Acrisure · 5 days ago
Client Manager, Payroll and HCM Retention
100 East Main Street - OKLAHOMA CITY, OK
Full-time
Onsite
Mid LevelAcrisure is a company focused on building a community where people can grow and thrive. They are seeking a Client Manager for Payroll and HCM Retention who will be responsible for cultivating client relationships, achieving retention metrics, and managing customer complaints while ensuring customer satisfaction.
Financial ServicesInsuranceInsurTech
Responsibilities
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 performs cost analysis. Negotiates directly with customers using consultative conversations to retain accounts and maximize revenue potential
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
Ensures 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
Qualification
Required
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 performs cost analysis
Negotiates directly with customers using consultative conversations to retain accounts and maximize revenue potential
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
Ensures 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
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
Founded in 2005
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2025-12-08
Company data provided by crunchbase