Senior Client Services Lead (Remote)
Core
Day-to-day liaison between clients and production teams, managing client calls, training, documentation, and service delivery in the employee benefits industry.
Role type
Senior Client Services Lead
Builds
Client service programs and seamless experiences for employee benefits clients
Domain
Employee benefits / HR technology
Deliverable
client delivery
Required skills
Account management, client relationship management, project management, stakeholder engagement, consultative communication, problem solving, presentation skills, adaptability to new technology
Preferred skills
Healthcare administration knowledge, HRIS/payroll system knowledge, Annual Enrollment process expertise
Technologies
HRIS, payroll systems, SaaS platforms
Responsibilities
Serve as primary point of contact for clients; manage and facilitate client calls and new administrator training; maintain client documentation including SOPs; educate clients on product updates and system functionality; coordinate Annual Enrollment activities; partner with sales team on prospect visits and presentations; drive continual improvement of service delivery.
Seniority
Senior, hands-on IC