Payroll Customer Success Representative Jobs

Computer experience and moderate knowledge of personal computer software applications such as Microsoft programs

Full-time, remote work environment available

Excellent written and verbal communication skills

Starting pay $20/hr. and robust total rewards package

Opportunity for overtime and shift differential pay

People-oriented, with the ability to show empathy and compassion, along with the willingness to be helpful

Strong attention to detail coupled with exceptional time management skills

Knowledge Base Cultivation: Cultivate a comprehensive knowledge base for both internal and external stakeholders, offering self-help opportunities that enhance efficiency.

Experience with CRM software (HubSpot knowledge a plus) and Zoom/video conferencing tools

Excellent written and verbal, communication and interpersonal skills

Health, dental, and vision benefits package

Strategic Portfolio Development: Formulate and oversee the cultivation of client portfolios, fostering relationships built on trust and collaboration.

Manage the entire renewal process, proactively contacting customers ahead of their license expiration.

Previous experience in customer-facing roles related to inside sales, customer success, or a similar role.

Excellent communication and interpersonal skills, with a customer-first mindset.

Ability to manage multiple priorities while maintaining attention to detail.

Location: Remote (only candidates in Oregon, Washington, or Idaho please)

Following up on emails and Zendesk tickets to help answer member questions about Microsoft licensing options.

Manage the onboarding process for new clients and ensure a smooth transition

Collaborate with cross-functional teams to provide the best customer experience possible

Proven experience in customer success or a related field (preferably in the tech startup or Saas space)

Excellent communication skills (verbal and written) and comfort in communicating with clients across all mediums (phone, Zoom and email)

Experience with onboarding and managing a large number of clients simultaneously

Team player- ability to work collaboratively with cross-functional teams and manage multiple projects at once

Manage the onboarding process for new clients and ensure a smooth transition

Collaborate with cross-functional teams to provide the best customer experience possible

Proven experience in customer success or a related field (preferably in the tech startup or Saas space)

Excellent communication skills (verbal and written) and comfort in communicating with clients across all mediums (phone, Zoom and email)

Experience with onboarding and managing a large number of clients simultaneously

Team player- ability to work collaboratively with cross-functional teams and manage multiple projects at once

Show off your product knowledge by conducting demos and customizing solutions to fit each prospect's needs.

Get your sales groove on with Atlas, our sales enablement tool, to manage and crush all your sales activities.

It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.

Think outside the box and join us on our mission to revolutionize the employee experience.

Self-starter with enough creativity and flexibility to pivot on a dime and perform like a rock star even when under pressure.

Build strong partnerships with external influencers like CPAs, Insurance Brokers, and CFPs to tap into a killer referral network.

KEY ACCOUNTABILITIES: 80% - Payroll Processing

• Run, and review audit reports to ensure accuracy of payroll data.

• Perform testing support of payroll system patches and upgrades.

• Document and update departmental policies and procedures as needed.

• Perform various audits and review schedules of employee data.

• Coordinate closely with Payroll Accounting teams.

Knowledge of registration types, brokerage account features, managed account attributes, billing of managed account

Effectively manage incoming chats, emails, and calls

Working knowledge of the securities industry specifically as it relates to back office processing for standard non-retirement accounts

Knowledge and understanding of FINRA/SEC rules and regulations preferred

Knowledge of MMLIS new business workflows, systems, and concepts

Superior telephone and communication skills

Show off your product knowledge by conducting demos and customizing solutions to fit each prospect's needs.

Get your sales groove on with Atlas, our sales enablement tool, to manage and crush all your sales activities.

It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.

Self-starter with enough creativity and flexibility to pivot on a dime and perform like a rock star even when under pressure.

Build strong partnerships with external influencers like CPAs, Insurance Brokers, and CFPs to tap into a killer referral network.

Partner up with internal teams across the biz to ensure seamless delivery of the expectations you set during the sales process.

Show off your product knowledge by conducting demos and customizing solutions to fit each prospect's needs.

Get your sales groove on with Atlas, our sales enablement tool, to manage and crush all your sales activities.

It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.

Think outside the box and join us on our mission to revolutionize the employee experience.

Self-starter with enough creativity and flexibility to pivot on a dime and perform like a rock star even when under pressure.

Build strong partnerships with external influencers like CPAs, Insurance Brokers, and CFPs to tap into a killer referral network.

Work closely with the management team to stay informed about changes or updates in products, policies, and procedures.

Provide professional and accurate responses, demonstrating a high level of knowledge and expertise.

Attend required training and meetings to stay updated on product knowledge, policies, and procedures.

Offer instructions to customers and troubleshooting assistance for websites and other systems.

Strong Communication Skills: Exhibit excellent verbal and written communication skills to effectively interact with customers and convey information clearly.

Hybrid work environment where you get the benefits of flexibility, socialization, and productivity

WHAT WE OFFER YOU: COMPENSATION & BENEFITS

Manage, build and maintain positive relationships with customers by providing prompt, courteous and accurate solutions, recommendations and product information.

Minimum education required: High School Diploma

Minimum of 2 years' experience in a customer service, sales, training, or member retention role.

Experience working with a CRM tool (i.e. Salesforce.)

Experience in MS Office (Word, Excel, PowerPoint, Docs, Sheets and Google Calendar.)

Educate facility staff on pharmacy cost management and advise on preferred medication covered by Medicaid and Medicare Part D.

Educate administrators, DONs and LTC facility staff on pharmacy cost management.

Actively manage customer relationships with assigned facilities to provide ongoing support and ensure customer satisfaction with pharmacy services.

High School education with more than 10 years as a pharmacy technician.

Demonstrated track record of well-developed and effective organizational, leadership, motivational, analytical problem solving and strategic thinking skills.

Must possess a strong knowledge of long-term care pharmacy dispensing systems and document imaging software.

Proven experience and knowledge managing onboarding processes pertaining to business accounts.

High work rate (Self-management) withpersonal accountability.

Provide ongoing education and training to customers to ensure they are maximizing the value of the platform.

Collaborate with internal teams such as Business Development, Product, and Support, to ensure a seamless customer experience.

Strong stakeholder engagement skills with internal and external partners, with a proven record of client retention.

Effective Communications and great interpersonal skills

3-5 years of experience working with Warehouse Management Systems

Provide customers with ongoing support to ensure they have the knowledge needed to navigate the platform effectively.

Assist in maintaining a Knowledge Base of resolutions to common training and customer issues.

Understanding and working knowledge of KPI’s for warehousing facilities

SaaS experience would be a nice to have.

Customer Facing experience and nurturing customer relationships.

Experience with CRM, Marketing automation, Back Office Management, Accounting, and Finance software applications.

You are skilled in technical customer support and have experience working with Software Integrations, APIs, and/or troubleshooting APIs.

Document key data to identify trends and help evolve internal metrics to set new customer experience standards.

You love learning new things, applying your knowledge, and teaching others.

Experience in the residential real estate industry.

Troubleshoot client’s problems and answer their questions.

Full benefits: medical, dental, 401k match

Generous Work from Home and paid time off policies

You earned your stripes (2+ years working with clients, bachelor’s degree)

You thrive in evolving environments

You find satisfaction marking off to-do items

You have a knack for puzzles and identifying patterns

Excellent time management and organizational skills

Use HubSpot and internal processes optimally for all lead management and sales forecasting

Manage the building and upkeep of our customer portals such as new portal creation and accessory additions

Manage our SMB/Batch customer estimate sending and daily repair pickup/drop offs

Prioritize opportunities to provide the best customer experience and ensure 100% satisfaction

1-2+ years of relevant experience in business development or similar customer-facing role, preferably within the technology industry

Bachelor’s Degree or equivalent work experience will be considered in lieu of education requirement, advanced certifications preferred

Computer experience and moderate knowledge of personal computer software applications such as Microsoft programs

Starting salary based upon skills and experience $91,100 - $113,900 plus total rewards package

Relevant domain knowledge (healthcare, EHS, managed care, Medicare, etc)

Full-time, remote work environment available

Excellent written and verbal communication skills

Investigates departmental inquires involving recalculation of overtime, benefits, on-call shift differentials and/or reversal of payments.

Prepares pro-rata benefits changes for the bargaining and non-bargaining units.

Communicates payroll policies and procedures to department managers and other staff members as needed.

Cultivates and maintains an effective working relationship with departments.

Inspiring and fostering an environment of anti-racist behaviors among and between departments and co-workers.

“About the Mount Sinai Health System: