Client Manager, Payroll and HCM Retention

Acrisure

Client Manager retaining payroll and HCM accounts for Acrisure, an insurance and financial services company. Managing at-risk portfolios, customer negotiations, product recommendations, and Salesforce documentation.

Posted 8/4/2026full-timeOklahoma City • Ohio, Oklahoma • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in payroll and HCM client relationships, with a strong focus on cultivating and retaining client relationships while achieving retention metrics and account profitability. Proficient in consultative negotiation, customer complaint resolution, and maintaining Salesforce compliance standards.

Highest-signal resume keywords

Payroll ExpertiseClient Relationship ManagementRetention Strategy ExecutionConsultative Negotiation SkillsSalesforce Compliance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cost AnalysisRetention Metrics AchievementAccount Profitability GoalsProduct RecommendationEscalated Issue Resolution

Soft Skills

Customer Complaint ResolutionCoaching and Team DevelopmentExcellent Service

Tools & Technologies

Salesforce

Industry Keywords

HCMPayroll ServicesClient RetentionAccount Management

About the role

Key responsibilities & impact

Cultivate and retain client relationships through demonstrated expertise and ongoing support
Collaborate with strategic partners to identify at-risk accounts and execute retention and growth strategies
Achieve retention metrics and ensure account profitability within the defined portfolio
Interpret competitor offers and quotes and perform cost analysis
Negotiate directly with customers using consultative conversations to retain accounts and maximize revenue
Respond to account reviews, escalated customer issues, product information requests, account terminations, and reimbursement requests
Stay current on Heartland Payroll service offerings and industry changes to assign appropriate solutions
Identify relevant product offerings and recommend additional products to existing customers
Answer inbound customer calls and resolve inquiries
Manage and resolve customer complaints with excellent service and follow-up
Align with sales and service teams to ensure customer satisfaction
Identify attrition triggers and report portfolio attrition status to leadership
Recommend solutions to customers, teammates, and leadership
Maintain Salesforce compliance standards and detailed client documentation
Participate in coaching for continuous improvement and team development

Requirements

What you’ll need

Candidates should be comfortable with an on-site presence
Demonstrated expertise in payroll and HCM client relationships
Ability to cultivate and retain client relationships
Ability to identify at-risk accounts and execute retention and growth strategies
Ability to achieve retention metrics and account profitability goals
Competence interpreting competitor offers and quotes and performing cost analysis
Consultative customer negotiation skills
Ability to respond to escalated customer issues, product information requests, account terminations, and reimbursement requests
Knowledge of Heartland Payroll service offerings and relevant industry changes
Ability to identify and recommend additional products for existing customers
Customer inquiry and complaint resolution skills
Salesforce record compliance and detailed documentation skills
Commitment to coaching, continuous improvement, and team development
Final candidates must complete post-offer verification processes related to the role and applicable laws

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage