Aprio

Client Success Manager

Aprio

full-time

Posted on:

Location: Arizona, California, Colorado, District of Columbia • 🇺🇸 United States

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Salary

💰 $115,000 - $155,000 per year

Job Level

Mid-LevelSenior

About the role

  • Serve as the trusted advisor for a portfolio of high-value clients using Intuit Enterprise Suite, QuickBooks Online, Payroll, Time, and related solutions
  • Proactively engage with clients through regular check-ins to ensure satisfaction, identify opportunities, and anticipate challenges
  • Provide expert-level phone, email, and chat support for complex inquiries
  • Guide clients through troubleshooting, configuration, and optimization to maximize efficiency and ROI
  • Partner with internal support engineers to resolve escalations quickly and effectively
  • Build and maintain reporting systems to track client health, highlight recurring issues, and identify opportunities for improvements
  • Monitor, analyze, and own key performance indicators tied to customer retention, adoption, and service efficiency
  • Oversee client-specific implementation and optimization initiatives from start to finish
  • Coordinate cross-functional teams to ensure projects are delivered on time, on budget, and aligned with client goals
  • Lead and develop a team of 3–6 professionals, providing coaching, feedback, and growth opportunities
  • Create a culture of accountability, collaboration, and continuous improvement

Requirements

  • 3+ years in customer success, account management, or client support
  • Hands-on experience with QuickBooks Online (QBO) is required
  • QuickBooks ProAdvisor certification strongly preferred
  • Familiarity with accounting workflows and financial processes
  • Strong troubleshooting abilities to resolve client issues efficiently
  • Proven ability to develop trusted, long-term relationships with clients and internal stakeholders
  • Experience managing and mentoring a team (3–6 people)
  • Comfortable navigating change and ambiguity while keeping clients confident and informed
  • Excellent written, verbal, and video presence to engage clients and deliver polished presentations
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