Senior Associate – Client Success

Baker Tilly US

Senior Associate responsible for client success in Baker Tilly's fast-growing NetSuite Solutions practice. Collaborating with teams to drive client engagement and revenue growth.

Posted 7/30/2026full-timeHouston • Florida, Pennsylvania, Texas, Wisconsin • 🇺🇸 United StatesSenior💰 $83,820 - $127,120 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, particularly with executive stakeholders, while effectively utilizing tools like Salesforce and NetSuite to drive client success and retention. Proven ability to develop account strategies that expand revenue and enhance client satisfaction through targeted engagement and collaboration.

Highest-signal resume keywords

Client Relationship ManagementNetSuite ExperienceSalesforce CRM ProficiencyTechnology ConsultingStakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Needs AssessmentAccount Strategy DevelopmentSales Process ManagementSoftware Renewal ManagementData Analysis and Reporting

Soft Skills

Excellent Communication SkillsOrganizational SkillsAnalytical SkillsInfluencing and Consensus BuildingDetail-Oriented

Tools & Technologies

SalesforceNetSuiteAI-Enabled Business Development ToolsERP PlatformsBusiness Applications

Industry Keywords

Customer SuccessIT Engagement ManagementManagement ConsultingExecutive Stakeholder ManagementClient Retention

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Develop and maintain trusted client relationships through intentional, scheduled engagement aligned with client tiering and business priorities
Assess client needs, communicate Baker Tilly's value proposition, solicit feedback, and connect clients with appropriate internal contacts and solution teams
Serve as a client liaison for escalated matters, coordinating with sales, service, product, PMO, consulting, and development teams to support a high-quality client experience
Build credibility with executive stakeholders, including CFOs, controllers, COOs, and IT leaders involved in ERP decisions
Promote high levels of client retention, reference ability, and client advocacy, including the development of client success stories where appropriate
Monitor assigned accounts for reference ability, support client satisfaction surveys, and track and help resolve support cases requiring escalation
Develop and execute account strategies to expand recurring product revenue within assigned Baker Tilly client relationships
Identify, qualify, and scope client needs for NetSuite, Baker Tilly Subscription Billing, and complementary third-party software solutions
Identify and scope opportunities for Baker Tilly professional services, including managed services, consulting, and development support
Ensure renewal and upsell license transactions are processed accurately and in a timely manner
Serve as a pre-sales resource for clients, new leads, and prospects, as appropriate
Partner with sales and marketing to support client communications, newsletters, email campaigns, outreach, webinars, SuiteWorld participation, and other client-facing events
Collaborate with marketing to connect clients with co-branding opportunities, testimonials, case studies, and approved company marketing initiatives
Maintain complete and accurate account, contact, opportunity, activity, task, license, sales order, and customer tier data in Salesforce and other PSO-supported systems
Ensure activity, opportunity, and forecast data remain accurate, current, and aligned with pipeline reporting expectations
Support follow-up on escalated accounts receivable matters related to aging invoices and complete timely activity tracking and time entry
Provide clear, supportable commit and upside forecasts to assist practice leadership with planning, staffing, and hiring decisions
Use and contribute to the improvement of AI-enabled business development tools, including prospect research, scoring, outreach sequencing, and proposal generation capabilities
Provide reporting on metrics and key performance indicators for assigned clients, including: Business reviews completed in alignment with client tier categorization, Services project activity, Support services engagement, including on-demand support, optimization services, and premier support services, License revenue associated with assigned clients, Client renewal and retention rates, Product license upsell activity by client, Client satisfaction and engagement quality, Third-party partner engagement and related recurring or commission revenue.

Requirements

What you’ll need

Bachelor's degree in a relevant field
At least 3 years of related professional experience
Experience in technology or management consulting, customer success, IT engagement management, IT program management, or IT sales leadership
Experience managing client and stakeholder relationships at the executive level
Proven ability to guide clients through technology-related scoping, sales, and service delivery cycles
Experience with NetSuite, ERP platforms, Salesforce CRM, software renewals, and related business applications
Strong organizational, analytical, and detail-oriented capabilities
Ability to manage multiple priorities and detailed processes in a fast-paced environment
Excellent verbal, written, and presentation skills
Demonstrated ability to influence action and build consensus to achieve objectives
Ability to work effectively in remote, in-office, and hybrid environments, with occasional travel as needed
Ability to collaborate effectively with distributed teams.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development