Client Success Associate

CliftonLarsonAllen Wealth Advisors, LLC; Austin (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Austin, TX seeks a Client Success Associate to optimize the client experience lifecycle and promote digital software adoption. You will collaborate with implementation teams to drive product adoption, assist with client transitions, and address escalations to maintain high satisfaction.

Requirements include a Bachelor's degree and proficiency with Microsoft Outlook and Office products.

Qualifications

• Bachelor's degree required.
• Degree in Accounting, Business, Communications, Public Relations, or Marketing preferred.

Responsibilities

• Assist with the sales-to-services transition and onboarding deliverables.
• Collaborate with project implementation teams to drive software product adoption.
• Moderate and resolve client escalations.
• Facilitate seamless transition to post-implementation.
• Coordinate with scoping and service teams for post-implementation activities.
• Identify referenceable clients and potential case studies.
• Assist with client transfer management.
• Promote CLA services to clients.
• Support client subscriptions, renewals, and post-implementation billing management.

Skills

Outlook

Microsoft Office

Education

Bachelor's degree

Accounting

Business

Communications

Public Relations

Marketing

Job description

## Client Success AssociateApplylocations: Austin, TXtime type: Full timeposted on: Posted Todayjob requisition id: R17662CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is seeking a **Client Success Associate.**This role assists with the optimization of the client experience lifecycle . They help facilitate the development of digital software client relationships in order to promote loyalty, retention, and drive up the Net Promoter Score (NPS).Essential Job FunctionsThe below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.**Essential Job Functions**•Assist with the sales-to-services transition and overall client onboarding deliverables.•Work alongside the project implementation teams to drive software product adoption.•Help moderate and resolve with any client escalations that may arise.•Facilitate client seamless transition to post implementation. •Coordinate with scoping and service teams for post implementation activities.•Identify referenceable clients and possible case studies.•Assist with client transfer management.•Help promote and identify other seamless CLA services to clients.•May assist with client subscription and support renewals, existing client marketing activities, and post implementation billing management.Requirements**Experience*** ## relevant experience required.* ## Experience with software account management, leading teams, and managing clients preferred.**Education**Bachelor's degree required (Combination of related experience, education, and training may be accepted in lieu of degree).* Degree in Accounting, Business, Communications, Public Relations, or Marketing preferred.**Technical Competencies**Proficiency in Microsoft Outlook and Office products (Word, Excel, Teams, PowerPoint, etc.)**Travel Requirements**This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.#LI-RC1