Businessolver · 9 hours ago
Client Services Lead (Work Remotely Anywhere in the U.S.)
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $100K/yr
5+ years expBusinessolver is a company that delivers market-changing benefits technology and services. They are seeking a Client Services Lead with a strong background in account management to ensure exceptional client relationships and service delivery.
AccountingFinancial ServicesInformation Technology
Hiring Manager
Heather Hartmann CIR CSSR
Responsibilities
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!
Qualification
Required
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%
Benefits
This role is eligible to participate in the quarterly bonus incentive plan.
If this position is full-time or part-time benefit eligible, you will receive a comprehensive benefits package
Company
Businessolver
Businessolver is an employee benefits administration technology company.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$65.16MKey Investors
Warburg Pincus
2021-12-01Acquired
2018-01-01Private Equity
2014-04-30Series Unknown· $65.16M
Leadership Team
Jon Shanahan
Chief Executive Officer
Sean McMurray
Chief Technology Officer & Founder
Recent News
2025-11-20
2025-10-28
Company data provided by crunchbase