Paychex

Client Advocate

Paychex

full-time

Posted on:

Location Type: Remote

Location: Remote • Arizona • 🇺🇸 United States

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Salary

💰 $22 - $24 per hour

Job Level

JuniorMid-Level

About the role

  • Develop and nurture strong relationships with assigned clients, serving as their trusted advisor and advocate within the organization
  • Act as the primary point of contact for client inquiries, concerns, and escalations, working collaboratively with internal teams and/or the assigned Account Manager to address issues promptly and ensure timely resolution
  • Execute strategic account plans with assigned Account Manager to drive customer retention, upsell opportunities, and revenue growth, leveraging your understanding of client goals and challenges
  • Maintain regular communication with clients through various channels, including phone calls, emails, and in-person meetings, to provide updates, gather feedback, and strengthen relationships – with the goal of responding to all emails within 4 business hours
  • Stay informed about our products, services, and industry trends to effectively educate clients on new offerings and opportunities for business optimization
  • Collaborate closely with internal teams, including sales, marketing, implementation, and customer success, to ensure a seamless client experience and alignment on client priorities
  • Identify opportunities for process improvements, product enhancements, and service innovations based on client feedback and market trends
  • Other duties as assigned

Requirements

  • High School Diploma or GED
  • Bachelor’s degree in business administration, Marketing, or a related field preferred
  • Experience in customer service/success or a related role, with a proven track record of success
  • Two (2) years of experience working in background industry
  • Proven experience in account management or customer service roles, preferably in a B2B environment
  • Exceptional interpersonal and communication skills, with the ability to build rapport and credibility with clients at all levels of the organization
  • Strong problem-solving abilities and a proactive approach to addressing client needs and challenges
  • Strategic thinking and the ability to develop and execute account plans to drive business results
  • Proficiency in CRM software, Microsoft Office Suite, and other relevant business tools
  • Commitment to delivering exceptional customer service and maintaining high standards of professionalism and integrity
  • Flexibility to adapt to changing client demands and business priorities
  • Exceptional presentation skills, written and verbal skills and strong listening skills
Benefits
  • Medical (with company contribution)
  • HSA (with company contribution)
  • Dental (with company contribution)
  • Vision
  • Employer paid Life Insurance and Long-Term Disability
  • Short-Term Disability
  • 401(k) (with company match)
  • Paid holidays
  • Paid time off (PTO)
  • Sick Time
  • Pet insurance

Applicant Tracking System Keywords

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

Hard skills
account managementcustomer servicestrategic account planningproblem-solvingbusiness optimizationprocess improvementservice innovation
Soft skills
interpersonal skillscommunication skillsstrategic thinkingflexibilitypresentation skillslistening skillsproactive approachrapport buildingcredibility
Certifications
High School DiplomaGEDBachelor’s degree in business administrationBachelor’s degree in Marketing