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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 an Acumatica Client Success - Senior to join our growing Digital Team.
How you'll create opportunities in this Acumatica Client Success - Senior role:
You will play a vital role in optimizing the client experience lifecycle, and ensuring clients are maximizing the value of their Acumatica solution. You will facilitate the development of client relationships in order to promote loyalty, retention, and drive up the Net Promoter Score (NPS) and ensure favorable responses on Customer Satisfaction Surveys (CSATs).
- Assist with the sales to services transition and overall client onboarding deliverables.
- Work alongside the project implementation teams to drive product adoption.
- Help moderate and assist with any client escalations that may arise.
- Facilitate client seamless transition to post implementation.
- Coordinate with scoping and service teams for post implementation activities.
- Identify referenceable clients and possible case studies.
- Assist with client transfer management.
- Help promote and identify other seamless CLA services to clients.
- Other responsibilities will include assisting with client subscription and support renewals, existing client marketing activities, and post implementation billing management.
- Accounting, Business, Communications, Public Relations or Marketing degree preferred.
- Experience leading teams and managing clients is required.
- 3+ years of ERP software account management experience (preferably Acumatica).
- Demonstrate leadership qualities.
- Highly organized and able to multi-task.
- Self-driven and proactive nature.
- Excellent communication and interpersonal skills.
- Strong written and verbal communication skills required.
- High computer literacy and ability to learn new software.
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Equal Opportunity Employer/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.
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
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- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
