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Client Success Manager

Company: Corvee
Location: Fort Lauderdale
Posted on: February 24, 2021

Job Description:

Position DescriptionOur key focus at Corvee is providing a seamless and customer-focused experience through empowered employees to solve any problem. The Client Success and Support team focuses on collaborating and continuously improving processes and tools across the organization adapting our standards to better support clients' needs.As a member of our Client Success team, you will proactively build relationships, identify and mitigate risk, and expand product adoption within a specified book of business. The right candidate will be adept at managing multiple priorities without sacrifice to proactive client delight in a fast-paced, dynamic environment.The Client Success team are creative product experts who work with our clients to drive adoption of Corvee's products and solutions. Client Success Managers (CSM) unlock strategic business value and are subject matter experts of Corvee's products and our clients' needs. Cultivating trusted relationships, where we leverage our products and industry knowledge to drive ROI and build long-term client success and satisfaction. Internally, we are the voice of the customer - advocating for their needs and championing their success.It's a powerful team that bridges business and technical challenges while maximizing customer success and value with Corvee's suite of solutions. We love addressing real world opportunities and enabling our clients to do their best work.Our clients are our most valued asset and developing a trusted relationship is paramount to our success. The Client Success Manager (CSM) will execute full client lifecycle management and will be actively involved in managing all phases, including client onboarding, quarterly business reviews, client renewals, and client health initiatives. The CSM will possess excellent accounting, communication, project management, and customer service skills. As a trusted client partner, you are laser-focused on a positive client experience above everything else.How You'll Contribute* You will evangelize Corvee's mindset to change how people work -- and we believe that requires established individuals and organizations to rapidly evolve culture, process, and technology. * Manage a portfolio of clients to drive greater business value and ensuring our customer's Corvee portfolio of accounting services is being optimally leveraged* Drive customer onboarding experience and success planning to ensure clients are deriving the most value out of Corvee products and services* You will demonstrate mastery of general accounting, including monthly reconciliations of all client accounts, tax planning, bookkeeping, CFO services and Wealth Management. * Fluent in current accounting and payroll technology and stay on top of the rapid changes in the industry.* Possess impeccable relational skills and can create win/win environments for all parties that you work with.* Apply a consultative approach and a collaborative nature.* Work with clients to ensure they are leveraging our services and technology solutions effectively and finding value in the service we provide.* An overall team player willing to jump and support wherever possible across all functional areas of the business.* Culture advocate, actively participating to ensure a great employee and team experience.* Proactively drive customer adoption and look for opportunities to increase the overall footprint* Work closely with the sales team as growth opportunities are identified* Understand and manage customer health in a proactive fashion* Improve Customer Experience & Customer Satisfaction by helping them achieve their stated business outcomes* Implement action plans and playbooks that drive key metrics for the CSM* Lead strategic, cross-functional initiatives such as customer journeys, maturity models, voice-of-customer, and product feedback* Make customer renewals a non-event by driving a results-based engagement pattern. clients should understand the value they are getting from Corvee's products and services and the CSM provides the ongoing engagement patterns to ensure they keep and grow our clients' business.* Prepares and conducts strategic internal and client video kick-off meetings - requires the flexibility to adjust working hours to accommodate various time zones.* Manages client renewals, ensuring renewals, upsell, and expansion opportunities are provided and utilized with clients.* Supports efforts to mine and develop an understanding of customer feedback and drive the closed-loop process.* Helps to maintain above-average industry average retention rates.* Manages client information preparing content, and regularly updating CRM and operational tasks* Sets expectations, develops and communicates the implementation project timeline and defines the onboarding process.* Manages project risk to ensure timely, on-budget project execution and closure of implementation and setup tasks.* Facilitates client communication during the onboarding phase and beyond. Including email communication, video conference calls with clients, and delivery of financial reports* Advocates client needs/issues cross-departmentally.What You'll Bring* 5+ years of experience in a client success, sales, technical account management or business development role. Industry experience preferred but not required* Excellent written and verbal communication skills. Be detailed oriented and analytical* Experience managing, consulting and negotiating with Enterprise customers* Technical competence and understanding of SaaS software* Experience in a fast-paced working environment and the ability to multi-task and troubleshoot under pressure* Passionate about business results and quality, with a strong sense of accountability and ownership* Resilience, positive energy and strong ability to problem solve with a passion to learnHere are the attributes we see as important to this role:* Success Mindset. Your High Performing Approach has been developed through experience with success-oriented, high-performance coaching specifically related to mindset. This job is not a therapy job to identify the "wound" of the client. That is helpful, but not indispensable, our job is all about progress, productivity, high performance, commitment, follow-through, and GRIT.* Emotional toughness. You are able to act not only for the immediate need for recognition or the proverbial "pat on the back," but for the clear inner-drive towards excellence and achievement. You are truly passionate and invested in your Clients' success, yet it is essential that your self-worth does not come from your relationship with them. There will be tough conversations. Mental toughness and not taking things personally is fundamental.* Proactivity. You act without being told what to do, you bring new ideas to the company. Often, you will have to analyze a situation or trend, identify one or multiple solutions, and recommend to your superiors your preferred course of action. You "present your case" with common sense and develop "win-win" solutions to the case at hand.* Analytical Skills. Able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Excellent listening and questioning skills, with the ability to dig deeper and find what is happening behind what is being said.* Honesty/Integrity. Does not cut corners ethically. Earns trust and maintains confidence. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.* Organization and Planning. Plans, organizes, and schedules in an efficient, productive manner. Focuses on key priorities while managing the details of multiple clients. You can juggle many balls while documenting everything thoroughly and communicating with all stakeholders clearly.Why You'll Love Us* Competitive Salary* Generous PTO Package* 10 Company Holidays* 100% Paid Medical Benefits* Company equity* Paid Maternity/Paternity Leave* Awesome Co-Workers!Who We AreCorvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms. We work with firm professionals in the specialties of tax, accounting and financial advising.Corvee provides a bundle of solutions for each specialty including tax planning and client collaboration software, firm growth and development programs and wealth management advisor partnership opportunities.Built with the help of on-staff tax and accounting experts, the all-in-one suite is designed to help firms increase revenue and improve efficiency, while providing the highest value and insight to their clients.

Keywords: Corvee, Fort Lauderdale , Client Success Manager, Executive , Fort Lauderdale, Florida

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