Client Success Specialist I

SWBC

Client Success Specialist at SWBC managing client onboarding and delivering tailored system demonstrations. Collaborating with sales to ensure exceptional client experiences and successful implementations in a fast-paced team environment.

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

About the role

Key responsibilities & impact

Serve as the single point of contact for onboarding new clients and delivering system demonstrations
Manage the implementation of new clients and large system changes/conversions
Support sales efforts through tailored product demonstrations
Collaborate with Sales to tailor each system demonstration to the client’s specific needs
Deliver demonstrations remotely and on-site, adapting content to audience needs
Lead the demonstration process from request through post-demo review using best practices
Continuously improve scripts, demo and implementation workflows to enhance client engagement
Build and maintain client relationships before, during, and after implementation and demonstrations
Develop and manage project plans for client implementations and system conversions
Establish and manage timelines for implementations and demonstrations
Coordinate 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
Prepare and communicate implementation progress to internal teams and clients
Facilitate meetings with clients and internal stakeholders to ensure alignment and progress
Gather and share competitive intelligence
Escalate issues impacting implementation timelines to key stakeholders
Perform 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 implementationsweb technologiesoperating systemsdata mapping

Soft Skills

verbal communicationwritten communicationstrategic thinkingclient relationship managementcollaborationadaptabilityproblem-solvingattention to detailtime managementteamwork

Certifications

Bachelor’s DegreeGED