Lead end-to-end migration from TSC1099 V1 to V2: build and run migration playbook, manage migrating accounts as senior escalation, supervise technical support/customer service team, guide clients through data mapping, testing, and validation, coordinate with development and account teams, track milestones, and transition into platform/product management post-migration.
About Tab Service Company
Tab Service Co. is a Chicago-area B2B tax information reporting and document processing company. Our TSC1099 platform handles outsourced tax form processing, print and mail fulfillment, and IRS e-filing for institutional clients in higher education, financial services, and insurance. After two years of ground-up development, we are launching TSC1099 V2 — the next generation of our platform — and we need a leader to bring our clients onto it and support them into the future.
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
Qualifications
Required
- 5+ years in implementation, onboarding, customer success, technical account management, or professional services, including 2+ years supervising others.
- Proven success running complex, multi-account projects or migrations on a deadline.
- Strong technical aptitude — SaaS platforms, structured data files (CSV, fixed-width, XML), data mapping, and integration troubleshooting. No coding required, but you must speak the language.
- Excellent communication skills across technical teams and non-technical client stakeholders.
Preferred
- Experience with tax information reporting (1099, 1042-S, 1095, W-2), IRS e-filing (FIRE/IRIS), or document/print-mail processing.
- Familiarity with higher education, financial services, or insurance clients.
- Background in SaaS platform migrations or major version upgrades.
Why Join Tab Service
- Become part of a professional technology team with a vision for the future.
- Shape how our client base experiences our biggest product launch in years.
- We value our team members and provide opportunities for developing new skills
- You will work directly with company leadership.
Tab Service Company Chicago, Illinois, USA Office
6846 W North Ave, Chicago, Illinois, United States, 60707 4412
Similar Jobs
Enterprise Web • Hardware • Internet of Things • Software
Drive full-cycle SaaS sales for mid-market and enterprise manufacturing accounts, from prospecting through closing strategic deals. Develop sales strategies, exceed revenue targets, forecast pipeline in Salesforce, present technical value propositions, and build relationships with executive and technical stakeholders. Collaborate with Sales Engineering, Marketing, and Customer Success while staying current on SaaS, PaaS, IoT, cloud, AI, and manufacturing technology trends.
Top Skills:
AICloud ComputingIiotIotLinkedin Sales NavigatorMesOutreachPaasSaaSSalesforceZoominfo
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
Leads Circle National Trust’s operations, compliance, governance, business planning, regulatory engagement, audits, risk mitigation, and cross-functional resource coordination. The role reports to Circle executives and the Trust Board, ensures efficient and compliant fiduciary and custody operations, develops the business foundation, and promotes strong governance, communication, and operational performance within a regulated financial services environment.
Top Skills:
Artificial IntelligenceAutomationBlockchainDigital CurrencyFintechRegtech
Fintech
Develop scalable full-stack applications, APIs, services, and responsive user experiences using .NET and React. Collaborate with architects, designers, product managers, and engineers throughout the product lifecycle. Participate in technical design, architecture, code reviews, automated testing, documentation, deployment, and continuous improvement while ensuring security, performance, scalability, reliability, and maintainability. Work within an Agile, DevOps-oriented team and contribute to observability, integrations, and peer coaching.
Top Skills:
.Net 6+AgileAutomated TestingAzureAzure App ServiceAzure Container InstancesAzure DevopsC#CqrsDockerDomain-Driven DesignExtreme ProgrammingGitIdentity ProvidersKanbanKubernetesMicrosoft Sql ServerMongoDBOci ContainersOpenshiftReact 16+ReduxRestScrumSoapTypescriptVisual Studio Code
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
