Client Success Manager

ADP; Rochelle Park (NJ); Hybrid; USD 60,000 - 79,000; Full time

Job summary

Intelligent Audit is a fast growing freight audit & business analytics technology company helping our customers become smarter shippers - shipping to their customers faster, cheaper, and with fewer delivery exceptions. We are looking for a Client Success Manager responsible for customers success/growth with Intelligent Audit for tiered level accounts.

The role involves assessing customer satisfaction, coordinating issue resolution, and providing insights on cost savings while leading yearly

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 3+ years of relatable experience (Audit, Finance, Logistics, transportation).
• Freight, Pay & Audit experience preferable.
• Solid Excel skills (VLOOKUP, Pivot Tables, conditional formatting).

Responsibilities

• Continuously assess customer satisfaction for tiered level accounts.
• Maintain updated issues list communicated and managed regularly.
• Coordinate project issue resolution across different functional teams.
• Summarize product feedback from customer meetings and advocate for customers with internal teams.
• Provide operational insights regarding savings and cost savings opportunities.
• Lead customer yearly business reviews.
• Troubleshooting - GL coding exceptions, payments, reporting.
• Assist with reporting requests/questions.
• Monitor KPIs around customer health.
• Review Weekly Customer Health Report per Customer.
• Provide direct support for renewal activities.
• Use proprietary FA&P software to extract and enrich freight pay reports on ad-hoc or scheduled requests.

Skills

Verbal communication

Interpersonal skills

Written communication

Team player

Cross-functional

Analytical skills

Problem solving

Decision making

Remote teamwork

MS Office

Education

Bachelor’s degree or similar experience

Tools

MS Office

Job description

Salary Range: $60,000.00 To $79,000.00 Annually

Job Title:

Client Success Manager

Reports to:

Director Of Client Success

Intelligent Audit is a fast growing freight audit & business analytics technology company helping our customers become smarter shippers - shipping to their customers faster, cheaper, and with less delivery exceptions. We use big data to help our customers remove inefficiencies in their global transportation spend. We are looking for a Client Success Manager responsible for customers success/growth with Intelligent Audit for tiered level accounts.

What You Will Do:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual with this position in our company will be expected, on a regular basis, to:

• Continuously assess customer's satisfaction for tiered level accounts
• Maintain updated issues list that is communicated and managed on a regular interval (TBD by IA and Customer)
• Coordinate project issue resolution across different functional teams
• Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams
• Provide operational insights to customers regarding savings and cost savings opportunities
• Leads customer yearly business review
• Troubleshooting - GL coding exceptions, payments, reporting
• Assist with reporting requests/questions
• Monitoring, creating KPIs around customer health
• Review Weekly Customer Health Report per Customer
• Provide direct support for the renewal activities associates with their accounts
• Use Proprietary FA&P software to extract and enrich freight pay reports upon ad-hoc or scheduled requests from Clients

What You Will Bring:

• Excellent verbal, interpersonal and written communication skills
• Team player with the ability to operate effectively in a fast-paced environment
• Ability to work with all levels of internal staff, as well as outside clients and partners
• Strong analytical, problem-solving, and decision-making capabilities
• Strong written and verbal communication skills, emotional intelligence, critical thinking skills, and integrity and ethics
• Proficiency in MS Office Applications(Word, PowerPoint, Outlook, Excel, Sharepoint)
• Ability to communicate effectively with both technical and non-technical audiences
• Comfort with a remote team environment
• Proficiency in on-line meeting applications (Zoom, MS Teams, Others)
• Strong Customer Facing experience.
• Demonstrated success in a collaborative, entrepreneurial and dynamic work environment where team members are open, flexible, and adaptable to the needs of the organization

Minimum Qualifications:

• Bachelor’s degree or similar experience
• Minimum3+ years of relatable experience (Audit, Finance Accounting, Logistics, transportation)
• Freight, Pay & Audit experience preferrable.
• Technical aptitude and advanced skill with Microsoft Office
  • Solid Excel will need an analytical approach to problem solving and leverage proficiency with Microsoft Excel (to include V Look-ups, Pivot Tables and conditional formatting.

Job Title:

Client Success Manager

Reports to:

Director Of Client Success

Intelligent Audit is a fast growing freight audit & business analytics technology company helping our customers become smarter shippers - shipping to their customers faster, cheaper, and with less delivery exceptions. We use big data to help our customers remove inefficiencies in their global transportation spend. We are looking for a Client Success Manager responsible for customers success/growth with Intelligent Audit for tiered level accounts.

What You Will Do:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual with this position in our company will be expected, on a regular basis, to:

• Continuously assess customer's satisfaction for tiered level accounts
• Maintain updated issues list that is communicated and managed on a regular interval (TBD by IA and Customer)
• Coordinate project issue resolution across different functional teams
• Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams
• Provide operational insights to customers regarding savings and cost savings opportunities
• Leads customer yearly business review
• Troubleshooting - GL coding exceptions, payments, reporting
• Assist with reporting requests/questions
• Monitoring, creating KPIs around customer health
• Review Weekly Customer Health Report per Customer
• Provide direct support for the renewal activities associates with their accounts
• Use Proprietary FA&P software to extract and enrich freight pay reports upon ad-hoc or scheduled requests from Clients

What You Will Bring:

• Excellent verbal, interpersonal and written communication skills
• Team player with the ability to operate effectively in a fast-paced environment
• Ability to work with all levels of internal staff, as well as outside clients and partners
• Strong analytical, problem-solving, and decision-making capabilities
• Strong written and verbal communication skills, emotional intelligence, critical thinking skills, and integrity and ethics
• Proficiency in MS Office Applications(Word, PowerPoint, Outlook, Excel, Sharepoint)
• Ability to communicate effectively with both technical and non-technical audiences
• Comfort with a remote team environment
• Proficiency in on-line meeting applications (Zoom, MS Teams, Others)
• Strong Customer Facing experience.
• Demonstrated success in a collaborative, entrepreneurial and dynamic work environment where team members are open, flexible, and adaptable to the needs of the organization

Minimum Qualifications:

• Bachelor’s degree or similar experience
• Minimum3+ years of relatable experience (Audit, Finance Accounting, Logistics, transportation)
• Freight, Pay & Audit experience preferrable.
• Technical aptitude and advanced skill with Microsoft Office
  • Solid Excel will need an analytical approach to problem solving and leverage proficiency with Microsoft Excel (to include V Look-ups, Pivot Tables and conditional formatting.

Monday through Friday; hybrid role, in office 3x week.