Customer Success Manager - Payroll Specialist
Core
Primary point of contact for clients ensuring they achieve maximum value from payroll and benefits products by building long-term relationships and driving adoption.
Role type
Customer Success Manager (Payroll Specialist)
Builds
Payroll-related workflows, integrations, and time-sensitive processes for clients
Domain
Finance / HRIS / Payroll
Deliverable
client delivery
Required skills
CRM proficiency, payroll system knowledge, benefits administration experience, account management, onboarding guidance, business review facilitation, upselling/cross-selling
Preferred skills
Professional services experience in finance/insurance, HRIS platform expertise
Responsibilities
Build and maintain strong customer relationships, serve as main liaison between clients and internal teams, guide customers through onboarding and implementation, support clients through payroll workflows and integrations, monitor customer usage to improve engagement, address client issues with support/product teams, conduct business reviews on performance and ROI, manage client portfolios for retention and growth, maintain accurate CRM records
Seniority
Mid-level, hands-on IC