Client Manager, Payroll and HCM Retention
Acrisure Trade Credit, Oklahoma City, Oklahoma, United States, 73116
Overview
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Collaborate with strategic partners to identify at-risk accounts and execute mutually‑agreeable strategies to retain/grow relationships. Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio. Interpret competitor offers/quotes and perform cost analysis. Negotiate directly with customers using consultative conversations to retain accounts and maximize revenue potential. Responsibilities
Respond quickly and effectively to all requests for account reviews, escalated customer issues, product information, account terminations, reimbursements, etc. whether from internal or external customers. Stay current on Heartland Payroll service offerings and important industry changes in order to assign appropriate solutions to customer requests. Identify product offerings for existing customers and suggest additional products that may benefit a customer’s business. Answer inbound calls from customers and resolve inquiries. Manage and resolve customer complaints while providing excellent service and follow-up interactions. Ensure alignment with sales or service teams to ensure customer satisfaction. Identify triggers for attrition and represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to customers, teammates and leadership. Maintain compliance standards for Salesforce records and detailed documentation of client status and interactions. Display a commitment to receiving necessary coaching for continuous improvement and team development. Qualifications / Requirements
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Experience maintaining Salesforce records and detailed documentation of client status and interactions. Ability to interpret offers/quotes, perform cost analysis, and negotiate with customers using consultative conversations to retain accounts and maximize revenue potential. Strong client relationship management, communication, and problem-solving skills. Benefits
Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program; and a Calm app subscription. Financial Wellness: 401(k) with immediate vesting; Health Savings Account and
Flexible Spending Account options; commuter benefits; and employee discount programs. Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! Note: This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Equal Opportunity
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Privacy & Recruitment
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
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Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs. Collaborate with strategic partners to identify at-risk accounts and execute mutually‑agreeable strategies to retain/grow relationships. Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio. Interpret competitor offers/quotes and perform cost analysis. Negotiate directly with customers using consultative conversations to retain accounts and maximize revenue potential. Responsibilities
Respond quickly and effectively to all requests for account reviews, escalated customer issues, product information, account terminations, reimbursements, etc. whether from internal or external customers. Stay current on Heartland Payroll service offerings and important industry changes in order to assign appropriate solutions to customer requests. Identify product offerings for existing customers and suggest additional products that may benefit a customer’s business. Answer inbound calls from customers and resolve inquiries. Manage and resolve customer complaints while providing excellent service and follow-up interactions. Ensure alignment with sales or service teams to ensure customer satisfaction. Identify triggers for attrition and represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to customers, teammates and leadership. Maintain compliance standards for Salesforce records and detailed documentation of client status and interactions. Display a commitment to receiving necessary coaching for continuous improvement and team development. Qualifications / Requirements
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership. Experience maintaining Salesforce records and detailed documentation of client status and interactions. Ability to interpret offers/quotes, perform cost analysis, and negotiate with customers using consultative conversations to retain accounts and maximize revenue potential. Strong client relationship management, communication, and problem-solving skills. Benefits
Physical Wellness: Comprehensive medical, dental, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time. Mental Wellness: Generous paid time off and holidays; Employee Assistance Program; and a Calm app subscription. Financial Wellness: 401(k) with immediate vesting; Health Savings Account and
Flexible Spending Account options; commuter benefits; and employee discount programs. Family Care: Paid maternity and paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage. … and so much more! Note: This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location. Equal Opportunity
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com. Privacy & Recruitment
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice. Welcome, your new opportunity awaits you.
#J-18808-Ljbffr