Client Success Associate

CliftonLarsonAllen LLP; Austin (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health benefits (medical, dental, and/

401(k) plan

Wellness programs

Job summary

CliftonLarsonAllen LLP is seeking a Client Success Associate to optimize the client experience lifecycle. You will help develop software client relationships to promote loyalty, retention, and higher NPS scores within a dynamic professional services environment.

Responsibilities include onboarding, coordinating with implementation teams to drive adoption, handling client escalations, and supporting renewals and post-implementation activities. Frequent local travel to client sites is required.

Qualifications

• Experience with software account management and leading teams is preferred.
• Bachelor's degree required; related experience and training may be acceptable in lieu of degree.
• Strong communication and relationship-building skills needed.

Responsibilities

• Assist with sales-to-services transition and client onboarding deliverables.
• Collaborate with project implementation teams to drive software product adoption.
• Address client escalations and facilitate post-implementation transitions.
• Coordinate post-implementation activities with scoping and service teams.
• Identify referenceable clients and potential case studies; assist with client transfer management.
• Support renewal processes and post-implementation billing activities.

Skills

Software account management

Client relationship management

Project coordination

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Job description

CLA 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 Functions

The 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.

• 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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles - it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

CLA is an equal opportunity employer.