On-Site Lead, Client Services & Operations

AptaChem Consulting LLC; Meridian (ID); On-site; USD 72,000 - 77,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) match

Job summary

Paylocity, located in Meridian, ID, seeks a Lead Client Services to guide a team of Account Managers, ensuring top-notch client satisfaction. You will monitor performance, provide learning opportunities, handle escalated client issues, and coordinate cross-team work, while driving process improvements and coaching teammates.

The role requires experience in payroll/finance client services, strong communication, and leadership skills.

Qualifications

• 2 years payroll, finance, or spend management with client services or support experience
• Successful experience in escalations and at risk client retention efforts
• Proficient in SQL, MS Access or Excel

Responsibilities

• Provide operational initiative, guidance and support across a Client Services Team of Account Managers to ensure outstanding client satisfaction
• Monitor team performance and provide ongoing learning opportunities
• Directly engage with clients on escalated issues and coordinate work across the team
• Identify and facilitate process improvements and workload management for the team
• Lead metrics and reporting to track performance and drive continual improvement
• Coach, train and mentor Account Managers to maintain high service levels

Skills

SQL

MS Access

Excel

Job description

Paylocity, located in Meridian, ID, seeks a Lead Client Services to guide a team of Account Managers, ensuring top-notch client satisfaction. You will monitor performance, provide learning opportunities, handle escalated client issues, and coordinate cross-team work, while driving process improvements and coaching teammates.

The role requires experience in payroll/finance client services, strong communication, and leadership skills.