Client Success Specialist

937-Payroll-1; Dayton (OH); Hybrid; USD 25,000 - 36,000; Full time

Benefits offered by this job

Hybrid Work Model

Medical Insurance

Dental Insurance

Vision Insurance

401k Retirement Plan

Paid Time Off

Major Holidays

Job summary

937 Payroll is seeking a Client Success Specialist to support local business owners with payroll and HR needs, serve as primary contact for assigned clients, and ensure smooth operations. You will respond to questions, resolve routine issues, coordinate updates, troubleshoot problems, and keep clients informed of next steps.

The role emphasizes hospitality, ownership, and proactive service. A minimum 2–5 years of relevant experience and Bachelor’s Degree are required, with a Fundamental Payroll

Qualifications

• 2-5 years of experience solving problems, researching issues, communicating with clients, or working in payroll, HR, accounting, compliance, or customer service.
• Bachelor's Degree required.
• Fundamental Payroll Certification within the first 9 months of employment.

Responsibilities

• Respond to questions and resolve routine payroll and HR issues.
• Coordinate account updates and communicate clearly with clients.
• Troubleshoot problems and ensure clients always know what happens next.
• Identify opportunities to improve payroll practices and prevent issues.
• Follow up with clients to ensure concerns are not forgotten.
• Collaborate with leadership to brainstorm service and process improvements.

Skills

Problem solving

Client communication

Research skills

Attention to detail

Customer service

Education

Bachelor's Degree

Job description

Client Success Specialists at 937 Payroll serve hundreds of area business owners with their human capital management needs impacting thousands of employees. To keep the 937 community running smoothly, Specialists serve as a primary point of contact for assigned clients and help keep their payroll and HR operations running smoothly. You will respond to questions, resolve routine payroll and HR issues, coordinate account updates, communicate clearly, troubleshoot problems, and make sure clients always know what happens next. This role is built around hospitality, ownership, and proactive service. We believe in listening fully, educating rather than blaming, keeping clients informed, and looking for ways to solve problems before they become larger issues. Our clients' needs come first, and our team works together to provide the best service possible.

As a Client Success Specialist, a typical day might include the following:

• Helping a local restaurant owner correct an employee's payroll or direct deposit issue.
• Assisting a technology startup with an off-cycle payroll or account access question.
• Reviewing a debit or credit notice, researching the cause, and explaining the next steps to the client.
• Following up with clients even when there is no new information so they know their concern has not been forgotten.
• Identifying opportunities to improve a client's payroll practices or prevent future issues.
• Brainstorming service and operational process improvements with the 937 Payroll leadership team.

This job might be for you if:

• You enjoy solving problems. You love taking on difficult challenges and finding solutions. You don't get flustered easily. If you don't know the answer, you will research until you find it.
• You like helping people and putting others first. You get a sense of satisfaction in knowing you helped make someone else's day better. You are patient and willing to listen. Teaching someone something new makes you feel warm and fuzzy inside.
• You pay attention to the details. As far as you're concerned, anything worth doing is worth doing right, every single time. You stay focused, pay attention to detail, and nothing falls through the cracks on your watch.
• You think on your feet. You like learning new things, and you can learn quickly. When things change, you know how to roll with the punches.
• You enjoy research and follow-through. You are willing to dig into agency rules, payroll tax issues, notices, and account details.You understand that the first answer is not always the final answer, and you keep working until the issue is resolved.
• You communicate clearly. You write well. You speak eloquently. You have a thirst for knowledge. New technology is exciting. You can explain just about anything to anyone, and you're comfortable communicating in writing and on the phone.
• You are motivated and driven. You volunteer for new challenges without waiting to be asked. You're going to take ownership of the time you spend with us and truly make a difference.
• To land this job, you need to have a min of 2-5 years of experience solving problems, researching issues, communicating with clients, or working in payroll, HR, accounting, compliance, or customer service.

Job Requirements:

• Bachelor's Degree
• Fundamental Payroll Certification (Within the First 9 Months of Employment)

Compensation:

• Hourly Rate
• Additional Pay for Certifications, Overtime & an Annual Bonus
• Paid Time Off, Major Holidays, Floating Holidays
• Hybrid Work Model (Subject to change)
• Medical/Dental/Vision Insurance401k (Retirement) Employer Match