Client Success Manager

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Escalon Services, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2006

💸 Finance

👥 HR Tech

💰 Private Equity Round on 2022-10

Finance • HR Tech • Insurance

Escalon Services, LLC is a comprehensive business services provider offering a full spectrum of essential back-office operations such as accounting, bookkeeping, taxes, insurance, payroll, benefits, and recruiting. Serving over 5,000 clients, Escalon aims to be an integral part of growing businesses by taking care of their essential business services, thus allowing them to focus on growth and development. Escalon excels in optimizing financial operations, enhancing human resources functions, and managing business risks with their experienced team, tailored solutions, and strategic partnerships that foster trust and business efficiency. Escalon is recommended highly by its clients for its responsiveness, expertise, and ability to help businesses scale effectively.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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