Client Success Associate: Onboarding & Adoption

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

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.