Client Services Lead (Remote)

At the company, we believe benefits should be easy for everyone. We combine intelligent technology with human expertise to help organizations anticipate needs, simplify complexity, and create better experiences for employees and HR teams alike. Our people-first culture is built on innovation, accountability, and a shared commitment to delivering meaningful outcomes for the clients and communities we serve. Every role at the company contributes to our mission of helping people thrive through benefits experiences that are smarter, simpler, and more human.

Join the company, where we redefine excellence in benefits administration and client service. We're looking for a Client Services Lead with a strong background in account management to be the driving force behind our client relationships. You'll be the everyday hero, ensuring our clients receive the company experience with a seriously delightful touch. If you're a passionate professional who thrives on delivering exceptional service, we want you on our team!

This is a 100% work-from-home opportunity!

The Role

• Act as the primary liaison between our clients and production teams, ensuring clear communication of goals, objectives, and timelines.

• Conduct and manage client calls and provide comprehensive new client administrator training.

• Maintain all client documentation, including Standard Operating Procedures and process-related materials.

• Stay updated on product releases, updates, and system functionalities through ongoing educational opportunities.

• Collaborate with clients on product updates and provide consultation as needed, partnering closely with the Client Success Leader.

• Deliver clear communication on system functionalities, industry news, project initiatives, and resolution activities.

• Drive continuous improvement in service delivery across all teams to maintain high-quality service standards.

• Coordinate Annual Enrollment activities and proactively engage clients and internal teams on any open items.

• Participate in sales finalist meetings and assist the sales team during prospect visits and services presentations.

• Identify trends and training needs in partnership with internal teams, providing support and expertise to the Service Center team.

• Above all, ensure our clients love us... a lot!

What You Bring

• Preferably a college degree (or equivalent).

• 5+ years of experience working directly with clients in the employee benefits/benefit administration industry.

• Strong project management experience, especially with technology projects, is highly advantageous.

• In-depth understanding of benefit administration and employee benefit programs, and their industry impact.

• Comfortable with technology and adept at navigating systems.

• Ability to troubleshoot issues and navigate Human Capital Management and/or Benefits Administration Systems.

• Experience with Human Resources and HRIS/payroll systems is beneficial.

• Excellent relationship management, project management, and analytical skills.

• Ability to lead client meetings, deliver presentations, and build strong relationships.

• Consultative communication style, providing clients with market insights and tailored solutions.

• Proven ability to collaborate across functional areas to ensure a seamless customer experience.

• Resilience under pressure, particularly during busy periods, with a knack for bringing order to chaos.

• Resourceful problem solver, adept at finding solutions collaboratively.

• Tech-savvy with a willingness to learn new technology and effectively communicate technical concepts to clients.

• Availability to travel up to 10%.

Join us at the company, where your expertise and passion for client service will make a real impact. Apply now to be part of our dynamic team!

The pay range for this position is 70K to 100K per year (pay to be determined by the applicant’s education, experience, knowledge, skills, abilities, balanced against internal equity and competitive market based geographic ranges).

This role is eligible to participate in the quarterly bonus incentive plan.

#LI-HH1

Other Compensation:  If this position is full-time or part-time benefit eligible, you will receive a comprehensive benefits package which can be viewed here: [link for members]

Dear Applicant.

At the company, we take our responsibility to protect our clients, employees, and company seriously and that begins with the hiring process.

Our approach is thoughtful and thorough. We’ve built a multi-layered screening process designed to identify top talent and ensure the integrity of every hire. This includes quickly filtering out individuals who may attempt to misrepresent themselves or act in bad faith.  We also partner with trusted, best-in-class providers to conduct background checks, verify identities, and confirm references. These steps aren’t just about compliance, they’re about ensuring fairness, safety, and trust for everyone involved.

Put simply: we will always confirm that you are who you say you are.  It's just one of the many ways we uphold the standards that matter most, to you, to us, and to the people we serve.

Along the same lines, p lease be aware of recruitment scams. The company does not make job offers outside of our official hiring process or request payment or sensitive personal information.  You will never receive an offer of employment without meeting a hiring authority and having a "live" and face-to-face conversation.

With heart,

The company Recruiting Team

#LI-Remote