Strategic Client Delivery & Adoption Lead

Clarifire; United States; Remote; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Paylocity seeks a Client Delivery Manager to own the CLARIFIRE client relationship, oversee delivery, support, and ongoing adoption for designated clients, and coordinate priorities across internal teams to move initiatives to completion.

The role combines strategic account management with hands-on client support, training, and proactive issue resolution, including leveraging AI tools in a secure, compliant manner.

Qualifikationen

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 3+ years of experience in client delivery, client success, application support, project delivery, business analysis, or related role.
• Proficiency in Microsoft Office (Excel, Word, Outlook, Teams).
• Experience with software applications, workflow or process automation, and ticketing systems preferred.
• Financial Services/Mortgage Industry experience preferred.
• Travel required, approximately 20% annually.

Aufgaben

• Develop and maintain strong client relationships by understanding business objectives, operational challenges, priorities, and use of CLARIFIRE.
• Serve as the overall account owner and central point of contact for client communications, support needs, projects, and escalations.
• Lead recurring client meetings and quarterly account reviews focused on current priorities, the account roadmap, system adoption, and opportunities for improvement.
• Orient and train clients on CLARIFIRE functionality and partner with subject matter experts to maintain user support, training, process, workflow, release, and account documentation.
• Leverage approved AI tools to improve efficiency, quality, and consistency in client communications, documentation, analysis, and other job-related deliverables while following company security and data privacy requirements.
• Identify trends, recurring issues, process improvements, and opportunities for enhancements or additional CLARIFIRE services.
• Monitor account health, open requests, service-level commitments, project status, risks, and dependencies; provide clear updates to client and Clarifire management.
• Maintain complete and current records of client requests, decisions, action items, tickets, and delivery status.
• Coordinate implementations, enhancements, and other client initiatives with Business Analysis, Application Support, Development, Quality Assurance, and Project Management teams to support timely delivery.

Kenntnisse

Client relationships

Communication

Analytical thinking

Multitasking

Self-directed

Presentation skills

Problem solving

Ausbildung

Bachelor’s degree or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft Teams

Ticketing systems

Jobbeschreibung

Paylocity seeks a Client Delivery Manager to own the CLARIFIRE client relationship, oversee delivery, support, and ongoing adoption for designated clients, and coordinate priorities across internal teams to move initiatives to completion.

The role combines strategic account management with hands-on client support, training, and proactive issue resolution, including leveraging AI tools in a secure, compliant manner.