We are looking for an Account Manager who will partner with and ensure the long-term success of our customers. You will be responsible for developing long-term relationships with your portfolio of assigned clients. You will liaise between clients and cross-functional internal teams to drive the adoption, retention and successful delivery of our solutions according to client needs.ResponsibilitiesManage relationships with assigned clients with a focus on; adoption, retention, and satisfaction.Work effectively with Account Executive and coordinate involvement with other multidisciplinary personnel, including Support, Service, and Product Management, in order to meet account objectives and client expectations.Create a trusted/strategic advisor relationship with key personnel in assigned client accounts and maintain strong, long-lasting customer relationships.Partner with clients to establish goals and key performance indicators and aid the customer in achieving their goals (includes building roadmaps, sharing best practices, product reviews and health check consulting).Advocate customer needs/issues cross-departmentally.Drive the adoption and successful delivery of our solutions according to customer needs and objectives.Assist with high severity requests or issue escalations, as needed. Skills/RequirementsQualificationsPrior experience in or equivalent history of increasing customer satisfaction, adoption, and retention.Familiarity working with contacts ranging from C-level to end users .Impeccable written, verbal communication / presentation skills.Detail oriented and analytical.Strong team player but still a self-starter.Thrives in a multi-tasking environment and can adjust priorities on-the-flyRequirements4-5+ years of relevant experience.Finance, Accounting or CPA backgroundYou’re driven: No one needs to push you to excel; it’s just who you are.Eager to learn, adapt and perfect your work; you seek out help and put it to good use.Deliver top service to our customers.Credentialed (J.D., CPA, Project Management, Paralegal), preferredMust reside: New YorkAderant Expert or Thompson Reuters Elite Experience50% Travel
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