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Lead Client Success Strategist
3 months ago
Senior Client Success Strategist, Integration Appliance, Inc.
Integration Appliance, Inc. is a leading provider of enterprise software solutions tailored for professional services, private equity, investment banking, and real estate sectors. Our clientele encompasses over 800 premier legal, accounting, and consulting firms, alongside more than 1500 private equity market clients. Since our inception, we have established a global presence with offices across multiple continents and a workforce exceeding 1500 professionals.
The Senior Client Success Strategist (CSS) will collaborate closely with team members, the Integration Appliance Business Unit, and our sales division to engage with stakeholders at our Accounting & Consulting clients, assisting them in achieving their business objectives through our solutions. In this capacity, you will serve as a trusted advisor to our existing client base, facilitating their effective utilization of our offerings. The CSS comprehends clients' business aspirations, keeps them informed about the solution roadmap, and provides best practice recommendations.
To excel in this role, the Senior Client Success Strategist will possess domain expertise, particularly in the application of enterprise technologies within a professional services context, such as deal management software and CRM systems. Familiarity with the operational workflows of Accounting & Consulting firms will enable the CSS to engage with and influence business stakeholders, review client scenarios, offer insightful advice, collaborate effectively, and assist in identifying specific corrective actions when challenges arise.
The Senior Client Success Strategist primarily interacts with their designated clients remotely, although occasional on-site visits and participation in user group meetings may be necessary.
Key Responsibilities:
- Establish a trusted and strategic advisory relationship with assigned clients to enhance adoption, ensure retention, and foster client satisfaction.
- Consult with clients post-implementation to guarantee they are leveraging available features in the solution and that these features are tailored to the client's organizational structure and requirements.
- Assist clients with inquiries related to training, platform configuration, workflows, and new processes.
- Conduct regular meetings with clients to evaluate system usage, effective solution adoption, and client business needs, coordinating with relevant internal resources to ensure timely resolution of identified issues.
- Promote effective solution adoption through the application of change management methodologies and by providing clear communication regarding new features in ongoing product releases.
- Collaborate with Practice Group Leads (PGLs) to provide insights on market trends and facilitate introductions to other organizational resources and specialists as appropriate.
- Thoroughly understand and articulate the benefits of our solutions to all levels within a client organization, including business line managers and C-level executives.
- Lead and/or support user community events for Accounting & Consulting and actively contribute to our online client communities for professionals in these sectors.
- Serve as a visible representative in the marketplace, showcasing our industry expertise and thought leadership at conferences and similar events.
- Take responsibility for interpreting client usage data to develop benchmarks, predictive KPIs, and recommend modifications to system usage as necessary.
- Manage product enhancement requests from clients, overseeing the review process with the Product organization and coordinating responses to clients.
- Bachelor's Degree or equivalent professional experience.
- Significant experience in the professional services sector; knowledge of accounting and/or consulting industries is highly preferred.
- Experience in account management and/or program management; experience with professional services clients is advantageous.
- Hands-on experience with CRM and/or deal management software; familiarity with our solutions is a distinct advantage.
- Strong client service orientation.
- Excellent analytical skills with the ability to gather and assess input from various sources.
- Strong time management abilities; capacity to prioritize effectively.
- Exceptional verbal and written communication skills, including the ability to listen attentively, influence, and network with a diverse range of internal colleagues and external clients.
- Resourceful problem-solver driven by results.
- Self-motivated, dependable, collaborative, and a team player.
- Willingness to travel up to 20% of the year.
At Integration Appliance, Inc., we foster a culture of accountability, responsibility, and growth. We support one another in a positive, open environment that encourages creativity, approachability, and teamwork. We are dedicated to creating a modern work atmosphere that is both connected and flexible, promoting professional success alongside work-life balance. In return for your dedication, commitment, and collaborative spirit, we provide:
- Competitive base salary along with variable compensation and equity.
- Generous paid parental leave, including provisions for adoptive leave.
- Comprehensive benefits package, including:
- Generous Paid Time Off.
- Tuition reimbursement program.
- Family Formation benefits.
- Wellness programs and benefits.
- Paid volunteer time off and donation matching for causes you care about.
- Opportunities for personal and professional growth supported by a community of talented professionals.
- An open, collaborative environment where your background and contributions are valued.
- Experience at a growing public company where you can make a significant impact and achieve your goals.
- Open office spaces and kitchens stocked with beverages and snacks.