Coastal Payroll · 1 month ago
Client Success Account Executive
San Diego, CA, United States, 92123
Full-time
Hybrid
Mid Level
$35/hr - $38/hrCoastal Payroll is a leading provider of human capital management services headquartered in Southern California. The Client Success Account Executive will manage a portfolio of large enterprise key accounts, focusing on client satisfaction, engagement, and retention while serving as a key point of contact for clients to ensure they realize value from Coastal Payroll's products and services.
FinanceFinancial ServicesHuman Resources
Responsibilities
Develop and execute a comprehensive engagement and communications strategy across assigned client portfolio
Make data-driven decisions to mitigate risk and drive retention
Serve as a strategic partner, guiding clients to increased product adoption and effectively utilize Coastal Payroll's products and services
Develop essential relationships with key decision makers
Perform Account Reviews, including on-site meetings whenever possible
Serve as point for strategic planning, cross department projects and issue resolution
Build relationships across internal teams including, HR Elite, Sales, Client Support, Product and Training as a catalyst for continuous improvement and client advocacy
Meet or exceed retention targets and other quarterly goals
Other duties and projects as assigned
Qualification
Required
An exemplary history of managing large client relationships with a focus on client success
Ability to develop and manage C-suite relationships
Excellent communication skills and a knack for building relationships and providing industry leading client service
The ability to deal with ambiguity and solve problems with a critical, objective lens
Project Portfolio Management (PPM) knowledge and experience
The ability to respectfully challenge and drive meaningful change with clients
Broad business acumen with a strategic mindset
A big picture vision and the drive to independently execute to achieve success
Preferred
Experience in Payroll industry preferred
HR industry preferred
Benefits
Paid time off - vacation, sick, holidays
Medical and dental insurance
401 (k) retirement plan with company match
AFLAC insurance enrollment
Hybrid work schedule
Employee referral bonus program
Quarterly bonding events
Quarterly volunteer events
Medical, Dental, Vision, 401K, Vacation, Holidays, Sick Leave, Hybrid (PST Zone)
Company
Coastal Payroll
Coastal Payroll provides employers with a full suite of human resource management services.
Founded in 2007
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jonathan Gallagher
CEO
Yira Coleman
Director of Channel Partnerships
Recent News
San Diego Business Journal
2025-05-23
San Diego Business Journal
2024-05-23
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