What are the responsibilities and job description for the PEO Client Success Manager position at ExpertPEO?
About Us:
ExpertPEO is dedicated to finding the best Professional Employer Organization (PEO) to meet our client’s unique needs. Every day, we assist a diverse range of small, midsize, and niche companies in navigating the PEO market. Our sole mission is to ensure the process of finding the right PEO for your business is as efficient as possible.
Position Summary:
We are seeking a passionate and results-driven Client Success Manager to join our team. In this role, you will serve as the primary point of contact for our clients, ensuring they receive exceptional service, guidance, and support. You’ll play a critical role in driving client satisfaction, retention, and overall success by aligning our PEO solutions with their unique business needs.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong, long-term relationships with a portfolio of clients, serving as their trusted advisor and advocate.
- HRA Implementation: Lead new clients through a seamless onboarding process, ensuring the proper information is communicated to the vendor to ensure seamless implementation.
- Strategic Support: Proactively identify client needs and opportunities, offering tailored solutions to enhance their experience and outcomes.
- Problem Resolution: Address and resolve client inquiries, concerns, or challenges in a timely and professional manner, escalating issues as necessary.
- Cross-functional Collaboration: Work closely with internal teams, including HR, payroll, benefits, and compliance, to ensure clients receive consistent and accurate support.
- Client Retention: Monitor client satisfaction, identify at-risk accounts, and implement strategies to ensure high client retention rates. Benchmark every other year to ensure client is receiving the best value.
Qualifications:
- BS in Business Administration, Human Resources, or a related field (or equivalent experience).
- 3 years of experience in client success, account management, or a related role, preferably within a PEO or HR services environment.
- Strong understanding of PEO & HRA services, including payroll, benefits, HR, and compliance.
- Exceptional communication, interpersonal, and problem-solving skills.
- Proven ability to manage multiple client accounts and projects simultaneously.
- Proficiency with CRM tools, HR software, and Microsoft Office Suite.
- Strong analytical skills and attention to detail.
- A customer-centric mindset with a passion for helping clients succeed.
Why Join Us?
- Competitive salary and bonus opportunities.
- Comprehensive benefits package, including health, dental, vision, and 401(k).
- Professional development and growth opportunities.
- A collaborative and supportive work environment.
- The chance to make a meaningful impact by helping businesses thrive.
How to Apply:
If you’re passionate about client success and have the skills and experience to thrive in this role, we’d love to hear from you! Please submit your resume and a cover letter to Kevin@expertPEO.com
ExpertPEO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.