Client Success Professional

3 weeks ago


Alpharetta, Georgia, United States Intelligent Audit Full time

About the Role:

We are seeking a highly skilled Client Success Professional to join our team at Intelligent Audit. This is an excellent opportunity for individuals with a passion for customer satisfaction and problem-solving.

About the Job:

The successful candidate will be responsible for assessing customer satisfaction for Tier 2 level accounts, maintaining issues lists, communicating with customers, coordinating project issue resolution across teams, summarizing product feedback, advocating for customers, providing operational insights, leading customer yearly business reviews, troubleshooting GL coding exceptions and payments, assisting with reporting requests, monitoring customer health, creating KPIs, and supporting renewal activities.

Key Responsibilities:

  • Customer Satisfaction: Assess customer satisfaction for Tier 2 level accounts to ensure they meet their expectations.
  • Issue Management: Maintain accurate and up-to-date issues lists to communicate effectively with customers.
  • Communication: Develop strong relationships with customers through regular communication and collaboration.
  • Project Coordination: Coordinate project issue resolution across teams to deliver timely solutions.
  • Product Feedback: Summarize product feedback and advocate for customers to drive improvements.
  • Operational Insights: Provide actionable insights to customers on how to optimize their operations.
  • Business Reviews: Lead yearly business reviews to discuss customer performance and goals.
  • Troubleshooting: Troubleshoot GL coding exceptions and payments to resolve customer issues efficiently.
  • Reporting: Assist with reporting requests to provide customers with valuable data.
  • Customer Health: Monitor customer health and create KPIs to measure performance.
  • Renewal Support: Support renewal activities and utilize proprietary software to streamline processes.

Requirements:

  • Communication Skills: Excellent verbal, interpersonal, and written communication skills to interact with customers and colleagues.
  • Team Player: Ability to work collaboratively in a fast-paced environment.
  • Analytical Skills: Strong analytical, problem-solving, and decision-making capabilities to drive results.
  • Technical Skills: Proficiency in MS Office Applications and online meeting tools to stay organized.
  • Customer Experience: Previous customer-facing experience and success in a collaborative work environment.
  • Education: Bachelor's degree or similar experience required.
  • Experience: Minimum 3+ years of relevant experience in a similar role.

Estimated Salary: $80,000 - $110,000 per annum based on location and experience.



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