify, NetSuite, Acumatica, Sage, etc.
  • Job Requirements


  • Manage book of business as assigned by MS Management, ensuring Customers receive outstanding customer service.
  • Lead software and service implementations, successfully guiding Customers through each process relying on clear communication and task prioritization to ensure an efficient, exceptional experience.
  • Work with the immediate team and internal stakeholders to ensure that content in Exemption Certificate Management (ECM) application is up to date with relevant updates to tax exemption certificates.
  • Support MS Management in enhancing project velocity via streamlining internal processes and ad hoc support of monthly billing activities.
  • Review existing documentation and coordinate efforts within the direct MS team & other internal stakeholders to provide updates that enhance profile & understanding of Managed Services offering.
  • Communicate application & service feedback received from Customers to relevant Avalara stakeholders to support potential product and service enhancements.
  • Work with immediate team and direct Customers to properly format, upload, and quality audit data in the ECM application.
  • Serve as primary point of contact for queries received via internal ticket queues, coordinating responses with relevant stakeholders & providing prompt resolutions to direct Customers.
  • Apply Now!