Client Specialist

$77,000 - $143,000/Yr

Thomson Reuters - Frisco, TX

posted 25 days ago

Full-time - Entry Level
Hybrid - Frisco, TX
Publishing Industries

About the position

As a Client Specialist, you will be responsible for managing and supporting our Core Accounts within the Tax & Accounting, Audit sector. Your primary role will be to ensure client satisfaction, drive retention, and identify opportunities for small-scale growth through user add-ons and ancillary products. This role requires efficient handling of a large client base, primarily through campaign-based initiatives and responsive customer support. This is an entry level role.

Responsibilities

  • Manage a large portfolio of Core Accounts, focusing on customer satisfaction and retention.
  • Respond promptly and effectively to customer inquiries and support requests.
  • Participate in and execute targeted campaign initiatives to engage with the Core Account base.
  • Identify and pursue opportunities for small upsells, such as user add-ons and ancillary products.
  • Monitor product usage and customer engagement levels within the assigned account base.
  • Collaborate with internal teams to resolve client issues and ensure smooth product implementation and support.
  • Maintain accurate and up-to-date records of client interactions and account status in the CRM system.
  • Contribute to the development and implementation of retention strategies for Core Accounts.
  • Stay informed about product updates and basic audit workflow processes to provide accurate information to clients.
  • Identify potential accounts that may be candidates for growth into higher spending tiers.

Requirements

  • Bachelor's degree or equivalent experience.
  • 0-1 year of experience in customer service, account management, or related field.
  • Basic understanding of tax and accounting software solutions preferred.
  • Excellent communication skills, both written and verbal.
  • Strong customer service orientation with the ability to build positive relationships.
  • Proficiency in using CRM systems and Microsoft Office Suite.
  • Ability to manage multiple accounts and prioritize tasks effectively.
  • Basic problem-solving skills and attention to detail.
  • Self-motivated with the ability to work both independently and as part of a team.
  • Adaptability to learn new products and processes quickly.

Benefits

  • Comprehensive benefit plans; flexible and supportive benefits for work-life balance; company-wide Mental Health Days Off; Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
  • LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
  • Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
  • Market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match.
  • Competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave.
  • Optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.
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