Sensiba LLP ยท 18 hours ago
Customer Success Manager
United States
Full-time
Remote
Entry, Mid Level
$80K/yr - $100K/yr
2+ years exp
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Responsibilities
Perform and meticulously track new client onboarding, including scheduling and overseeing project kickoffs.
Respond to client inquiries and manage closeout calls, ensuring a seamless transition to the next engagement.
Send timely renewal reminders and draft statements of work, tracking their lifecycle and following up with customers for unsigned documents.
Conduct end-of-project closeout calls, soliciting feedback, documenting details, and maintaining follow-up relationships through to the next engagement.
Receive and respond to customer inquiries or issues, proactively following up on deliverables for and from our customers.
Follow up on billing invoices to ensure customers receive timely deliverables.
Proactively solicit and follow up on testimonials, reviews, and referrals.
Identify and position additional firm service offerings aligning with client initiatives.
Work closely with administrative and audit staff in our project management solution (Monday.com) to oversee project status throughout its lifecycle.
Manage recurring project timelines and customer contact for re-engagement (renewals).
Update and maintain Salesforce.com and Monday.com for accurate and up-to-date information.
Provide timely account and project status reports to internal management and customers.
Communicate effectively with customers via email, phone, and web-based conferences.
Develop and maintain close relationships with CSM peers on our related Partner teams, ensuring seamless service for shared customers.
Qualification
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Required
Minimum two years of customer success experience with a focus on continuous improvement
Enthusiastic team player with strong communication skills, adept at multitasking and daily reprioritization
Proven organizational and risk assessment abilities in a customer-facing environment
Experience driving initiatives for improved customer satisfaction
Background in risk assurance or professional services is advantageous
Adaptable to a fast-paced work environment, showcasing solid problem-solving skills
Self-confident, self-motivated, and proficient in common office software tools
Comprehensive understanding of delivering exceptional client service in a recurring revenue business model
Preferred
Experience in Accounting Services, Tax, Audit, GRC, Consulting or related fields
Familiarity with tools such as Monday.com, Box, CongaSign, and Salesforce
Benefits
Flexible work options
Attractive benefits
Generous benefits
Competitive compensation
Professional advancement opportunities
Annual discretionary bonus
Company
Sensiba LLP
Accounting & Business Consulting
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dee Bowers
Chief Revenue Officer
E
Ernie Rossi III
Audit Partner
Recent News
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