Customer Success Associate

3 weeks ago

Lexington, United States Dean Dorton Full time
Description

Customer Success Associate

Location: Hybrid-Remote (Kentucky / Cincinnati Metro / Indianapolis Metro)

Dean Dorton, a leading certified public accounting and business advisory firm, is renowned for its commitment to excellence and client success. Our mission is to provide insightful solutions that empower businesses and individuals to thrive. We value integrity, innovation, and client-centric service. We are seeking a dedicated and dynamic Customer Success Associate to join our team and contribute to our mission of delivering exceptional service and fostering strong client relationships.

As a Customer Success Associate, you will serve as a trusted advisor, guiding clients through all stages of their engagement with our products and services. Your efforts will help identify customer needs and challenges, driving product enhancements and solutions to better serve our clients.

In this role, you will:
  • Build quotes for products and services, ensuring accuracy and clarity.
  • Utilize vendor/distributor partner tools to obtain pricing information and make informed decisions.
  • Place and follow up on orders to ensure timely delivery and customer satisfaction.
  • Handle customer subscription and support contract renewals, ensuring continuity of service and support.
  • Develop and maintain technical expertise across vendor partner platforms.
  • Build and maintain strong, long-lasting relationships with clients by understanding their business objectives and challenges, advocating for their needs, and contributing to product development discussions.
  • Guide new clients through the onboarding process, ensuring a smooth transition and comprehensive understanding of our services.
  • Provide timely and effective support to clients, addressing inquiries, resolving issues, and offering solutions that align with their needs.
  • Monitor client engagement and satisfaction metrics, analyze data to identify trends, and report findings to the management team.
  • Identify opportunities for clients to maximize the value of our services, offering recommendations and best practices.

Qualifications
  • Bachelor's degree in Business, Marketing, Communications, or a related field.
  • 2-4 years of experience in customer success, account management, or a related field, preferably in a professional services environment.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships.
  • Strong problem-solving and analytical skills.
  • Ability to work independently and collaboratively in a team-oriented environment.
  • Familiarity with CRM systems.
  • Prior experience in a vendor management role is preferred but not required

The Fun Stuff

Work isn't all work We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU A few highlights are listed below:
  • Unlimited PTO
  • Health insurance - medical, vision, dental
  • Paid family leave, medical leave, and maternity/paternity leave programs
  • Retirement benefits - 401(k) match and best-in-class automatic profit sharing
  • Telemedicine, mental health resources, and wellness program reimbursement
  • Life insurance and disability insurance

Dean Dorton is an Equal Opportunity Employer. We're committed to growing and empowering an inclusive community within Dean Dorton and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences, and perspectives across our organization. We encourage you to apply for our available positions, even if you don't necessarily check every box on the description.

Dean Dorton. Innovating Together.

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