Manage the transition of clients from onboarding into production, coordinating with internal teams ... Process recurring client data feeds into DMA's tax software systems, ensuring data integrity and ...
Manage the transition of clients from onboarding into production, coordinating with internal teams ... Process recurring client data feeds into DMA's tax software systems, ensuring data integrity and ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Quick apply
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
TM Onboarding Specialist I
Terre Haute, IN ยท On-site
Onboarding Treasury Management clients from implementation to training clients to use Treasury ... Solid technical proficiency in the use of PC software tools and systems The above statements ...
TM Onboarding Specialist I
Terre Haute, IN ยท On-site
Onboarding Treasury Management clients from implementation to training clients to use Treasury ... Solid technical proficiency in the use of PC software tools and systems The above statements ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Quick apply
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Quick apply
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Quick apply
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Implementation & Onboarding Specialist Reports To: Director of Client Success and State Programs ... Mission Guided We are committed to delivering pragmatic software solutions that enable us to have ...
Implementation & Onboarding Specialist Reports To: Director of Client Success and State Programs ... Mission Guided We are committed to delivering pragmatic software solutions that enable us to have ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Quick apply
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Quick apply
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
Adept at managing virtual communication platforms and modern client management software. Onboarding Requirements * Valid resident state Life Insurance license. * Active Errors and Omissions (E&O ...
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Specialist
Hammond, IN ยท On-site
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Specialist
Hammond, IN ยท On-site
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Specialist
Indianapolis, IN ยท On-site
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Specialist
Indianapolis, IN ยท On-site
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Specialist
Evansville, IN ยท On-site
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Specialist
Evansville, IN ยท On-site
As enterprises consolidate fragmented software buying into a small number of trusted reseller partners, they expect a single front door, faster vendor onboarding, proactive renewal management, and ...
Software Onboarding information
What is the difference between Software Onboarding vs Software Implementation?
| Aspect | Software Onboarding | Software Implementation |
|---|---|---|
| Focus | Introducing users to software features and ensuring smooth adoption | Deploying and configuring software within an organization for operational use |
| Credentials/Certifications | Often requires training or user support skills | Requires technical skills, project management, and technical certifications |
| Work Environment | Customer support, training sessions, user engagement | IT teams, project management, technical deployment |
| Industry Usage | Customer success, user experience, SaaS companies | IT departments, software vendors, enterprise solutions |
While Software Onboarding focuses on helping users understand and adopt software features, Software Implementation involves deploying and configuring the software within an organization for operational use. Both roles are essential in the software lifecycle but differ in scope and technical requirements.
What is software onboarding?
What are the key skills and qualifications needed to thrive as a software onboarding specialist, and why are they important?
What are some common challenges faced during the software onboarding process, and how can I effectively address them in this role?

Full-time
This job post hasย expired 1 day ago.ย Applications are no longer accepted.
Job description
As an employee-owned company, DMA prioritizes employees. Low turnover rates and tenured teams are living proof:
- 2025 Great Places to Work Certified
- Employee stock ownership program eligibility begins on day one of employment (ESOP contribution is targeted at 6% of your annual compensation)
- Company paid parental leave
- Generous time off package
- Multiple benefit plans, eligibility begins on day one of employment
- Culturally focused on work/life balance, mental health, and the overall wellness of our employees
Position Summary
The Client Onboarding Analyst supports the Transaction Tax Compliance team by executing new client onboarding activities, analyzing and preparing client data, and ensuring seamless integration into DMA's compliance systems. This role plays a critical part in establishing the foundation for long-term client success by creating accurate data models, documenting processes, and coordinating with both clients and internal teams. The Implementation Analyst ensures that each implementation meets quality standards and sets clients up for efficient, automated compliance processing.
Essential Duties and Responsibilities
Analyze complex client source data and develop structured data models for import into DMA's compliance systems.
Interpret and document compliance requirements, including tax credits, amended returns, renewals, notice handling expectations, funding procedures, and reporting schedules.
Create clear, client-specific process documentation that outlines compliance workflows, data expectations, and operational procedures.
Set up new client profiles in all internal systems used for return preparation, ensuring accurate configurations and system readiness.
Maintain proactive communication with clients throughout onboarding, providing updates, gathering required information, and ensuring a positive client experience.
Manage the transition of clients from onboarding into production, coordinating with internal teams for a seamless handoff.
Troubleshoot and resolve data-related issues, identifying root causes and implementing corrective actions to ensure accurate compliance processing.
Process recurring client data feeds into DMA's tax software systems, ensuring data integrity and identifying anomalies.
Non-Essential Duties and Responsibilities
Assist with online filing activities and back-end reporting as needed.
Provide support to the Production team during peak filing periods.
Perform other duties as assigned.
Education and Qualifications
Bachelor's degree in Accounting, Business Administration, Finance, or related field.
1+ years of experience with DMA or in a similar implementation, compliance, or data-focused position.
Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, data cleansing; macros preferred).
Experience with data modeling or data transformation tools preferred.
Ability to quickly learn Transaction Tax concepts and compliance software systems.
Strong verbal and written communication skills; able to explain technical concepts to non-technical audiences.
Must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. This position does not qualify for employment-based sponsorship.
Work Environment & Physical Requirements
Work Schedule: Regular, 40 hours/week
Travel: Less than 10%
Physical Activity:
Prolonged periods of sitting and computer use
Ability to hear, understand, and distinguish speech and sounds
Frequent repetitive motions with hands
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The Company is an equal employment opportunity employer and is committed to providing equal employment opportunities to its applicants and employees. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, gender, national origin, citizenship, age, disability, veteran status, genetic information, or any other category covered by applicable federal, state, or local law. This equal employment opportunity policy applies to all employment policies, procedures, and practices, including but not limited to hiring, promotion, compensation, training, benefits, work assignments, discipline, termination, and all other terms and conditions of employment.
It is DMA's policy to make reasonable accommodations for qualified individuals with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please contact our Human Resources team at HRDepartment@dmainc.com or 800-309-2110 and choosing selection 6.