Client Retention Associate

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners.

Requirements

• Account management of existing clients
• Proactively reach out to inactive clients to rekindle relationships and encourage their return
• Communicate our services and educate business owners and executives on the value we can bring to their organization in the form of credits and incentives as well as other services we provide
• Schedule client meetings, conference calls and follow-up appointments with great attention to detail
• Track outstanding proposals and follow-up with clients until proposal is signed
• Maintain client relationship management (CRM) database

Benefits

• 100% employer paid medical/dental premiums for single coverage
• 401(k) matching
• PTO
• Company provided life insurance and disability
• Onsite gym and group fitness classes
• Paid covered parking
• Daily allowance for onsite café and Starbucks