[Remote] Client Support Analyst
Note: The job is a remote job and is open to candidates in USA. Experian is a global data and technology company, powering opportunities for people and businesses around the world. The Client Support Analyst (CSA) is a client-facing role responsible for supporting high-profile partners during compliance-critical year-end operations, combining client relationship management, data oversight, project management, and technical system fluency.
Responsibilities
- Oversee end-to-end client case management, including tracking, prioritization, status communication, and documentation across multiple systems
- Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for W-2 GU, VI, PR, 1099 (M, R, NEC), and Canadian forms (T4, T4A, RL-1), while identifying and resolving file formatting issues
- Serve as a primary client contact by participating in status meetings, leading calls, presenting updates, and providing high-touch communication and client-facing summaries
- Use multiple systems and tools, including Salesforce (SFDC), Smartsheet, Excel, internal proprietary platforms, and shared team trackers to manage client deliverables and case activity
- Troubleshoot production, data, and processing issues independently while collaborating with our teams and partners to provide a seamless, accurate, and error-free year-end experience
- Support peak year-end processing demands from October through February, including extended hours, occasional evenings and weekends, and accelerated case turnaround expectations
Skills
- 5+ years of experience working in Client Services
- Advanced skills in Customer Success metrics
- Experience working directly with enterprise-level clients or partners in regulated industries
- Experience with payroll in US and CAN tax forms (W2, 1099, PR, T4 RL1)
- Experience with tax year-end processing, data-heavy client services, client billing and contract review
- Experience leading training and presentations with clients
- Advanced Excel skills (can maintain complex spreadsheets), Salesforce, and Smartsheet knowledge
Benefits
- Great compensation package and bonus plan
- Core benefits including full medical, dental, vision, and matching 401K
- Fully remote environment
- Flexible time off including volunteer time off, vacation, sick and 12-paid holidays
Company Overview
Company H1B Sponsorship