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Client Success Manager
Location
United States
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Client Success Manager
Escalon Services, Inc.
• Serve as a point of contact and escalation for an assigned portfolio of clients. • Build trusted relationships with executives, founders, and finance leaders. • Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives. • Develop a deep understanding of each client's business objectives and evolving needs. • Ensure clients understand the full value of the firm's services. • Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience. • Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report). • Identify potential churn risks and develop retention strategies. • Lead renewal conversations and support contract reviews. • Advocate for the client while balancing operational and business objectives. • Foster long-term partnerships that increase client loyalty. • Provide guidance on best practices related to outsourced back-office operations. • Identify opportunities to improve client processes and operational efficiency. • Recommend additional services that align with client goals. • Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.
Job Requirements
- Bachelor's degree in Business, Finance, Human Resources, Accounting, or a related field.
- 5+ years of experience in Client Success, Account Management, Customer Success, or Professional Services.
- Experience supporting Accounting, HR, Payroll, Tax, or outsourced business services preferred.
- Strong project management and organizational skills.
- Excellent written and verbal communication skills.
- Ability to build relationships with executive-level stakeholders.
- Experience working within a cross-functional service organization.
- CRM experience (Salesforce, HubSpot, etc.) preferred.
Benefits
- Medical, Dental and Vision options
- Life and Disability
- STD/LTD
- 10 Paid holidays each year
- Flexible PTO
- 401K Retirement Plan
- Incentive compensation
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