Remote Client Success Specialist | WFH

Job Overview

We invite you to be a part of our dynamic HR firm, proudly women and LGBTQ owned, where we prioritize family values and foster an environment for limitless growth! We are seeking a dedicated Client Success Specialist who will play a crucial role in enhancing client relationships and driving business expansion through exceptional customer service and proactive account management.

Key Responsibilities

• Serve as the main liaison for assigned client accounts.
• Conduct regular service assessments to ensure client satisfaction and address any issues that may arise.
• Offer continuous support and guidance to clients regarding inquiries.
• Maintain accurate records of client interactions and account updates within our CRM system.
• Oversee the internal sales process from lead generation through to closing deals.
• Organize and prepare necessary documentation for client submissions.
• Communicate clearly with both clients and providers to effectively meet their requirements.
• Compile comprehensive proposal comparisons for potential clients.
• Monitor deal progress and provide timely status updates to the internal teams.
• Seek and capitalize on cross-selling opportunities within our current client base.
• Gather client testimonials, referrals, and reviews to enhance service offerings.
• Engage with targeted prospects through email and phone campaigns.
• Follow up with previous campaign leads to explore potential opportunities.
• Convert leads into scheduled appointments and ultimately new clients.
• Ensure professional communication with clients and colleagues.
• Collaborate with internal departments to guarantee seamless service delivery.
• Document and relay client feedback for continuous service enhancement.
• Participate in team meetings and contribute to process optimization efforts.
• Take on additional duties as required based on business needs and personal strengths.
• Support team members during high-demand periods.
• Assist in special projects and initiatives as they arise.
• Participate in company events and team-building exercises.
• Help develop best practices and improve processes.
  
  

Required Skills

• Self-starter with a proactive attitude.
• Exceptional verbal and written communication abilities.
• Strong analytical and problem-solving skills.
• Proven negotiation capabilities.
• High attention to detail.
• Customer-focused mindset.
• Ability to excel independently in a remote setting.
• Proficient in CRM systems and Microsoft Office Suite.
  
  

Qualifications

• Bilingual proficiency in Spanish and English is preferred.
• Experience with payroll processing is advantageous.
• Background in B2B sales is beneficial.
• Familiarity with HR technology, PEOs, or benefits administration is a plus.
• Understanding of HR compliance and regulations.
  
  

Career Growth Opportunities

This position offers a unique chance to make a significant impact while paving the way for professional development and advancement into leadership roles in our rapidly growing company.

Company Culture And Values

We pride ourselves on cultivating a workplace that transcends traditional HR solutions, embracing diversity and inclusion throughout our operations. Our values are characterized by:

• People-first philosophy: Prioritizing family and individual success.
• Growth-oriented mindset: Creating pathways for professional advancement.
• Inclusive culture: Celebrating and valuing diverse perspectives.
• Collaborative environment: Harnessing teamwork for collective success.
• Work-life balance: Supporting flexible scheduling and remote work options.
• Commitment to innovation: Encouraging continuous improvement and new ideas.
  
  

Compensation And Benefits

• Hourly wage between \(18 - \)25 plus performance-based bonuses; final compensation will be determined by experience.
• Comprehensive benefits package including unlimited PTO after one year of service (10 days in the first year).
• Innovative telemedicine services, such as behavioral health support and prescription savings networks.
• 401(k) plan with a 100% match up to 4% of your compensation, available after 90 days of employment.
  
  

Employment Type: Full-Time