Senior Associate - Client Success

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit  or join the conversation on Linked In, Facebook and Instagram.

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Job Description :


Baker Tilly's Net Suite Solutions practice is one of the fastest-growing technology consulting groups in the firm. As an Oracle Net Suite partner operating under a Transaction Management Agreement (TMA), we sell both the Net Suite license and the implementation services that surround it, giving us a complete, differentiated offering in the mid-market ERP space.

We are seeking a Senior Associate of Client Success to join our experienced Net Suite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources, tools, and expertise of the PSO, this role will collaborate closely with Client Success and Net Suite Practice colleagues to advance shared sales, client success, and growth objectives. The Net Suite Practice is part of Baker Tilly's Digital Advisory Services group.

This individual will be responsible for cultivating strong client relationships, supporting revenue growth within assigned accounts, coordinating cross-functional engagement, and contributing to continuous improvement across client success and sales operations processes.

Responsibilities:

Client Relationship Management

• 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.

Revenue Growth & Account Strategy

• Develop and execute account strategies to expand recurring product revenue within assigned Baker Tilly client relationships.
• Identify, qualify, and scope client needs for Net Suite, 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.

Communications, Marketing & Events

• Partner with sales…