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Client Success Associate

2 months ago

Irvine, United States SurePrep Full time
This is a Remote Role

About the Organization
SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.

SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We’re looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals.

Privately held advisory / consultancy firm is seeking a passionate Client Success Associate who will partner with and ensure the long-term success of our clients. You will be responsible for developing long-term relationships with assigned clients, connecting with key business executives and stakeholders and delivering Client training via web conference or face-to-face meetings. You will engage current clients in an effort to identify their needs and promote our products / services. The perfect candidate should be results-oriented, self-starter capable of problem solving, managing changing priorities and being flexible in the day-to-day job functions.

Additional Duties and Responsibilities:
  • Maximize business potential through strong relationship management and consultative sales techniques.
  • Describe value add of Company’s solutions/services which are not currently utilized by Client and promote additional Company products and services.
  • Perform onsite and web-based training sessions
  • Input Clients data and other sales data into customer relationship management software.
  • Closely follow current market intelligence, industry trends, client feedback and business needs.
  • Understand CPA Firms’ business model and how to consult CPA’s on maximizing tax return preparation and review efficiency.
  • Share best practices, knowledge and learning with Team
Qualifications:
  • 2+ years of Training or Client Success experience needed.
  • Tax Industry experience preferred.
  • CRM software experience preferred.
  • Excellent verbal and written communication skills.
  • Excellent presentation skills.
  • Ability to engage and partner with C-Level executives and/or other client team members.
  • Client Service oriented.
  • Proficient project planning skills, including the ability to organize, prioritize and control job responsibilities.
  • Confidentiality: Must be able to safeguard sensitive information.
  • Proven track record of reaching and exceeding sales goals.


EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.