Client Success Manager

Job Summary

Seeking a remote Client Success Manager, the full-time position will manage complex client inquiries, facilitate project coordination, and ensure high-quality customer service through effective communication and relationship-building.

Key responsibilities

• Provide phone and ticket support for complex client inquiries, leveraging expertise across multiple subjects
• Lead operational execution for multi-departmental client requests, monitoring project milestones and delivering status updates
• Document client interactions and deliver best practices to enhance the overall client experience

Required qualifications

• Four years of relevant work experience in payroll, tax operations, or client success
• FPC and/or CPP certification preferred
• Demonstrated experience in delivering high-touch customer service and resolving complex payroll and tax inquiries
• Strong domain knowledge in cloud payroll, tax filings, HR software, and SaaS platforms
• Exceptional follow-through, with prior project management experience considered a plus