Baker Tilly US · 1 day ago
Associate, Client Success
Frisco, TX
Full-time
Hybrid
Entry Level
1+ years expBaker Tilly is a leading advisory, tax and assurance firm, and they are seeking an Associate, Client Success Manager. This role involves ensuring client satisfaction, coordinating services, and acting as the main point of contact for operational matters while building strong relationships with clients and internal teams.
Accounting
Responsibilities
Build and maintain strong relationships with clients that include ensuring an efficient onboarding process, ongoing training, escalated issue management, continued evaluation of Baker Tilly success thru managing current services and future offerings (70% - proactive client relation building)
Communicate client needs or concerns to the appropriate Baker Tilly person and ensure timely resolution
Closely partner with internal colleagues to share clients’ business needs and identify potential new opportunity to expand the clients’ portfolio of Baker Tilly solutions/products
Support marketing and sales teams with information and/or share information with clients
Utilize data and metrics to facilitate an client business review
Help shape the strategy and direction of the client relationship through research and analysis (e.g., revenue, market and competitive trends, and customer insights)
Qualification
Required
Bachelor's degree in a related field or equivalent years' experience in Client Success within a similar organization, required
1-3 years of experience in Client Success or Account Management
Proven success in growing and maintaining client accounts
Demonstrated ability to manage difficult conversations and help provide resolutions
Preferred
Knowledge of Salesforce
Company
Baker Tilly US
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S.
10001+ employees
H1B Sponsorship
Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)
Funding
Current Stage
Late StageLeadership Team
Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
Caleb Tollefson
CFO Advisory Manager
Company data provided by crunchbase