The Role
Provides strategic leadership for regional client success teams, overseeing managers, client relationships, retention, renewals, service operations, KPIs, coaching, and organizational development. The role drives client satisfaction, operational efficiency, process improvement, compliance, forecasting, feature adoption, and cross-functional collaboration across a nationwide service structure. Regular onsite attendance is required, with occasional domestic travel for meetings, client visits, events, conferences, and training.
Summary Generated by Built In
• Position: Associate Vice President (AVP) of Client Success — Provides strategic leadership to regional success teams, driving operational excellence, client satisfaction, and organizational efficiency across a nationwide footprint. Oversees managers and high-impact service functions, manages relationships with key clients, and acts as a strategic partner in optimizing processes, strengthening compliance, and enhancing cross-departmental collaboration.
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• Essential Duties and Responsibilities:
• Provide leadership and oversight for all team members within the assigned region, including performance management, KPI monitoring, coaching, and ongoing training and development.
• Collaborate with executive leadership to design, implement, and refine organizational processes, procedures, and strategic initiatives that enhance service operations.
• Manage and cultivate strong relationships with regional clients, acting as a trusted escalation contact and ensuring successful, long-term partnerships.
• Oversee client health and retention efforts, including monitoring weekly trends, consulting on products and services, and ensuring proactive client maintenance.
• Provide leadership to managers, ensuring consistent operational performance and alignment with organizational goals across the nationwide service structure.
• Develop and implement strategies and policies that support operational efficiency, scalability, and service excellence.
• Train, coach, and communicate effectively with departmental employees, ensuring clarity, alignment, and continuous development across the team.
• Collaborate cross-functionally with departmental leaders, mentors, and new clients, contributing to the growth and development of managers and the overall service infrastructure.
• Lead renewal forecasting and pipeline management, ensuring accuracy and visibility into renewal timing, risk, and expansion opportunities.
• Ensure the Client Success team proactively monitors usage, feature adoption, and engagement trends to identify growth and risk signals.
• Regular, on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement.
• Some domestic travel may be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases public transportation.
• Marginal Functions:
• Build, maintain, and promote relationships with team members, peers across disciplines, and other company team members to ensure effective coordination of communications and services affecting clients.
• Assist in organizing and maintaining shared team resources, such as checklists, templates, and reference materials.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.
• Knowledge, Skills, and Abilities:
• Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and build positive working relationships.
• Strong time-management skills, with the ability to prioritize effectively in a fast-paced environment.
• Strong ability to collaborate effectively with internal departments to support seamless operations and workflow coordination.
• Strong work ethic and commitment to teamwork, contributing positively to a collaborative and supportive work environment.
• Sound decision-making abilities, including evaluating complex information and determining appropriate actions.
• Demonstrated ability to maintain strict confidentiality and handle sensitive information with professionalism and discretion.
• Proven leadership skills, including the ability to train, mentor, and develop high-performing teams.
• High level of professionalism, reliability, and enthusiasm, contributing to a positive workplace culture.
• Exceptional attention to detail, including the ability to thoroughly review printed documents and ensure they meet quality and accuracy standards.
• Education & Experience:
• College degree required or at least four (4) years of PEO, ASO, HCM, multistate experience preferred, or an equivalent combination of experience, skills, and education (including other relevant non-traditional degree programs or job training programs).
• At least two (2) years of management experience required.
• Experience in Microsoft Office software (Outlook, Teams, Excel, PowerPoint) and demonstrated ability to learn other applications as needed.
• Required Licenses and/or Certifications:
• Certified Payroll Professional (CPP) preferred.
• Created By: J.Gjika and A.Longo — March 2, 2026 — Version: 1
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Skills Required
- College degree or at least four years of PEO, ASO, HCM, or multistate experience, or equivalent relevant experience, skills, and education
- At least two years of management experience
- Experience with Microsoft Office software, including Outlook, Teams, Excel, and PowerPoint
- Certified Payroll Professional certification
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The Company
