Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Client Services Manager responsible for creating and validating surveys for Customer Experience research at BARE International. Collaborating with teams to meet client expectations in a hybrid work environment.
Responsibilities
- Work with BARE's Business Development and Operations Teams to design, implement, and validate surveys for Customer Experience (CX) Research
- Ensure clients' needs and expectations are surpassed
- Provide recommendations to clients on question types, question verbiage, and response scoring
- Communicate with various internal departments (e.g. Business Development, Operations, Data Quality, etc.) on client needs, project pricing, and program design, progress, and changes
- Participate in client communications, including discovery calls, via email, phone, and virtual platforms
- Program survey questionnaires into dedicated CX platforms (e.g. APOLLO, Prism, Presto, Research Metrics, and other operational platforms)
- Create and assist in client dashboard setup and customization of visuals
- Build project briefing proposals, RFIs and RFPs; participate in client presentations
- Create and maintain industry-specific sample questionnaires
- Create client demo site(s) within various reporting platforms with support from BI
- Facilitate and lead project handover to the Operations Department (KAM and PM)
- Define and communicate client needs, goals, methodologies, and research scopes to the team.
Requirements
- Minimum 2-3 years' experience in high-paced work environment
- Customer Experience Research/ Mystery Shop Industry knowledge and experience
- Sales and/ or Marketing knowledge and experience is a plus
- Bachelor's Degree or related college education preferred; alternatively, work experience equivalent accepted
- Demonstrated proficiency in Microsoft 365 (advanced Excel knowledge preferred)
- Experience with form builds and Rulez in APOLLO strongly preferred.
- Excellent command of written and spoken English
- Knowledge and understanding of BARE's services and offerings
- Knowledge and understanding of various industries and shop types
- Knowledge of customer service principles and best practices
- Knowledge of web-based database system navigation (a prerequisite for learning BARE's proprietary systems)
- Demonstrated success in conveying written facts using language and examples the reader will best understand
- Proven ability to pay close attention to detail and ensure accuracy
- History of taking an action-oriented and results-focused approach to responsibilities and objectives
- Ability to anticipate needs and take initiative
- Exceptional ability to manage time and priorities effectively according to deadlines; demonstrated success in delivering results under pressure
- Demonstrated success of partnering and communicating effectively with colleagues, partners, customers, and potential clients in all levels of an organization
- Ability to ask for help and clarification when needed; history of accepting and implementing feedback
- Ability to work independently while simultaneously ensuring quality deliverables are met
- History of sound judgement and handling confidential or proprietary information discreetly
- History of problem-solving and finding creative solutions to challenges using available resources
- Ability to maintain motivation during repetitive tasks while providing positive encouragement to colleagues.
- Exemplifies BARE's values of diversity, respect, transparency, teamwork, excellence, and integrity.
Benefits
- Hybrid working environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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