Client Success Manager

Posted 8 Days Ago
Be an Early Applicant
Hamlin, NY
3-5 Years Experience
Financial Services
The Role
Client Success Manager at Bangor Payroll responsible for onboarding and supporting clients on UKG Workforce Ready solutions. Lead a team of Client Success Consultants, develop client training programs, and ensure positive client experiences. Provide strategic leadership, build relationships, and drive process improvements within the department. Responsible for managing daily operations, training new employees, and engaging with clients to meet their needs.
Summary Generated by Built In

Bangor Payroll is an exciting division of Bangor Savings Bank which continues to incredible growth! We are looking for a proven leader to join our team of professionals as we introduce and support our clients on our new UKG Workforce Ready Payroll, Time and HR solutions. The Client Success Manager will be instrumental in the development of processes and procedures necessary to successfully onboard new and migrate existing clients to our new solutions, and develop a robust client training program to introduce and educate clients to the multiple suite of products. While leading a team of Client Success Consultants, the Manager will ensure a successful and positive You Matter More experience.
Reporting to the Bangor Payroll Client Success & Solutions Manager, the Client Success Manager is responsible for the monitoring and general oversight of daily operations within the client success team. Acts as a primary point of contact for the team of Client Success Consultants as well as other business partners on matters relevant to positive experiences of our clients on the HCM solution. Performs operational duties, including some that are complex and require strong analytical skills to complete. Ensures efficient, accurate, and timely migration tasks and meets agreed upon deadlines. May train new and/or less experienced employees in migration functions. Meets with customers frequently to ensure we are meeting their needs.
The manager is also expected to provide strategic leadership to the department in an effort to support the overall strategic vision of the business lines we support, as well as the overall vision of the bank. The manager is expected to lead a customer-centric, “You Matter More” approach to client interactions, while maintaining high levels of efficiency and the highest standards of quality.
Acquires, maintains and continually increases knowledge of UKG Workforce Ready solutions. Reviews and recommends process improvements to reduce cost, improve efficiency and/or mitigate risk to the bank. Routinely exercises discretion and independent judgment while performing duties.
In addition, the Client Success Manager will be expected to build strong relationships with other key leaders within Bangor Payroll and the organization. A strong skillset in collaboration, building relationships, and solution based leadership will be required in order to ensure success while involved in issue resolution, project management, and process enhancement.

Key Accountabilities:

Leadership:

  • Responsibility for the management, oversight, and all aspects\ to UKG Workforce Ready solutions
  • Demonstrated follow-through on assignments and issue resolution
  • Provides support, coaching and constructive feedback as applicable
  • Engages in strategic thinking and planning to maximize tactical operations
  • Helps create a culture of continuous improvement both within the department and individuals
  • Provide input in the development of tools and processes to help increase team productivity
  • Demonstrated ability to manage project scope and client expectations
  • Remains mindful of the bigger picture, the larger team, department goals and bank’s strategic plan

Responsibilities:

  • Engage with existing clients to understand their business needs regarding Bangor’s full-suite Payroll, TLM & HCM applications and other bank solutions and upsells as appropriate
  • Lead detailed discovery sessions with customers to determine requirements and success criteria
  • Consistently produce clear, concise status reports
  • Demonstrate confidence and business acumen
  • Recommend industry best practices and lead the customer’s implementation toward the best design and solution that meets their business goals
  • Utilize technical aptitude to configure our software solution to satisfy business requirements
  • Conduct build review sessions with customer and develop pre-deployment customer test program
  • Ensure final go-live is seamless
  • Stay up-to-date on the latest product features, functionality and new releases
  • Work cross-functionally and amongst a team of Client Success Consultants and other department leaders.
  • Report progress to the stakeholders and leadership
  • Continually seek ways to improve the process of delivering UKG solutions
  • Share knowledge to continually improve implementation methodology
  • Provide quality formal and informal documentation with consistent documentation standards

Qualifications

  • Excellent communication and consulting skills and experience mentoring other team members
  • Ability to work in a fast-paced team environment
  • Experience implementing Payroll, HCM and Time & Labor (TLM) software a plus
  • Previous experience with Workforce Ready solutions preferred
  • Demonstrated ability to troubleshoot technical issues
  • Proven ability to configure software
  • SHRM or HRCI (SPHR, PHR) Certification a plus
  • Bachelor’s degree preferred

Customer Experience:

  • Promotes and acts as a leader/mentor in further developing a customer-centric culture and attitude among staff that always puts the customer first.
  • Provides the highest level of service and exemplifies “You Matter More” to each customer.
  • Assists in research and resolution of complex customer complaints/issues.
  • Handles escalated customer situations as applicable.

Compliance and Control:

  • Proactively assists in ensuring that the Bank/department complies with local, state and federal regulations.
  • Proactively researches, analyzes, understands and implements new processes/controls in accordance with new/updated regulations.

General:

  • Interacts harmoniously and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.
  • Conforms to acceptable punctuality/attendance standards as expressed in the Employee Handbook.
  • Performs additional duties as requested.
  • Ability to travel and overnights as needed.

Physical Demands/Conditions Requirements:

  • General office environment.
  • Moderate lifting (to 35 lbs.) required.
  • Moderate reaching, walking, sitting and standing required.

Equipment Used:

  • General office equipment.

External and internal applications, as well as position incumbents who become disabled, must be able to perform the essential functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on an individual basis.

The Company
HQ: Bangor, ME
990 Employees
On-site Workplace
Year Founded: 1852

What We Do

At Bangor Savings Bank, we have a firm belief in the people and communities we serve. That’s why we've lived and worked here for over 171 years, investing in our communities and our people. It's why our employees collectively donate thousands of service-hours every year, and we support hundreds of causes throughout Northern New England and continue to help local organizations energize and enhance the quality of life for its citizens.

By connecting with us, you can expect to hear about many things including our involvement in our communities, events, exciting offerings, and ways we can matter more to you. Before you join the conversation, please take a moment and read our social media guidelines at https://www.bangor.com/guidelines to ensure the best possible experience for everyone.

If you need assistance with an account or have a concern you’d like to discuss, we’re here to help!

Bangor Support
Call us: 1.877.Bangor1 (1.877.226.4671)
Email us: [email protected]
M – F 7:00AM to 7:00PM
Sat 8:00AM to 2:00PM
Sun 9:00AM to 2:00PM

Or visit us at any of our branch locations: https://www.bangor.com/locations

Remember, information posted on Facebook is not secure or encrypted. Never post private personal or account information, whether on our Page or through a message. If you need assistance with your account, please contact us directly.

Member FDIC | Equal Housing Lender

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