Customer Success Manager, Associate

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. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Responsibilities:

• Initiate and support of the renewal process, including providing pricing and answering questions about potential changes to current customer packages.
• Provide information and support for customers requesting additional services or products, in addition to managed accounting services available through Baker Tilly.
• Build quotes, statements of work, and mange pricing for existing customers.
• Regular Customer Outreach including ongoing follow up, feedback requests, meetings, go-live celebrations, and additional duties as assigned.
• Schedule consulting calls and meetings for follow up after services are performed, including project completion reviews.
• Support sales and marketing in occasional outbound sales campaigns or requests for reviews/references.
• Identify customers to engage in and conduct case-studies and reviews.
• Support third party relationships with external software manufacturers in conjunction with client and internal customer relations.
• Serve as point of contact for billing and credit inquires, errors, and requests then delegate to the appropriate internal or external support.

Job Requirements:

• Bachelor’s degree in accounting, business, or similar field or experience in Customer Success within a similar organization.
• Knowledge of SaaS business model and metrics.
• 1-3 years’ experience in customer success or sales in the SaaS industry or similar experience.
• Knowledge of CRM system, especially Salesforce
• Experience with accounting is a plus.

The compensation range for this role is $50,780 to $110,030. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.