Client Services Team Lead: Drive Client Success & Ops

Menlo Ventures; Meridian (ID); On-site; USD 72,000 - 77,000; Full time

Job summary

Paylocity in Meridian, ID is seeking a Team Lead for Client Services to guide a team of Account Managers, drive client satisfaction, and coordinate workload. The role emphasizes coaching, performance management, and implementing process improvements while maintaining strong relationships with C-suite clients.

Candidates need a Bachelor’s degree, payroll/finance experience, SQL and Excel, and prior supervisory or project-management capabilities.

Qualifications

• Bachelor’s degree required.
• 2 years payroll, finance, or spend management with client services or support experience.
• Experience in escalations and at-risk client retention.
• Project management experience.
• Proficient in SQL, MS Access or Excel.
• Operations experience.

Responsibilities

• Lead a team of 6–10 Account Managers to ensure service levels are met or exceeded.
• Monitor performance and provide ongoing learning opportunities.
• Work with clients on escalated issues and coordinate cross-team work.
• Identify process improvements and optimize workload across the team.
• Coach, train and mentor Account Managers to sustain client satisfaction.

Skills

Payroll experience

Client services

Escalations

Project management

SQL

MS Access

Excel

Operations experience

Supervisory experience

HRIS experience

Training initiatives

Reporting and metrics

HR data presentation

Education

Bachelor’s Degree

Tools

SQL

MS Access

Excel

Job description

Paylocity in Meridian, ID is seeking a Team Lead for Client Services to guide a team of Account Managers, drive client satisfaction, and coordinate workload. The role emphasizes coaching, performance management, and implementing process improvements while maintaining strong relationships with C-suite clients.

Candidates need a Bachelor’s degree, payroll/finance experience, SQL and Excel, and prior supervisory or project-management capabilities.