Apply on Employer Site

Baker Tilly · 6 days ago

Associate, Client Success

USA TN Nashville

Full-time

Hybrid

Entry Level

1+ years exp

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Associate, Client Success Manager will be responsible for overall client satisfaction and coordination of services, acting as the main point of contact for operational matters.

AccountingConsulting

H1B Sponsor Likely

Responsibilities

You will enjoy this role if:

You have a strong passion and desire to understand client challenges and position key Advantage and firm services to meet the clients’ current challenges

You enjoy building strong relationships with clients and getting to know them

You like to serve as a business advisor and trusted sounding board for clients

You are motivated to help your client proactively identify their needs and propose solutions to help grow their business

You enjoy building internal relationships that will help a clients’ business thrive. By partnering with internal colleagues in Client Accounting Services, Vantagen, Digital, Private Wealth, Tax, and/or others you will help coordinate timely delivery of solutions across service lines

You will have an opportunity to:

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

Client SuccessAccount ManagementSalesforceClient Relationship BuildingProblem Resolution

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 preferred

Company

Baker Tilly

Glassdoor3.8

At Baker Tilly, we care about you and the impact you make. That’s why we’re fully committed to your journey, wherever your ambitions take you.

Founded in 1987

London, England, GBR

10001+ employees

https://www.bakertilly.global/

H1B Sponsorship

Baker Tilly 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)