Client Success Advocate

1 day ago


Alpharetta, Georgia, United States Intelligent Audit Full time
About the Role
We are seeking a skilled Client Success Advocate to join our team at Intelligent Audit. This role will be responsible for ensuring the success and growth of our Tier 2 level accounts. The ideal candidate will have excellent problem-solving skills, analytical capabilities, and strong communication skills.

The salary for this position is estimated to be around $80,000 per year, based on industry standards and location considerations.

Responsibilities:
• Continuously assess customer satisfaction for Tier 2 level accounts
• Maintain an updated issues list that is communicated and managed on a regular interval
• Coordinate project issue resolution across different functional teams
• Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams
• Provide operational insights to customers regarding savings and cost savings opportunities
• Lead customer yearly business review
• Troubleshoot GL coding exceptions, payments, reporting
• Assist with reporting requests/questions
• Monitor, create KPIs around customer health
• Review Weekly Customer Health Report per Customer
• Provide direct support for renewal activities associated with their accounts
• Use Proprietary FA&P software to extract and enrich freight pay reports upon ad-hoc or scheduled requests from Clients

Requirements:
• Bachelor's degree or similar experience
• Minimum 3+ years of relatable experience (Audit, Finance Accounting, Logistics, transportation)
• Freight, Pay & Audit experience preferable
• Technical aptitude and advanced skill with Microsoft Office
  • Solid Excel skills needed, with an analytical approach to problem solving and leverage proficiency with Microsoft Excel (to include V Look-ups, Pivot Tables and conditional formatting.


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