Client Success Specialist

Why Choose RKL?RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:Hybrid working environmentFull medical, dental, and vision coverageCommitment to work life balanceInvestment and complete buy-in to your career progress, through trainings, mentorships and advancementCertification reimbursement401(k) matchWho We Are and What We DoWe are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.About the PositionThe Client Success Specialist plays a pivotal role in fostering and nurturing client relationships, ensuring satisfaction, and driving retention. This position involves developing and maintaining strong client relationships through personalized communication, understanding client needs, and effectively conveying the value of services offered. The specialist partners with internal teams to address client concerns promptly, ensuring timely resolutions and continuous improvement. They collaborate on and document processes that enhance client success, implementing strategies to consistently deliver customer satisfaction. Additionally, the role requires developing proficiency in relevant new technologies to enhance team efficiency and collaboration, both internally and with clients.ResponsibilitiesEstablish and develop client relationships through personalized contact, understanding client needs and ability to communicate solution and values of services offered by the firm Partner with internal teams to address client concerns, and ensure timely resolution Collaborate on and document client success processes Implements strategies and processes that deliver consistent customer satisfaction and retention. Development of proficiency in new technologies relevant to areas of expertise Utilize technology to enhance efficiency and collaboration within the team and with clients Assist clients and internal team define Key Performance Indicators (KPIs) and setting measurement goals Participate in and facilitate client milestone review meetings Gather client feedback and communicate with key stakeholdersAdvocates for solutions, enhancements, and other actions to meet clients' needs Identify at-risk clients and opportunities for client growth Utilize client surveys and feedback to continuously improve our service model Identify and implement opportunities for efficiencies and proactive engagement management Contribute to initiatives aimed at improving internal team performance, specifically where the team can enhance results Prepare and collaborate on client presentations, attend in-person client meetings and/or conferences as needed Prepare client deliverables using various report styles and data visualization tools Leverage expertise in proactively identifying client needs, alleviate bottlenecks and facilitate successful outcomes Demonstrate effective time management and prioritization skills by effectively managing personal schedule with focus on meeting client-related deadlines Ability to maintain productivity and composure under pressure while adhering to fluctuating deadlines Promote cross-functional collaboration Plan resources and establish timelines based on project type or need Perform administrative tasks such as contacting clients to arrange meetings, coordinating with client service team, drafting correspondence to clients, reviewing client survey results, and communicating with partner in charge (PIC), pulling relevant data for analysis and preparing reports Any other duties as needed to drive the vision, fulfill the mission, and abide by the values of the firm This position seeks candidates with a Bachelors degree in Communications, Marketing, Business Management, or a similar field. The candidate should also have a process-oriented approach, be adaptable, and be open to learning new things as they progress.If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

Created: 2025-06-09