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SWBC

Client Success Specialist I

SWBC

Client Success Specialist managing onboarding and system demonstrations for SWBC clients. Collaborating with sales for tailored product demonstrations and supporting implementations.

Posted 5/21/2026full-timeBulverde • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact
  • Collaborate with Sales to tailor each system demonstration to the client’s specific needs, ensuring alignment with their goals and priorities.
  • Delivers demonstrations remotely and on-site, adapting content to audience needs.
  • Leads the demonstration process from request through post-demo review using best practices.
  • Continuously improves scripts, demo and implementation workflows to enhance client engagement.
  • Build and maintain client relationships before, during, and after implementation and demonstrations.
  • Serves as the single point of contact for new clients during onboarding and implementation and ensures a smooth transition to operations.
  • Develop and manage project plans for client implementations and system conversions.
  • Establishes and manages timelines for implementations and demonstrations.
  • Coordinates with internal departments (HRIS, Payroll, Benefits, etc.) to develop business and data mapping requirements.
  • Review all processes and procedures with clients and internal staff for system conversions.
  • Prepares and communicates implementation progress to internal teams and clients.
  • Facilitates meetings with clients and internal stakeholders to ensure alignment and progress.
  • Gather and share competitive intelligence.
  • Escalates issues impacting implementation timelines to key stakeholders.
  • Performs all other duties as assigned.

Requirements

What you’ll need
  • High school diploma or GED required; Bachelor’s Degree or equivalent work experience preferred.
  • Minimum of two (2) years of experience in project management and customer service.
  • Proficient in Microsoft Project, Adobe Acrobat, and Microsoft Office (Outlook, Word, Excel).
  • Strong troubleshooting, organizational, and multi-tasking skills.
  • Exceptional verbal and written communication skills, with persuasive presentation abilities.
  • Ability to assist with complex, customer-facing software implementations.
  • Technical aptitude and proficiency in web technologies and operating systems.
  • Ability to work independently and collaboratively in a fast-paced team environment.
  • Strategic thinker with the ability to understand and respond to client organizational needs.
  • Able to travel locally or nationally by car or plane.
  • Able to sit for long periods, stand, stoop, kneel, and lift up to 20 lbs.

Benefits

Comp & perks
  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
project managementcustomer servicetroubleshootingorganizational skillsmulti-taskingpresentation skillssoftware implementationstechnical aptitudeweb technologiesoperating systems
Soft Skills
verbal communicationwritten communicationstrategic thinkingclient relationship managementcollaborationadaptabilityproblem-solvingattention to detailtime managementpersuasion
Certifications
Bachelor’s DegreeGED