Client Success Manager

Job Title:

Client Success Manager

Reports to : Director Of Client Success

Intelligent Audit is a fast growing freight audit & business analytics technology company helping our customers become smarter shippers - shipping to their customers faster, cheaper, and with less delivery exceptions. We use big data to help our customers remove inefficiencies in their global transportation spend. We are looking for a Client Success Manager responsible for customers success/growth with Intelligent Audit for tiered level accounts.

What You Will Do:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual with this position in our company will be expected, on a regular basis, to:

• Continuously assess customer's satisfaction for tiered level accounts

• Maintain updated issues list that is communicated and managed on a regular interval (TBD by IA and Customer)

• Coordinate project issue resolution across different functional teams

• Summarize product feedback gathered from customer meetings and act as advocate for our customers with internal development and product teams

• Provide operational insights to customers regarding savings and cost savings opportunities

• Leads customer yearly business review

• Troubleshooting - GL coding exceptions, payments, reporting

• Assist with reporting requests/questions

• Monitoring, creating KPIs around customer health

• Review Weekly Customer Health Report per Customer

• Provide direct support for the renewal activities associates with their accounts

• Use Proprietary FA&P software to extract and enrich freight pay reports upon ad-hoc or scheduled requests from Clients

What You Will Bring:

• Excellent verbal, interpersonal and written communication skills

• Team player with the ability to operate effectively in a fast-paced environment

• Ability to work with all levels of internal staff, as well as outside clients and partners

• Strong analytical, problem-solving, and decision-making capabilities

• Strong written and verbal communication skills, emotional intelligence, critical thinking skills, and integrity and ethics

• Proficiency in MS Office Applications (Word, PowerPoint, Outlook, Excel, Sharepoint)

• Ability to communicate effectively with both technical and non-technical audiences

• Comfort with a remote team environment

• Proficiency in on-line meeting applications (Zoom, MS Teams, Others)

• Strong Customer Facing experience.

• Demonstrated success in a collaborative, entrepreneurial and dynamic work environment where team members are open, flexible, and adaptable to the needs of the organization

Minimum Qualifications :

• Bachelor’s degree or similar experience

• Minimum 3+ years of relatable experience (Audit, Finance Accounting, Logistics, transportation)

• Freight, Pay & Audit experience preferrable.

• Technical aptitude and advanced skill with Microsoft Office

  • Solid Excel will need an analytical approach to problem solving and leverage proficiency with Microsoft Excel (to include V Look-ups, Pivot Tables and conditional formatting.