What are the responsibilities and job description for the SaaS Client Migration & Support Lead position at Tab Service Company?
The Role
Own the migration of our client base from TSC1099 V1 to V2. You will build and run the migration playbook, serve as the senior point of contact for a portfolio of institutional accounts, and lead a team of technical support and customer service staff supporting those accounts. You will start with our beta cohort and scale the process across the full client base.
What You'll Do
- Build and run the end-to-end migration plan, timeline, and repeatable playbook.
- Manage a portfolio of migrating accounts as the senior escalation point and trusted advisor.
- Lead and supervise a team of technical support and customer service staff — setting priorities, managing workload, and developing the team.
- Guide clients through data mapping, file-format changes, testing, and validation with no disruption to their tax reporting.
- Coordinate with development team, account managers, and production to optimize migrations and clear blockers.
- Track progress against milestones and report status to leadership.
- Transition to a platform/product management role post migration
Tab Service is a specialized outsourced business services provider serving a national customer base. We are family owned and have been in business for over 65 years.
Salary : $110,000 - $130,000