Client Success at Baker Tilly Advisory Group, Frisco, Texas

Client Success Associate

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. 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 them
• You like to serve as a business advisor and trusted sounding board for clients
• You are motivated to help your client proactively identify their needs and propose solutions to help grow their business
• You 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 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 a 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).

Successful candidates will have:

• Bachelor's degree in related field preferred or 5 years of relevant experience in lieu of degree
• 1+ years of experience in Client Success or Account Management
• Knowledge of Salesforce preferred
• Proven success in growing and maintaining client accounts
• Demonstrated ability to manage difficult conversations and help provide resolutions