Client Onboarding & Success Architect (Uncapped Commission)

American Benefits Company

Provo (UT)

On-site

USD 50,000 - 60,000

Full time

12 days ago

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Benefits offered by this job

Health Benefits
401K
Paid Holidays
PTO
Vision and Dental

Job summary

American Benefits Company is hiring an Implementation & Client Relations Specialist to own the client experience from deal to full implementation and onboarding. You will work with sales and all teams at ABC to ensure a seamless handoff, launch, and ongoing success, checking in at 30, 60, and 90 days and identifying opportunities for additional ABC services.

You’ll be the primary go-to contact for house clients, resolve issues, maintain clear timelines, and help optimize the onboarding process

Qualifications

  • 2+ years in implementation, client onboarding, account management, or client success.
  • Experience in a PEO, payroll, benefits, HR, or insurance environment strongly preferred.
  • Working knowledge of payroll, benefits, or HR processes, and a willingness to learn the rest.
  • Strong project management skills and the ability to manage multiple timelines at once.
  • Excellent written and verbal communication, including explaining complex topics in plain language.
  • Comfort working in CRMs, client portals, spreadsheets, and project tracking tools.
  • Upselling or account growth experience is a plus.
  • PrismHR experience is a plus.

Responsibilities

  • Partner with sales on new client handoffs, gathering what’s needed and setting clear expectations from day one.
  • Coordinate implementation across payroll, benefits, HR, workers’ comp, and accounting so nothing falls through the cracks.
  • Keep new clients informed with clear timelines, next steps, and regular status updates through go-live.
  • Lead 30, 60, and 90-day check-ins to confirm clients are set up correctly and feeling supported.
  • Serve as a go-to contact for house clients, resolving issues or routing them to the right team and closing the loop.
  • Keep accurate, up-to-date documentation of implementation progress, client communications, and open items.
  • Spot recurring bumps in the onboarding process and recommend (and help build) improvements.
  • Identify where house clients would benefit from additional ABC services and present them with a consultative approach.
  • Partner with licensed team members on benefits-related opportunities.
  • Gather client feedback and share insights with leadership to strengthen retention.

Skills

Relationship building
Project management
CRM experience
Communication
Multitasking
Sales/Upselling
Documentation

Tools

PrismHR

Job description

American Benefits Company is hiring an Implementation & Client Relations Specialist to own the client experience from deal to full implementation and onboarding. You will work with sales and all teams at ABC to ensure a seamless handoff, launch, and ongoing success, checking in at 30, 60, and 90 days and identifying opportunities for additional ABC services.

You’ll be the primary go-to contact for house clients, resolve issues, maintain clear timelines, and help optimize the onboarding process

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