Home
/
Account Management
/
Client Success Associate
Client Success Associate-April 2024
Madison
Apr 3, 2025
About 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 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.

  Please discuss the work location status with your Baker Tilly 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.

  Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

  Responsibilities

  In the role of a CSM, 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.

  You will enjoy this role if:

  You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients' current challenges.You enjoy building strong relationships with clients and getting to know themYou like to serve as a business advisor and trusted sounding board for clientsYou are motivated to help your client proactively identify their needs and propose solutions to help grow their businessYou enjoy building internal relationships that will help a clients' business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines.

  You will have an opportunity to:

  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 resolutionClosely partner with internal colleagues to share clients' business needs and identify potential new opportunity to expand the clients' portfolio of Baker Tilly solutions/productsSupport marketing and sales teams with information and/or share information with clientsUtilize data and metrics to facilitate an client business reviewHelp shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights).

  Qualifications

  Successful candidates will have:

  Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required.5+ years' experience in Client Success or Account ManagementKnowledge of Salesforce preferredProven success in growing and maintaining client accountsDemonstrated ability to manage difficult conversations and help provide resolutions

  Additional Information

  For California, Colorado, New York and Washington: The compensation range for this role is $51,910 to $110,030. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

  #LI-Hybrid

  #LI-LM1

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Sr Account Manager, BioProduction
Job Description When you're part of Thermo Fisher Scientific, you'll do challenging work, and join a team that values performance, quality and innovation. As part of a successful, growing global orga
Personal Lines Account Manager II
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providi
Sr Account Manager, BioProduction
Job Description When you're part of Thermo Fisher Scientific, you'll do challenging work, and join a team that values performance, quality and innovation. As part of a successful, growing global orga
Personal Lines Account Manager
This is a full-time in office position and can be based out of: Murray, KY Paducah, KY Benton, KY Mayfield, KY Madisonville, KY Owensboro, KY ABOUT HUB INTERNATIONAL: HUB International Limited (HUB)
Commercial Account Manager
Hi, we're HUB! We are proud to be ranked 5th among the world's largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you're at
Senior Banker - Fridley - Minnesota West Market
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Key Account Manager Consumer
Currently we are looking for a suitable individual to join us on the position of Key Account Manager Consumer Channel , based in Poland, Warsaw. Working for Signify means being creative and adaptive.
Personal Lines Client Service Assistant
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
Key Account Manager, Systems & Services - Public Accounts
We're looking for a strong Key Account Manager to manage End-User - Public Accounts to join our APAC Regional S&S Team based in Manila, Philippines. The person should have a strong understanding
Key Account Manager
About Kinaxis   Kinaxis is the global leader in modern supply chain management. We serve supply chains and the people who manage them in service of humanity. Our software is trusted by renowned globa
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved