What are the responsibilities and job description for the Associate, Client Success position at Baker Tilly?
Overview
Baker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
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 Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, 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.
Job Description:
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 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 an 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 a related field or equivalent years’ experience in Client Success within a similar organization, required.
- 1-3 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
