City National Bank-posted 4 months ago
$37 - $60/Yr
Full-time • Senior
Nashville, TN
5,001-10,000 employees

The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, onboarding and execution to ensure the client achieves full operational value from our SaaS products and services with the goal of facilitating client retention and loyalty. The key activities of this position are: examination of client business processes, making recommendations to align those processes to our SaaS offerings, development of education/training plans, delivering product education in person or remotely, follow-up on and resolution of reported issues, and ensuring all activities support a healthy Client Satisfaction (CSAT) Score through regular 'client health' check-ins to monitor the stability of the relationship.

  • Independent management of the client relationship after the sale to support client success within our SaaS products and services
  • Active ownership of the CSAT process and implementation of refinements as needed
  • Evaluate client business activities and map them to equivalent processes in our SaaS product(s)
  • Design of the clients' financial statements and general ledger chart of accounts
  • Consultation on data migration from other accounting software or legacy systems to our products
  • Assist with data cleanup in preparation for migration if using our legacy-to-AgilLink conversion process for adoption
  • Development and delivery of education plans regarding the SaaS Accounting Software
  • Conduct classes, seminars and other learning as required by the client education plan
  • Act as client advocate to identify points of failure, defects or other issues and proactively manage, follow-up and facilitate remediation
  • Provide data as needed to calculate Client Success Score
  • Monitor, manage and drive activities to support increases in the CSAT score
  • Collaborate with other departments as needed to service client needs or act as SME
  • Bachelor's Degree or equivalent experience
  • Minimum of 6 years personnel management, development and evaluation
  • Minimum of 6 years onboarding in a SaaS technology environment
  • Minimum of 6 years providing direct client services
  • Bachelor's degree preferred in Technology, Communication, Business, Accounting, Education, or relevant area
  • Intermediate Financial Accounting vocabulary including cash and accrual basics, Balance Sheet, Income Statement, Trial Balance, Bill Payment, Deposits, Bank Reconciliations, General Ledgers, Payroll Imports and Financial investments
  • Demonstrated past success in managing large, multi-office onboarding/implementation of multi-faceted project
  • Advanced critical thinking and problem solving regarding business processes and workflow as well as technical/software defect identification
  • Ability to organize, prioritize, work independently and adjust to flexible schedules as dictated by client needs
  • Significant experience in developing and delivering impactful presentations to groups, small to large
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement
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