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Client Retention Specialist (Hybrid)



New York, NY, USA
Posted on Saturday, November 11, 2023
About Ascend

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today's industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit

The Role

We are currently hiring for a Client Retention Specialist that will be responsible for providing a white glove experience to our clients. In this role, you will be the client's first point of contact and will ensure a white glove experience.

What You'll Do:

  • Develop standardized process for onboarding new clients and coordinate with respective cross-functional partners
  • Develop Client Based Management framework to tier and assess existing clients
  • Partner with the Director of Operations to assign staff to new engagements
  • Partner with Sales & Marketing Manager to organize events, webinars and newsletters to engage and educate our clients
  • Proactively identify strategies to improve client retention, identify and track retention metrics
  • Collect and address client feedback to ensure continuous improvement and inform retention activities
  • Identify opportunities and lead efforts to upsell our services to existing clients


  • Bachelor's Degree preferred
  • 3+ years' experience in a financial or professional services firm in a client facing role
  • Proven communication skills and ability to work collaboratively across teams
  • Strong attention to detail and organizational skills

The annual base salary range for this role is $80,000-120,000. Actual compensation may vary based on various factors, including experience, education and/or skill level.