Client Success Specialist

A.E. Perkins

Client Success Specialist managing Ameriflex benefits-client onboarding and renewals. Delivering white-glove service, resolving issues, and strengthening client retention.

Posted 9/4/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and account management, with a strong focus on delivering personalized service and maintaining compliance with HIPAA regulations. Proficient in process improvement and data management to enhance client satisfaction and retention.

Highest-signal resume keywords

Client OnboardingAccount ManagementHIPAA ComplianceMicrosoft ExcelProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingAccount ManagementBenefits AdministrationData ManagementProcess ImprovementMicrosoft ExcelClient Record ManagementIssue ResolutionRegulatory ComplianceWeb-Based Program Navigation

Soft Skills

Proactive Client ServiceStrong CommunicationOrganizational SkillsAttention to DetailComposure Under Pressure

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Client ExperienceRetentionStakeholder EngagementAmeriflex ProductsSensitive Information Handling

About the role

Key responsibilities & impact

Serve as the main point of contact during onboarding of new clients and renewal of existing accounts.
Deliver proactive, personalized, white-glove client service and anticipate client needs.
Build and maintain relationships with Plan Administrators, Brokers, and other key stakeholders to support retention and growth.
Follow structured onboarding and renewal processes and standard operating procedures.
Educate clients on systems, tools, policies, best practices, products, and services.
Own client issues from start to finish and support escalated onboarding or renewal issues.
Maintain organized, accurate, and current client records and process documentation.
Collaborate with Sales, Client Experience, and Operations to execute business plans and ensure seamless client experiences.
Handle sensitive client information confidentially and ensure HIPAA and regulatory compliance.
Identify process improvements in onboarding and renewal workflows.
Perform additional duties assigned by the Client Experience Manager.

Requirements

What you’ll need

Bachelor’s Degree from an accredited institution required.
3+ years of account management experience preferred, with a demonstrated focus on onboarding, renewal, or customer success roles.
Experience in Benefits Administration or a related field preferred.
Intermediate to advanced skills in Microsoft Excel and other data management tools preferred.
Clear understanding of Ameriflex products and how they work.
Ability to provide proactive and personalized client service and anticipate client needs.
Strong ability to resolve issues efficiently and independently.
Superior written and verbal communication skills.
Highly organized, with strong attention to detail and ability to manage multiple tasks and maintain comprehensive client records.
Ability to remain composed and efficient in a fast-paced, high-pressure environment.
Skilled in navigating multiple web-based programs and learning new tools and systems.
Motivation to achieve individual and team goals related to client satisfaction and retention.
In-depth understanding of HIPAA regulations and best practices for handling sensitive information.
Experience identifying process improvements and implementing changes to streamline workflows.
Ability to travel as needed, ideally once per year, for client relationship initiatives and onboarding events.

Benefits

Comp & perks

Medical Insurance
Vision Insurance
Dental Insurance
401(k) Matching
Flexible Spending Accounts
Health Savings Accounts
Disability & Life Insurance
Employee Assistance Program
LegalShield
ID Shield
Commuter Reimbursement Plan
Tuition Reimbursement
Bonus Pay – Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly.
Wellable membership
Telescope Health (telehealth) through Accresa
Intellect (mental health) application
Employee engagement activities, including voluntary events, raffles, book club, and more!