About the RoleAs a Client Specialist, you will be responsible for managing and supporting our Core Accounts within theTax & Accounting, Audit sector. Your primary role will be to ensure client satisfaction, drive retention, and identify opportunities for small-scale growth through user add-ons and ancillary products. This role requires efficient handling of a large client base, primarily through campaign-based initiatives and responsive customer support. This is an entry level role.Key Responsibilities:Manage a large portfolio of Core Accounts, focusing on customer satisfaction and retention.Respond promptly and effectively to customer inquiries and support requests.Participate in and execute targeted campaign initiatives to engage with the Core Account base.Identify and pursue opportunities for small upsells, such as user add-ons and ancillary products.Monitor product usage and customer engagement levels within the assigned account base.Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.Maintain accurate and up-to-date records of client interactions and account status in the CRM system.Contribute to the development and implementation of retention strategies for Core Accounts.Stay informed about product updates and basic audit workflow processes to provide accurate information to clients.Identify potential accounts that may be candidates for growth into higher spending tiers.
About the RoleAs a Client Specialist, you will be responsible for managing and supporting our Core Accounts within theTax & Accounting, Audit sector. Your primary role will be to ensure client satisfaction, drive retention, and identify opportunities for small-scale growth through user add-ons and ancillary products. This role requires efficient handling of a large client base, primarily through campaign-based initiatives and responsive customer support. This is an entry level role.Key Responsibilities:
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