What are the responsibilities and job description for the Director of Client Success position at All In One Accounting?
About Us
7-time winner of the 50 Fastest Growing Companies in the Twin Cities , All In One Accounting is the strategic accounting team for mission-driven nonprofits and growth-minded entrepreneurs.
All In One Accounting's thorough and comprehensive set of services move our clients from financial chaos to business clarity and beyond.
Simply said, our mission is to empower entrepreneurs to profitably Grow their business, equip them to Protect their assets, and enable nonprofits to Amplify their impact.
Job Description
As a Director, Client Success, you'll play a pivotal role in ensuring our small business and nonprofits clients are supported through their entire journey with us. This newly created role will build relationships with our clients, develop strategies to retain them, and engage them to ensure they feel we have a true partnership with their business or organization
Key Responsibilities
- Client Relationship Management :
o Serve as a strategic point of contact for client relationships
o Manage client relationships through transitions and other changes
o Proactively identify and mitigate potential risks to client relationships
o Collaborate with internal teams to ensure service delivery exceeds expectations
o Develop and implement retention strategies
o Collaborate with Business Development and Marketing to identify opportunities for service expansion and upselling
o Monitor client satisfaction through regular check-ins and Net Promotor Score (NPS) tracking; conducting more frequent check-ins as needed for at risk clients
o Facilitate client onboarding process
o Conduct regular client communication via various channels (in-person, phone, video conference)
o Update and maintain account and contact information in CRM system (Hubspot)
o Gather, analyze, and integrate client feedback into continuous service improvements
o Develop and maintain client appreciation programs
o Identify potential case study and testimonial opportunities
o Align account management strategies with marketing campaigns and business development goals
o Implement systematic approaches to strengthen client relationships
Requirements
Professional Experience / Qualifications
Education
Benefits
Why the All In One Accounting Benefits
All In One Accounting offers all our positions as either full or part-time with a mix of client interaction and internal team comradery. We strive to meet team members where they're at - so our roles vary between onsite and fully remote.
Our company has been built by a team who likes to have fun, respects each other, and works extremely hard to do right by each other and our clients. We work with many entrepreneurial companies who at times may be challenging, but the greatest compliment is that our work has literally changed their business and their lives.
Our five core values of Commitment, Foresight, Relationships, Tenacity, and Teamwork are at the core of everything we do. We've created an environment of growth and are excited to see your talents!
Compensation
Benefits
All In One Accounting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary : $80,000 - $90,000
