3+ years in Audit, Finance Accounting, Logistics, or Transportation
Experience in Freight, Pay & Audit preferred
Strong analytical skills with advanced proficiency in Microsoft Excel
Excellent communication skills, both verbal and written
Ability to work effectively in a fast-paced, remote team environment
Demonstrated success in a collaborative and adaptable work culture
Responsibilities
Assess customer satisfaction for tiered accounts
Maintain and communicate an updated issues list
Coordinate project issue resolution across teams
Summarize and advocate for product feedback from customers
Provide operational insights on savings opportunities
Lead yearly business reviews with customers
Troubleshoot GL coding exceptions and reporting issues
Monitor and create KPIs around customer health
Benefits
Hybrid work model with in-office requirements three times a week
Opportunity to work with tiered level accounts
Engagement in customer advocacy and product development
Access to proprietary software for enhanced reporting
Collaborative and dynamic work environment
Full Job Description
Job Title:Client Success Manager
Reports to: Director Of Client Success
We are looking for a Client Success Manager responsible for customers success/growth with Intelligent Audit for tiered level accounts.
What You Will Do:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual with this position in our company will be expected, on a regular basis, to:
Continuously assess customer's satisfaction for tiered level accounts
Maintain updated issues list that is communicated and managed on a regular interval (TBD by IA and Customer)
Coordinate project issue resolution across different functional teams
Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams
Provide operational insights to customers regarding savings and cost savings opportunities
Provide direct support for the renewal activities associates with their accounts
Use Proprietary FA&P software to extract and enrich freight pay reports upon ad-hoc or scheduled requests from Clients
What You Will Bring:
Excellent verbal, interpersonal and written communication skills
Team player with the ability to operate effectively in a fast-paced environment
Ability to work with all levels of internal staff, as well as outside clients and partners
Strong analytical, problem-solving, and decision-making capabilities
Strong written and verbal communication skills, emotional intelligence, critical thinking skills, and integrity and ethics
Proficiency in MS Office Applications (Word, PowerPoint, Outlook, Excel, Sharepoint)
Ability to communicate effectively with both technical and non-technical audiences
Comfort with a remote team environment
Proficiency in on-line meeting applications (Zoom, MS Teams, Others)
Strong Customer Facing experience.
Demonstrated success in a collaborative, entrepreneurial and dynamic work environment where team members are open, flexible, and adaptable to the needs of the organization
Minimum Qualifications:
Bachelor's degree or similar experience
Minimum 3+ years of relatable experience (Audit, Finance Accounting, Logistics, transportation)
Freight, Pay & Audit experience preferrable.
Technical aptitude and advanced skill with Microsoft Office
Solid Excel will need an analytical approach to problem solving and leverage proficiency with Microsoft Excel (to include V Look-ups, Pivot Tables and conditional formatting.
Monday through Friday; hybrid role, in office 3x week.
