Client Success Senior

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking a Sage Intacct Client Success - Senior to join our growing Digital team.

How you'll create opportunities in this Sage Intacct Client Success - Senior role:

* Strategic thinker and problem solver for the business software team that can clearly articulate complex topics. Coordinates and/or resolves business software problems directly with clients or as an expert resource for the business software team. Oversees technical aspects of development and implementation of business software solutions for clients.

* Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions. Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects. Proactively seeks opportunities to build relationships through marketing or other networking efforts. They leverage existing relationships to promote new services to current clients, generates client referrals, and builds new relationships.

* Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities. Develops improvement programs to enhance business software consulting capabilities and grow existing services.

Requirements

What you will need:

* Accounting, Business, Communications, Public Relations or Marketing degree preferred.

* Experience leading teams, and managing clients is required.

* 3+ years of project management experience

* High computer literacy and ability to learn new software.

Our Perks:

* Flexible PTO (designed to offer flexible time away for you!)

* Up to 12 weeks paid parental leave

* Paid Volunteer Time Off

* Mental health coverage

* Quarterly Wellness stipend

* Fertility benefits

* Complete list of benefits here

#LI-RC

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.