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Cloud Upgrade Specialist - Tax

BS&A Software
United Statesfull_timeVerifiedPosted 8 Jan 2026

About the role

Cloud Upgrade Specialist - Tax
  • As a Cloud Upgrade Specialist for the Tax suite, you will be responsible for successful planning, execution, and management of cloud upgrade implementations. Our Cloud Upgrade Implementation Specialist role is customer-facing and combines both technical skills and functional skills to successfully upgrade customers from our existing on-premises software to our cloud-based software.
If you are looking for a challenging and rewarding opportunity to utilize your skills, we would love to hear from you! This position is for our Bath, MI office.

 Key Responsibilities:
  • Lead or support all aspects of implementation of the BS&A Cloud ERP for our customers upgrading from the on-premises BS&A solution.
  • Direct customer interaction to guide them through the implementation process, which includes setting the proper expectations, scheduling, training on core processes, and providing support during the implementation period.
  • Educate customers on how to use the Cloud-based software for their core day-to-day processes.
  • Support customers through all phases of the upgrade as required to ensure that all customer requirements are met, leading to successful acceptance and adoption of BS&A’s Cloud ERP software.
  • Diagnose, research and analyze customer concerns and requests, and ensure customer satisfaction.
  • Assist with data extractions and conversions.
  • Create and maintain documentation related to upgraded processes and client-facing materials
  • Verify data and municipal customizations to ensure critical components are converted successfully.
  • Other duties as assigned.
 Qualifications:
  • Bachelor's degree in Business, Accounting/Finance, Information Systems, or equivalent work experience
  • Strong work ethic
  • Ability to manage projects concurrently
  • Ability to thrive in a fast-paced environment
  • Excellent organizational and time management skills
  • Exceptional communication and customer service skills with the ability to simplify technical aspects for non-technical users
  • Willingness to learn new material (technical and non-technical)
  • The ability to work independently and as part of a team
  • Detail-oriented and ability to follow through
  • Basic SQL Knowledge is preferred but not required
  • Some limited travel may be required, up to 10%. If located outside Lansing, MI area, travel to our headquarters in Lansing for initial onboarding and training may be required.

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Company

BS&A Software

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