Client Success Manager

🕒 Julho 14

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Escalon Services, Inc.

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2006

💸 Finanças

👥 RH Tech

🛡️ Seguros

💰 Private Equity Round em 2022-10

Finance • HR Tech • Insurance

A Escalon Services, LLC é uma provedora de serviços empresariais completa, oferecendo um amplo espectro de operações essenciais de back-office, como contabilidade, escrituração, impostos, seguros, folha de pagamento, benefícios e recrutamento. Atendendo a mais de 5. 000 clientes, a Escalon busca ser parte integrante do crescimento dos negócios ao assumir seus serviços empresariais essenciais, permitindo que as empresas foquem em crescimento e desenvolvimento. A Escalon se destaca em otimizar operações financeiras, aprimorar funções de recursos humanos e gerenciar riscos empresariais, com sua equipe experiente, soluções sob medida e parcerias estratégicas que promovem confiança e eficiência operacional. A Escalon é altamente recomendada por seus clientes por sua agilidade no atendimento, expertise e capacidade de ajudar empresas a ganhar escala de forma eficaz.

Descrição

• Serve as a point of contact and escalation for an assigned portfolio of clients. • Build trusted relationships with executives, founders, and finance leaders. • Conduct regular business reviews (bi-annual) to discuss performance, priorities, risks, and upcoming initiatives. • Develop a deep understanding of each client's business objectives and evolving needs. • Ensure clients understand the full value of the firm's services. • Coordinate Accounting, HR, Payroll, Tax, Recruiting, and other internal service teams to deliver a seamless client experience. • Monitor client health through engagement metrics, feedback, and service performance (client surveys, SentimentIQ, EmploymentIQ, potential churn report). • Identify potential churn risks and develop retention strategies. • Lead renewal conversations and support contract reviews. • Advocate for the client while balancing operational and business objectives. • Foster long-term partnerships that increase client loyalty. • Provide guidance on best practices related to outsourced back-office operations. • Identify opportunities to improve client processes and operational efficiency. • Recommend additional services that align with client goals. • Track open issues via Escalon’s Client Issue (CIL) process and drive timely resolution.

🎯 Requisitos

• Bachelor's degree in Business, Finance, Human Resources, Accounting, or a related field. • 5+ years of experience in Client Success, Account Management, Customer Success, or Professional Services. • Experience supporting Accounting, HR, Payroll, Tax, or outsourced business services preferred. • Strong project management and organizational skills. • Excellent written and verbal communication skills. • Ability to build relationships with executive-level stakeholders. • Experience working within a cross-functional service organization. • CRM experience (Salesforce, HubSpot, etc.) preferred.

🏖️ Benefícios

• Medical, Dental and Vision options • Life and Disability • STD/LTD • 10 Paid holidays each year • Flexible PTO • 401K Retirement Plan • Incentive compensation