Client Account Manager

Job Overview

JOB DETAILS

REQUIREMENTS

• Education: High school diploma required; a 2-year or 4-year degree is preferred.

• Minimum of 2 years of account management, customer service operations or related experience or equivalent combination of education and experience.

• Skills: Strong independent problem-solving skills, a sense of urgency, and the ability to escalate concerns appropriately. Identify opportunities to improve client satisfaction.

• Project Management experience preferred along with strength in time management and organizational skills.

• Travel: Willingness to travel up to 15% to client offices.

• Professional Development: Participate in career development by taking classes through our internal Learning & Development portal.

• Salesforce or other CRM highly desired.

RESPONSIBILITIES

• Client Liaison: Serve as the single point of contact for assigned clients, handling escalated issues and day-to-day client administration. Respond swiftly and effectively to client concerns until a resolution is communicated.

• Client Onboarding: Perform all necessary steps to set up new clients on Cotality systems, ensuring a smooth transition. Conduct client training during onboarding and throughout the relationship.

• Customized Service: Understand clients’ internal operations to provide tailored services that align with their processes. Recommend new and existing services to enhance client alignment with Cotality functions.

• Regular Engagement: Establish a regular meeting schedule with each client (quarterly, monthly, etc.). Participate in all client meetings and vendor management audits, and maintain detailed notes in our tracking tool.

• Cross-Department Collaboration: Partner with the Onboarding team, accounting, sales, and product teams on various initiatives. Actively participate in client demos and serve as a subject matter expert for tax business and technical projects.

• Staff Augmentation Support: Support all staff augmentation functions and act as a liaison, regularly meeting with staff augmentation leadership and clients.

• Voice of the Customer: Integrate the Voice of the Customer (VOC) into Cotality’s culture by participating in internal projects and brainstorming sessions.

• Continuous Improvement: Collaborate with peers, other departments, and clients to improve processes and share best practices. Seek opportunities to gain more knowledge about our clients and Cotality’s products.

• Expertise Development : Demonstrate expertise in Cotality’s tax service organization. Partner with national reps to gain additional knowledge about products and services offered to clients.

• Client Understanding: Understand your clients’ needs and expectations, and assist them with strategic ideas and opportunities that Cotality can provide.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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