Sr. Associate, Client Success

Summary: Baker Tilly is a leading advisory, tax and assurance firm providing clients with a global advantage. The Sr. Associate, Client Success will be responsible for aiding adoption of ERP software, processing renewals, and supporting customer requests while ensuring high levels of customer satisfaction. Responsibilities: - 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 Required Qualifications: - 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 Preferred Qualifications: - Experience with accounting is a plus Required Skills: SaaS business model, Salesforce, Accounting Benefits: Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.