Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
What You'll Gain / Impact
Direct contribution to client experience and relationship success within a high-impact Alliance program
Exposure to cross-functional collaboration with Relationship Leads, Account Managers, and service delivery teams
Hands-on experience across client lifecycle coordination, governance execution, and CRM management
Opportunity to grow professionally in a supportive culture that values initiative, precision, and continuous improvement
Key Responsibilities
Service Coordination & Administration
Maintain accurate CRM data and coordinate service contracts
Monitor support tickets and ensure timely resolution
Manage calendars for client relationship leads and service teams
Facilitate member participation in benchmarking surveys
Client Experience & Communication
Provide administrative support throughout the client lifecycle
Prepare proposals, engagement letters, onboarding/offboarding materials, and presentations
Document client interactions and track follow-up actions
Coordinate updates to Relationship Development Plans
Event & Meeting Logistics
Partner with the Meetings & Events team to organize client interactions, site visits, and Aprio Alliance program participation
Manage scheduling, agendas, presentation materials, travel logistics, and expense tracking
Governance & Compliance
Execute annual governance processes, including license fee memos and conflict-of-interest surveys
Support client participation in benchmarking surveys
Data & Reporting
Track opportunities and service activities in CRM
Maintain accurate records of accounts, contacts, and roles
Candidate Qualifications
Bachelor's degree in Business, Communications, or related field (or equivalent experience)
2+ years of experience in client service, account coordination, or project management within a professional services environment
Strong organizational skills and attention to detail
Excellent communication and interpersonal abilitiesProficiency in CRM systems and Microsoft Office Suite
Ability to manage multiple priorities in a fast-paced environment
High integrity and discretion in handling confidential informationProactive, adaptable, and able to work independently
Preferred
Experience in professional services (consulting, accounting, or legal)
Familiarity with project management and CRM tools (ClickUp, HubSpot)
Experience with billing and invoicing processes
Customer-centric mindset with strong problem-solving skills
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.