Job details

Client Success Associate

Overview:

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.

Many of Baker Tilly’s roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Responsibilities:

Responsible for the overall satisfaction and coordination of services for a particular group of clients. This includes positioning of new services and solutions for client consideration. This role will 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.

Assisting the Senior CSM in building and maintaining strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, and,escalated issue management
Assisting with the contiuned evaluation of Baker Tilly success thru managing current services and future offerings, and support marketing and sales teams with information and/or share information with clients.
Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution.
Partner with Senior CSM to identify potential new opportunities to expand the clients’ portfolio of Baker Tilly solutions/products and conduct client business reviews.

Administrative Management

Respond to client billing questions or document retrieval
Ensure appropriate documentation for internal systems

Qualifications:

Bachelor’s degree in a related field or equivalent years’ experience in Client Success within a similar organization, required.
3+ years’ experience in Client Success or Account Management.
Knowledge of Salesforce preferred.
Proven success in maintaining client accounts.
Demonstrated ability to manage difficult conversations and help provide resolutions.