Customer Success Manager - Payroll Specialist
Core
Primary point of contact for clients to ensure product value, drive adoption, and reduce churn through relationship management and payroll workflow support.
Role type
Customer Success Manager (Payroll Specialist)
Builds
Long-term client relationships and successful adoption of payroll/benefits products
Domain
SaaS / Finance / Payroll / HRIS
Deliverable
product features
Required skills
Customer relationship management, Payroll system knowledge, HRIS platform experience, CRM proficiency, Onboarding and training guidance, Business review and ROI analysis, Account growth strategy
Preferred skills
Professional services in finance/insurance, Payroll integrations experience
Responsibilities
Build and maintain strong customer relationships, Guide customers through onboarding and implementation, Support clients with payroll workflows and compliance, Monitor customer usage and engagement, Conduct regular business reviews, Identify upselling and cross-selling opportunities
Seniority
Mid-level, hands-on IC
