Client Success Manager

Nextep; Charlotte (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, vision, and dental insurance (

401(k) matching

CSM Bonus

Parental leave (up to 12 weeks)

Telehealth services

Job summary

Nextep is seeking a Client Success Manager who will ensure our clients are happy, taken care of, and thriving. You’ll work with multiple departments to maintain relationships, visit clients, and gather feedback, ensuring their HR needs are met with proactive guidance.

The role emphasizes communication, client advocacy, and data-driven reporting to drive satisfaction, retention, and growth while acting as the primary liaison between clients and Nextep’s service teams.

Qualifications

• Strong commitment to delivering excellent customer experience.
• Bachelor's degree preferred.
• Experience engaging with high-level officials within organizations.
• Ability to build and maintain relationships across departments.

Responsibilities

• Collaborate with other departments to ensure client satisfaction and relationships.
• Monitor client satisfaction and engagement; proactively identify improvements.
• Advocate for clients as their dedicated account manager at Nextep.
• Conduct regular check-ins to understand HR needs and provide proactive support.
• Track and report on client KPIs like satisfaction, retention, and revenue growth.
• Serve as the liaison between clients and Nextep service teams.

Skills

Customer experience

Communication

Stakeholder management

Education

Bachelor's degree

High school diploma or equivalent

Job description

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