Client Specialist

Thomson Reuters • Ann Arbor, MI

260d • $59,500 - $110,500

About The Position

As a Client Specialist, you will be responsible for managing and supporting our Core Accounts within the Tax & Accounting sector. Your primary role will be to ensure client satisfaction, drive retention, and identify opportunities for small-scale growth through user add-ons and ancillary products. This role requires efficient handling of a large client base, primarily through campaign-based initiatives and responsive customer support.

Requirements

• Bachelor's degree in business, Communications, or related field (or equivalent experience).
• 0-1 year of experience in customer service, account management, or related field.
• Basic understanding of tax and accounting software solutions preferred.
• Excellent communication skills, both written and verbal.
• Strong customer service orientation with the ability to build positive relationships.
• Proficiency in using CRM systems and Microsoft Office Suite.
• Ability to manage multiple accounts and prioritize tasks effectively.
• Basic problem-solving skills and attention to detail.
• Self-motivated with the ability to work both independently and as part of a team.
• Adaptability to learn new products and processes quickly.

Responsibilities

• Manage a large portfolio of Core Accounts, focusing on customer satisfaction and retention.
• Respond promptly and effectively to customer inquiries and support requests.
• Participate in and execute targeted campaign initiatives to engage with the Core Account base.
• Identify and pursue opportunities for small upsells, such as user add-ons and ancillary products.
• Monitor product usage and customer engagement levels within the assigned account base.
• Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.
• Maintain accurate and up-to-date records of client interactions and account status in the CRM system.
• Contribute to the development and implementation of retention strategies for Core Accounts.
• Stay informed about product updates and basic tax workflow processes to provide accurate information to clients.
• Identify potential accounts that may be candidates for growth into higher spending tiers.

Benefits

• Flexibility & Work-Life Balance: Flex My Way policies to help manage personal and professional responsibilities.
• Career Development and Growth: Continuous learning and skill development opportunities.
• Industry Competitive Benefits: Comprehensive benefit plans including paid leave, mental health days, retirement savings, and tuition reimbursement.
• Culture: Award-winning reputation for inclusion and belonging, flexibility, and work-life balance.
• Social Impact: Two paid volunteer days off annually and opportunities for pro-bono consulting projects.
• Comprehensive benefits package including health, dental, vision, disability, and life insurance programs.
• Competitive 401k plan with company match.
• Paid holidays including two company mental health days off.
• Parental leave and sabbatical leave.
• Optional hospital, accident, and sickness insurance paid 100% by the employee.
• Flexible Spending and Health Savings Accounts.
• Fitness reimbursement and access to Employee Assistance Program.
• Group Legal Identity Theft Protection benefit paid 100% by employee.
• Access to 529 Plan and commuter benefits.
• Adoption & Surrogacy Assistance and Tuition Reimbursement.
• Access to Employee Stock Purchase Plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Web Search Portals, Libraries, Archives, and Other Information Services
• Education Level: Bachelor's degree