Client Success Associate

CLA (CliftonLarsonAllen)•Austin, TX

13d•Hybrid

About The Position

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is seeking a Client Success Associate. This role assists with the optimization of the client experience lifecycle. They help facilitate the development of digital software client relationships in order to promote loyalty, retention, and drive up the Net Promoter Score (NPS).

Requirements

Proficiency in Microsoft Outlook and Office products (Word, Excel, Teams, PowerPoint, etc.)
Bachelor's degree required (Combination of related experience, education, and training may be accepted in lieu of degree).

Nice To Haves

Experience with software account management, leading teams, and managing clients preferred.
Degree in Accounting, Business, Communications, Public Relations, or Marketing preferred.

Responsibilities

Assist with the sales-to-services transition and overall client onboarding deliverables.
Work alongside the project implementation teams to drive software product adoption.
Help moderate and resolve with any client escalations that may arise.
Facilitate client seamless transition to post implementation.
Coordinate with scoping and service teams for post implementation activities.
Identify referenceable clients and possible case studies.
Assist with client transfer management.
Help promote and identify other seamless CLA services to clients.
May assist with client subscription and support renewals, existing client marketing activities, and post implementation billing management.