Career Opportunities

 The SAPRO Experience. Building a new world together, one professional journey at a time 

Client Relationship Manager USA

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SAPRO Overview

SAPRO is a mission driven firm, with goals of revolutionizing the public accounting, audit, and tax industries while building better futures for our people, clients, and our global community. SAPRO serves three key audiences – our people, clients, and our communities.

For our clients, we strive to be a trusted partner, providing full-service consulting services that specialize in enhancing their workforce and removing the stress from clients’ year-round resourcing needs with white glove service and support.

For our people, we strive to provide meaningful career opportunities, supporting each team member’s unique career goals and journeys. We are focused on building an experience of a “SAPRO family,” with unique and meaningful employee value propositions guiding our high-level support and employee offerings for each team member.

Please visit SAPRO.com to read more about what we do, who we serve, and the importance of our mission and values in all that we do.

 

About the job

To create and nurture long-term relationships with small and mid-sized clients in the US and the SAPRO employees that service them. To proactively institute processes and training that helps both clients and employees deliver high quality outcomes. Resolve any issues that may arise to ensure

Mandatory Qualifications:

  • Bachelor's degree in business management, accounting, tax, human resources or other relevant field

Desired Qualifications:

  • Any advanced business management related qualifications
  • Experience in or exposure to tax services in public accounting or consulting industry

Minimum Experience:

  • 3+ years' relevant work experience in Client Relations or similar field preferred.

 

Key Performance Areas:

Client Relations Strategy

  • Design and continuously refine effective short-and long-term talent planning strategies to ensure that the needs of our clients are met
  • Create a vision for, and plan for, an exceptional Client experience
  • Ensure organic growth with new and existing Clients in assurance, tax and/or advisory service lines
  • Own the strategic implementation and the growth of the business with new service offerings to support the unique needs of the clients
  • Partner with internal team members to ensure that SAPRO employees deployed to clients are expanding their knowledge and having a positive experience while ensuring client delight.
  • Own congruence between the needs of the CRM team and Operations (e.g., Talent, Logistics, HR & Legal, Operations, etc.)


Client interface

  • Ensure our clients are satisfied with their partnership with SAPRO
  • Engage with the required stakeholders to ensure that any issues that arise with our clients are dealt with expediently, with minimal disruption to the services and resolved in a manner that meets the client’s and SAPRO’s expectations.
  • Lead onboarding process for both client and SAPRO consultant team (i.e., Training, Technology, Success, HR, etc.) together with Success Managers.
  • Present to Clients to demonstrate the value of SAPRO to their organization
  • Engage with Clients on the performance results of their consultants, the progression of their projects future workforce planning
  • Nurture the relationship with key Client representatives (Sponsor; Champion; Partners and Planners)
  • Visit with clients as necessary
  • Ensure organization and participate in proactively aligning/planning with clients strategic goals and workforce needs
  • Expand SAPRO services within assigned clients and create opportunities for cross-selling and new client expansion
  • Ensure the Audit/Tax/Advisory service offering has optimum Performance Evaluation and Utilization results


Budget/Financial Management

  • Own and monitor the functional operating and project budget and perform accurate budgeting and forecasting across operations and projects.

Talent Management

  • Attract, develop and retain a highly effective and scalable team.
  • Establish performance metrics for the team to drive accountability and effectiveness.
  • Build best in class processes focused on client and employee high quality experience

Technical Skills

  • Proficient in Microsoft Office
  • Prior knowledge of Canva and Hubspot/CRM program preferred

Behavioral Skills

  • Strategic with the ability to translate strategy into pragmatic, executable plans
  • Self-aware leader with strong business acumen and sound judgement
  • Self-motivated with the ability to prioritize work while multi-tasking in a fast-paced, dynamic environment
  • Passionate problem-solver; sees challenges as an opportunity
  • Innovative thinker, who uses data to inform action
  • Customer service / candidate experience orientation
  • Strong written and verbal communication skills
  • Ability to think critically, creatively, and strategically
  • Meticulous attention to detail and strong organizational skills
  • Flexible, high energy, sense of humor and a positive attitude

Note:

The list of tasks/duties and responsibilities contained in this document is not necessarily exhaustive. SAPRO may ask the employee to carry out additional duties or responsibilities, which may fall reasonably within the ambit of the role profile, depending on operational requirements.