Dean Dorton Careers

Customer Success Coordinator 

Location: Hybrid-Remote (Kentucky / Cincinnati Metro / Indianapolis Metro)

Dean Dorton, a leading certified public accounting and business advisory firm, is renowned for its commitment to excellence and client success. Our mission is to provide insightful solutions that empower businesses and individuals to thrive. We value integrity, innovation, and client-centric service. We are seeking a dedicated and dynamic Customer Success Coordinator to join our team and contribute to our mission of delivering exceptional service and fostering strong client relationships.

The Customer Success Coordinator is responsible for managing client relationships, ensuring satisfaction, and driving customer retention. This role involves working closely with clients to understand their needs, providing solutions, and collaborating with internal teams to deliver outstanding service.

In this role, you will:

• Build quotes for products and services, ensuring accuracy and clarity.
• Utilize vendor/distributor partner tools to obtain pricing information and make informed decisions.
• Place and follow up on orders to ensure timely delivery and customer satisfaction.
• Handle customer subscription and support contract renewals, ensuring continuity of service and support.
• Develop and maintain technical expertise across vendor partner platforms.
• Serve as the primary point of contact for assigned clients, addressing their needs and inquiries in a timely and professional manner.
• Develop and maintain strong relationships with clients, conducting regular check-ins to assess their satisfaction and identify opportunities for upselling or cross-selling to optimize customer investment in technology.
• Collaborate with internal teams, including Sales and Support, to ensure clients receive the best possible service.
• Prepare and present reports on client status, project progress, and other relevant metrics.
• Assist in the onboarding and training of new clients, ensuring a smooth transition and positive experience.

Preferred Qualifications:

• Bachelor’s degree in Business, Marketing, Communications, or a related field.
• 1-3 years of experience in a client success, account management, or similar role.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships.
• Strong problem-solving and analytical skills.
• Ability to work independently and collaboratively in a team-oriented environment.
• Familiarity with CRM systems.

The Fun Stuff 

Work isn’t all work! We want to make your experience at Dean Dorton a great one. From your health and happiness to your long-term satisfaction, we focus on YOU! A few highlights are listed below:

• Unlimited PTO
• Health insurance – medical, vision, dental
• Paid family leave, medical leave, and maternity/paternity leave programs
• Retirement benefits – 401(k) match and best-in-class automatic profit sharing
• Telemedicine, mental health resources, and wellness program reimbursement
• Life insurance and disability insurance

Dean Dorton is an Equal Opportunity Employer. We’re committed to growing and empowering an inclusive community within Dean Dorton and our industry which is why we hire and cultivate diverse teams of the best and brightest from all backgrounds, experiences, and perspectives across our organization. We encourage you to apply for our available positions, even if you don't necessarily check every box on the description.

Dean Dorton. Innovating Together.