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SalaryOverview:
Why You'll Love Working Here
Your tasks will include all project and client management activities including call scheduling, engagement letter procurement, client communication and status reporting.
A typical day as a Client Success Manager on the International tax team might include the following:
Must be authorized to work in the United States now or in the future without visa sponsorship.
Benefits and Compensation
Salary Range: $65,000-$90,000
Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
What to Expect Next
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-REMOTE
Who We Are
Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!
Why You'll Love Working Here
At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.
Responsibilities: Typical Day in the Life
We are currently seeking a Client Success Manager on the rapidly growing International Tax Services team at Eide Bailly. As a Client Success Manager on the team, you will support our international tax professionals with business development activities and through all aspects of the client experience.
Your tasks will include all project and client management activities including call scheduling, engagement letter procurement, client communication and status reporting.
A typical day as a Client Success Manager on the International tax team might include the following:
- Monitoring emails and Teams channels for prospective and existing client opportunities, engaging team members for follow up and scheduling, attending exploration calls and follow up on action items
- Conducting research on events, companies, industries, and decision makers to provide valuable insights to the team.
- Work with Marketing to develop service and event related promotional materials
- Managing Salesforce data including logging new prospects, clients, contacts and opportunities.
- Assist with planning and monitoring of relationship nourishment and business development activities related to our international network
- Monitoring and following up on the opportunity pipeline
- Scheduling and attend project kick-off calls with clients and Eide Bailly project stakeholders.
- Aggregate project documentation, coordinate calls and communicate with the client throughout projects.
- Produce and distribute project status reports.
- Review documentation storage and initiate billing at completion of projects
- Assist with the development and implementation of best practices within the international tax practice
Who You Are
- You have the ability to interact and communicate effectively, clearly in writing and verbally, to all levels at an organization, including those in the C-suite.
- Ability to work on multiple projects and meet deadlines by setting priorities and communicating effectively.
- Desire to serve others to ensure a successful experience for the team and our clients
- Ability to stay organized and work independently with minimal supervision.
- You have strong problem-solving skills, and the ability to identify the source of a problem and create and test solutions.
- You have strong computer skills and are proficient in Microsoft Word, Excel and Outlook.
- Familiarity with Salesforce as a client relationship manager a preferred
- Experience dealing with international business a plus
Must be authorized to work in the United States now or in the future without visa sponsorship.
Benefits and Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Salary Range: $65,000-$90,000
Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
What to Expect Next
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
#LI-REMOTE
