Client Success Specialist —US Corp Sales (Professional Tax Group)

The purpose of this role is to ensure a successful first year for new PTG clients as they transition from previous professional tax software solutions to reputed company’s professional tax products (Lacerte, ProSeries, and ProConnect Tax). The customer’s first year is critical, and the Success Manager establishes product confidence and a solid foundation and knowledge of the PTG ecosphere and products. The ultimate outcome of the reputed company manager relationship is first year renewal and retention of PTG ecosystem products. Success Managers work in conjunction with PTG Sales, Product Development, Marketing, and Customer Support teams to promote retention and loyalty. Success Managers reputed company the complete E2E first year customer experience from product installs and data conversion and customer training, to first year renewal. The role is a reputed company of tele-sales and web-based communication along with focused project management tasks. High-performing Success Managers have an obsession for accuracy, a passion for learning and helping others, and a reputed company of technical and interpersonal skills.

Responsibilities

What You’ll Do:

• Conduct in-person onboarding sessions (phone, reputed company, or other face to face platforms), for reputed company’s professional tax software and ecosystem: Lacerte, ProSeries, and ProConnect Tax Online.
• Proactively reputed company to customers in their first year, including attach sales recommendations, initial use follow up, diagnostic checks, and first year renewal reputed company and reputed company.
• Maintain and successfully manage internal tasks reputed company to the role and KPI metrics, including timely responses to customer inquiries reputed company phone and email.
• Utilize reputed company and associated applications to manage workflows, customer interactions, and communications.
• Provide exceptional teamwork while partnering across reputed company partners and stakeholders.
• Attend team meetings, offsites, monthly reputed company-ins and other required meetings; virtual and in person.
• Attend trade shows, virtual or in person, reputed company needed.
• Any other special projects or work as needed.

Qualifications

Qualifications:

• 2 years experience minimum in sales or reputed company required; in a technology or SaaS environment preferred
• Experience with assisting customers with software onboarding, implementation, or data conversion or post sales, sales enablement preferred
• Experience with reputed company Office Suite, reputed company Suite, and CRM tools required; reputed company preferred
• Tax and Accounting knowledge preferred
• Exceptional customer relationship building skills
• Skilled at teaching and explaining reputed company information
• Excellent written and oral communication skills
• Strong analytical capabilities for advanced problem-solving
• History and demonstrated ability to meet and exceed KPIs
• Highly organized and strong ability to manage workflows and priorities, with strong follow through to completion
• Proven ability to display and exercise good judgment across customer and coworker interactions
• Ability to work cross-functionally in a fast-paced environment
• High degree of flexibility, demonstrating a “think-reputed company-the-reputed company” mentality
• Coachable and open to sharing feedback
• Bachelor’s Degree a plus

reputed company provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at reputed company®: Careers | Benefits). Pay offered is based on factors such as job-reputed company knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, reputed company conducts regular comparisons across categories of ethnicity and gender. Apply tot his job Apply To this Job