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Baker Tilly
Client Success AssociateBaker Tilly • Paradise Valley, AZ, United States
Client Success Associate

Client Success Associate

Baker Tilly • Paradise Valley, AZ, United States
30+ days ago
Job type
  • Full-time
Job description
Client Success AssociateIn the role of a hybrid Client Success Associate this individual will be responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes the positioning of new services and solutions for client consideration. This role will also serve as the main Point of Contact for any operational or escalation-related matters. The CSM will align closely with fellow Baker Tilly professionals across multiple service lines in architecting value for the business and its stakeholders.You will enjoy this role if:You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges.You enjoy building strong relationships with clients and getting to know themYou like to serve as a business advisor and trusted sounding board for clientsYou are motivated to help your client proactively identify their needs and propose solutions to help grow their businessYou enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines.You will have an opportunity to:Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building)Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolutionClosely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/productsSupport marketing and sales teams with information and/or share information with clientsUtilize data and metrics to facilitate a client business reviewHelp shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights).Successful candidates will have:Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required.1-3 years of experience in Client Success or Account ManagementKnowledge of Salesforce preferredProven success in growing and maintaining client accountsDemonstrated ability to manage difficult conversations and help provide resolutions
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Client Success Associate • Paradise Valley, AZ, United States

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