Client Success Manager

Posted 4 Days Ago
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Charlotte, NC, USA
In-Office
Mid level
HR Tech • Information Technology • Professional Services • Software
The Role
Serve as the dedicated account manager ensuring client satisfaction and retention. Conduct regular check-ins, advocate for clients internally, gather feedback, visit client offices, identify improvement opportunities, and track metrics like satisfaction, retention, and revenue growth while coordinating cross-functional teams to resolve issues.
Summary Generated by Built In

A client success manager is exactly how it sounds — an account manager who ensures our clients are happy, taken care of, and thriving. When our clients succeed, Nextep succeeds. If you’re solutions-oriented, enjoy coming up with strategies, and love working with people, you should apply! 

About the role:

  • A day in the life of our client success managers typically includes working closely with other departments to ensure client satisfaction, maintaining client relationships, visiting clients in their offices, and gathering feedback. 
  • Monitor client satisfaction and engagement, proactively identifying opportunities for improvement and taking action to address issues or concerns
  • As our clients' dedicated account manager, you’ll advocate for their continued success with Nextep as a partner. 
  • Conduct regular check-ins and meetings with clients to understand their HR needs, address concerns, and provide proactive support and guidance
  • Track and report on key performance metrics, including client satisfaction, retention, and revenue growth, to measure the success of client relationships
  • Ideally, you’re a rockstar communicator, because you’ll often be the liaison between our clients and their service teams at Nextep.

Requirements

About you:

  • You have a strong heart for the best customer experience.
  • Ideally, a bachelor’s degree is something you’ve crossed off your list.
  • You have experience in successfully working with challenging high-level officials within organizations.
  • You have a high school diploma or equivalent.

Benefits

About benefits:

  • 100% paid health, vision, and dental insurance for employees 
  • Up to 12 weeks of paid parental leave
  • 401(k) matching
  • CSM Bonus
  • Employer paid telehealth services, including mental health resources

About us: 

Nextep has four values that you’ll find in our employees and our clients: people, transparency, entrepreneurial spirit, and celebrating success. Our people are the core of our business, so we believe in lifting them up, celebrating their accomplishments, and hiring great coworkers for them.

We are a Professional Employer Organization (PEO), we work hand-in-hand with small and mid-sized companies to provide HR services including payroll, benefits, human resources, risk & compliance, and more. Last but not least, Nextep is a certified Great Place To Work!

“There are so many things to love about working at Nextep! The people, the culture, the latte machine. But mostly that Nextep makes sure we are well taken care of and I’ve never been proven otherwise.”

-Elybeth, Client Success

Skills Required

  • High school diploma or equivalent
  • Experience working with challenging high-level officials within organizations
  • Strong commitment to delivering excellent customer experience
  • Bachelor's degree
  • Excellent communication and liaison skills with internal teams and clients
  • Experience in client relationship or account management, including onsite client visits and feedback gathering
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The Company
322 Employees

What We Do

Nextep is an industry-leading, IRS-certified Professional Employer Organization (PEO) that provides comprehensive human resources solutions to small and medium-sized businesses nationwide. Their services include payroll, benefits administration, risk management, and compliance support. Nextep also develops proprietary technology, such as the Elevate by Nextep mobile app, to streamline HR processes, empower employees, and provide business leaders with valuable data insights to help them manage their workforce effectively.

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