Client Success Associate

About the role

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.

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 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.

Requirements

• Relevant experience required.
• Experience with software account management, leading teams, and managing clients preferred.
• Bachelor's degree required (Combination of related experience, education, and training may be accepted in lieu of degree).
• Degree in Accounting, Business, Communications, Public Relations, or Marketing preferred.
• Proficiency in Microsoft Outlook and Office products (Word, Excel, Teams, PowerPoint, etc.).

Travel Requirements

This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Benefits

Wellness at CLA: To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.