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Valer
Huntington Beach
Job Description Job Description Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer’s technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare settings, specialties, and payers from o
Job Source: ValerValer
Huntington Beach, CA, United States
Our mission is to speed and simplify prior authorization management, enabling our clients to deliver faster, easier healthcare to their patients. Valer's technology automates submissions, status checking, verification, reporting, and EHR synchronization across all healthcare settings, specialties, and payers from one platform and portal. All buil
Job Source: ValerPerseus Group, Constellation Software
Newport Beach, CA, United States
Role : The goal of CAKE is to solidify and grow our client base through the cooperative efforts of employees at all levels. To help us achieve this goal, we promote professional development to serve the needs of our employees and the growth we are building together. By working together, increasing efficiencies and focusing on quality and profitabi
Job Source: Perseus Group, Constellation SoftwareAmaze Software Inc.
Newport Beach, CA, United States
Amaze is the parent company to several organizations. www.amaze.co, www.spri.ng and a growing managed services business that integrates personalization technology into the largest e-commerce stores. Amaze provides creator success solutions, including a merchandising platform, advanced commerce design application, and scalable managed services to he
Job Source: Amaze Software Inc.Amaze
Newport Beach, CA, United States
Amaze is the parent company to several organizations. www.amaze.co, www.spri.ng and a growing managed services business that integrates personalization technology into the largest e-commerce stores. Amaze provides creator success solutions, including a merchandising platform, advanced commerce design application, and scalable managed services to he
Job Source: AmazeForward Air
Irvine
Company Overview: Omni Logistics is a global provider of air, ocean and ground services, including supplemental services for enterprises dependent on the efficient movement of high value freight. Omni Logistics is a wholly owned subsidiary of Forward Air, a leading asset-light provider of transportation services across the United States, Canada and
Job Source: Forward AirNew Charter Technologies, Llc
Santa Ana, CA, United States
Job Category : Non-Help Desk Service Delivery Greystone Technology is looking for creative, self-accountable IT professionals to engage in our fast-paced, people-driven service model. Average IT people tend to be great at solving technical issues, but poor at understanding the true problems that need to be solved. We’ve redesigned the way techno
Job Source: New Charter Technologies, LlcPerseus Group, Constellation Software
Newport Beach, CA, United States
Purpose of the Position This is a Senior level position within the Client Success Team focusing on a mature client portfolio while acting as a leader on the team to guide, educate and mentor team members. Image The goal of CAKE is to solidify and grow our client base through the cooperative efforts of employees at all levels. To help us achieve thi
Job Source: Perseus Group, Constellation SoftwareIrvine, CA, United States
This is a Remote Role
About the Organization
SurePrep's software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.
SurePrep is comprised of a dynamic, inclusive, and outstanding team. We seek out the brightest candidates capable of tackling the ever-evolving tech industry while maintaining a reputation over 20 years. We’re looking for hard-working, passionate people to help us reshape the tax and accounting industry. We encourage fresh ideas that will drive us toward our goals.
Privately held advisory / consultancy firm is seeking a passionate Client Success Associate who will partner with and ensure the long-term success of our clients. You will be responsible for developing long-term relationships with assigned clients, connecting with key business executives and stakeholders and delivering Client training via web conference or face-to-face meetings. You will engage current clients in an effort to identify their needs and promote our products / services. The perfect candidate should be results-oriented, self-starter capable of problem solving, managing changing priorities and being flexible in the day-to-day job functions.
Additional Duties and Responsibilities:
Maximize business potential through strong relationship management and consultative sales techniques.
Describe value add of Company’s solutions/services which are not currently utilized by Client and promote additional Company products and services.
Perform onsite and web-based training sessions
Input Clients data and other sales data into customer relationship management software.
Closely follow current market intelligence, industry trends, client feedback and business needs.
Understand CPA Firms’ business model and how to consult CPA’s on maximizing tax return preparation and review efficiency.
Share best practices, knowledge and learning with Team
Qualifications: 2+ years of Training or Client Success experience needed.
Tax Industry experience preferred.
CRM software experience preferred.
Excellent verbal and written communication skills.
Excellent presentation skills.
Ability to engage and partner with C-Level executives and/or other client team members.
Client Service oriented.
Proficient project planning skills, including the ability to organize, prioritize and control job responsibilities.
Confidentiality: Must be able to safeguard sensitive information.
Proven track record of reaching and exceeding sales goals.
EEO Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Email Alert for Client Success Associate - Remote jobs in Irvine, CA, United States
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