Client Success Associate

Baker Tilly • Nashville, TN

6d • Hybrid

About The Position

In 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.

Requirements

• 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 Management
• Proven success in growing and maintaining client accounts
• Demonstrated ability to manage difficult conversations and help provide resolutions

Nice To Haves

• Knowledge of Salesforce preferred

Responsibilities

• 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 resolution
• Closely partner with internal colleagues to share clients’ business needs and identify potential new opportunity to expand the clients’ portfolio of Baker Tilly solutions/products
• Support marketing and sales teams with information and/or share information with clients
• Utilize data and metrics to facilitate an client business review
• Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights).

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level