Client Account Manager

ABOUT COASTAL

At Coastal Payroll Services, we're more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California and nationwide. Driven by human connection, we believe in putting people first and have grown a team that genuinely cares about our clients. We promote a workplace that is fast-paced, fun, and creative. Coastal has proudly earned recognition from leading publications for several consecutive years, including the San Diego Business Journal, Inc. 5000, and Fortune, landing on lists celebrating best places to work and fastest growing private companies. The primary goal of our award-winning team is to have a positive impact on the lives of the clients we are honored to serve. We want our values to shine through every interaction, all conversations, and in every service we provide. We continue to find ways to do more and be better because our clients deserve it.

All team members, wherever they start, have access to our leadership team, which is focused on their success. Through regular one-on-one check-ins and team huddles, we define clear professional goals and strive to meet them together and individually. Coastal nurtures growth for those willing to put in the work. If you're passionate about values, eager to impact the community, and ready to grow personally and professionally you'll be right at home.

Coastal Payroll is currently looking to hire a Client Account Manager to join our HR Elite team, responsible for monitoring, managing and nurturing the business relationship between HR Elite and its clients to increase retention and expand revenue.

WHAT YOU'LL DO

• Participate as needed in the sales process and manage the new client hand-off process to the HRE team
• Establish a regular cadence of meetings with Ownership and/or C-Level contacts at HRE clients to develop and manage relationships
• Manage the NPS survey process by providing updated lists of the appropriate HRE client contacts, monitoring survey results, encouraging participation, and following up on responses to ensure client satisfaction
• Develop a process to proactively address HRE client renewals and drive increased rates
• Understand the isolved platform profile of HRE clients and ensure they are timely educated on isolved's platform, product releases, and beta opportunities
• Influence future lifetime value through product adoption
• Help to drive new business growth through greater client advocacy and reference-ability
• Expand existing client account revenues through up-sells
• Maintain accurate, complete, and timely records and report data as scheduled or requested
• Participate in meetings as requested whether in-person, by phone, or on video chat

WHAT YOU'LL BRING

• Minimum of three years of experience informing a deep understanding of value drivers in recurring revenue business models and service model pricing, financial analysis and business acumen, and HR services and strategies
• Strong interpersonal skills, with the ability to interact positively with different types of client personalities
• High empathy for clients, and a passion for revenue and growth
• Ability to adapt to a fast-paced, constantly evolving business and work environment while managing multiple priorities
• Ability to exhibit professionalism, confidentiality, initiative, and commitment
• Organizational and time management skills, and ability to meet deadlines with quality work

WHAT WE OFFER

• Paid time off - vacation, sick, holidays
• Medical, dental, and vision insurance
• 401 (k) retirement plan with company match
• AFLAC insurance enrollment
• Work from home options
• Employee referral bonus program
• Incredible Culture

Coastal Payroll Services, Inc. is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

Current Openings for Client Account Manager Jobs at Coastal Payroll

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