Skip to Main Content
← Back to Jobs

Customer Success Associate

SurePrep Irvine, CA
  • Expired: 4 days ago. Applications are no longer accepted.

Client Success Associate

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.

o 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

The right candidate will play an integral part in the future expansion of the company and will report directly to the Vice President of Sales.

The ideal candidate will possess:

· 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.

· Strong problem solving and market research skills.

· Great team player.

· Confidentiality: Must be able to safeguard sensitive information.

· Proven track record of reaching and exceeding sales goals.

· Pay commensurate with experience.

· Minimum 2 years’ sales experience preferred.

Background check required.
Required education: Bachelor’s, or equivalent experience. Bachelor’s Degree strongly preferred.


Why Work Here?

Come work for one of the fastest growing software companies in Orange County! Where work-life balance/ great work culture are priorities.

TaxCaddy is a product developed in-House at SurePrep LLC for iPhones, Android, web and tablets. TaxCaddy provides web interface to CPA and Consumer. A mobile interface for consumers only with CPA mobile APP on the roadmap. TaxCaddy makes gathering tax documents and sharing them with CPA easy. TaxCaddy retrieves 1099s, 1098s and W-2s automatically. Upload or snap photos of tax documents year-round and store them with bank vault security. Electronically sign tax documents and connect directly to various financial institutions.


17890 Sky Park Cir, Irvine, CA 92614
Irvine, CA