Client Services Lead

Businessolver

full-time

Posted on: 9/5/2025

Origin: • 🇺🇸 United States

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Senior

About the role

Act as the primary liaison between our largest, most complex clients and production teams, ensuring clear communication of goals, objectives, and timelines.
Conduct and manage client calls and provide comprehensive new client administrator training.
Maintain all client documentation, including Standard Operating Procedures and process-related materials.
Stay updated on product releases, updates, and system functionalities through ongoing educational opportunities.
Collaborate with clients on product updates and provide consultation as needed, partnering closely with the Client Success Leader.
Deliver clear communication on system functionalities, industry news, project initiatives, and resolution activities.
Drive continuous improvement in service delivery across all teams to maintain high-quality service standards.
Coordinate Annual Enrollment activities and proactively engage clients and internal teams on any open items.
Participate in sales finalist meetings and assist the sales team during prospect visits and services presentations.
Identify trends and training needs in partnership with internal teams, providing support and expertise to the Service Center team.
Above all, ensure our clients love us... a lot!

Preferably a college degree (or equivalent).
10+ years of experience working directly with large, complex clients in the employee benefits/benefit administration industry.
Strong project management experience, especially with technology projects, is highly advantageous.
In-depth understanding of benefit administration and employee benefit programs, and their industry impact.
Comfortable with technology and adept at navigating systems.
Ability to troubleshoot issues and navigate Human Capital Management and/or Benefits Administration Systems.
Experience with Human Resources and HRIS/payroll systems is beneficial.
Excellent relationship management, project management, and analytical skills.
Ability to lead client meetings, deliver presentations, and build strong relationships.
Proven ability to communicate and collaborate across functional areas to ensure a seamless customer experience.
Resilience under pressure, particularly during busy periods, with a knack for bringing order to chaos.
Resourceful problem solver, adept at finding solutions collaboratively.
Tech-savvy with a willingness to learn new technology and effectively communicate technical concepts to clients.
Availability to travel up to 10%.