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Paper Trails · 6 days ago

Client Services Manager

Kennebunk, ME

Full-time

Hybrid

Mid Level

Paper Trails is a payroll company seeking a Client Services Manager to expand and protect client relationships. The role involves developing an account management program, managing client interactions, and ensuring high-quality client experiences.

AccountingBookkeeping and PayrollHuman Resources

Hiring Manager

Sue MacArthur

Responsibilities

Develop an account management process to manage and protect client relationships and improve client outcomes

Manage relationships with assigned clients and maintain regular contact

Identify potential service or client experience concerns from clients or internal team members and tap into appropriate resources to resolve problems and improve client outcomes

Engage with the team to identify opportunities to improve the ongoing client experience

Protect Paper Trails from potential loss of revenue due to client attrition

Continually assess whether the services provided to clients fully meet their needs and seek out opportunities to upsell and cross-sell

Conduct demonstrations of products and services such as timekeeping, new employee onboarding, benefits administration, expense management, and HCM features of the software

Provide basic troubleshooting assistance to clients and escalate to internal resources when necessary

Make referrals to outside strategic partners when client needs cannot be met internally

Qualification

Customer service skillsCommunication skillsPresentation skillsWindows Operating SystemMicrosoft OutlookMicrosoft TeamsMicrosoft WordMicrosoft ExcelSales experienceFinancial accounting backgroundHuman resources degreeProblem-solving