Initiate and support the renewal process, including providing pricing and answering questions about potential changes to current customer packages.
Provide information and support for customers requesting additional services or products, in addition to managed accounting services available through Baker Tilly.
Build quotes, statements of work, and manage pricing for existing customers.
Regular Customer Outreach including ongoing follow up, feedback requests, meetings, go-live celebrations, and additional duties as assigned.
Schedule consulting calls and meetings for follow up after services are performed, including project completion reviews.
Support sales and marketing in occasional outbound sales campaigns or requests for reviews/references.
Identify customers to engage in and conduct case-studies and reviews.
Support third party relationships with external software manufacturers in conjunction with client and internal customer relations.
Serve as point of contact for billing and credit inquiries, errors, and requests then delegate to the appropriate internal or external support.

Bachelor’s degree in accounting, business, or similar field or experience in Customer Success within a similar organization.
Knowledge of SaaS business model and metrics.
1-3 years’ experience in customer success or sales in the SaaS industry or similar experience.
Knowledge of CRM system, especially Salesforce
Experience with accounting is a plus.

Senior Associate, Client Success

Key skills