Client Relations Specialist

Position Summary

The Client Relations Specialist (CRS) manages a boutique to midsize book of client service centric businesses with templated HR needs. The CRS is responsible for being an advocate for the clients as well as the internal departments from the time of completion of the client onboarding through the maintenance and retention process as well as utilizing the tools provided to increase adoption rates of products and services and increase client retention rates.

Essential Duties and Responsibilities

The essential functions include but are not limited to the following

Responsible for acting as a liaison between client and internal operations to ensure a positive working relationship with assigned book of clients

Run point on following client retention processes to retain at risk relationships

Work with internal teams client and agent to achieve a high rate of client retention

User setup and training of our client facing webbased payroll and custom reporting software

Work proactively to facilitate solutions as challenges present themselves

Maintain open communication regarding clients with the necessary internal teams

Assist in the tracking and completion of team projects and initiatives

Review weekly reports to assist with client retention efforts

Review monthly reports to analyze trends

Track client repricing requests to ensure timely responses

Analyze data and review procedures and policies to determine answers to clients questions

File and maintain client records

Coordinate the resolution of client issues

Perform administrative support tasks as needed by the Client Relations team

Process and prepare memos correspondence or other documents

Schedule appointments and maintain and update appointment calendars

Act as support for their respective region when team members are traveling

Oversees the operational structural needs of the client to ensure data integrity

Nurture relationships with business owners client company contacts marketing agents and internal staff and departments

Escalate and resolve areas of concern as raised by clients or internal departments

Monitor company performance against service level agreements and flag potential issues

Interact with clients to gain knowledge of their business model and drivers HR practices goals and objectives

Assist with the execution of the service plans by evaluating progress of activities and service requests

Collaborate with internal departments to ensure seamless delivery of services to clients. Gather and distribute voice of customer feedback to appropriate internal departments

Build crossfunctional partnerships to address issues and manage escalations. Leverage internal relationships to identify opportunities trends and process improvements

Successfully manage client expectations in a fastpaced environment

Introduce and drive adoption of new products and services to client

Assist in announcing to clients changes in compliance using various communication formats

Act as part of a team to continually develop and create improved processes and procedures

Performing annual deliverables client reviews

Responsible for providing online HR guidance and templated HR deliverables such as handbooks wage and hour job descriptions learning management and other federal and state mandates

Travel (local and long distance) may be required to meet with clients face to face or meet via telephone on a scheduled basis as determined by size of client to ensure they are receiving great service and are taking advantage of and utilizing products and services offered.

Knowledge Skills and Abilities

Able to efficiently organize work activities to meet daily and weekly deadlines to meet/exceed expected sales goals

Practice excellent communication (verbal and written) skills

Strong organizational skills: Must be able to demonstrate time management skills and can prioritize and identify critical tasks along with problemsolving skills

Able to juggle return calls and emails quickly and efficiently

Detail oriented

Be selfmotivated but able to also work alongside a team

Customer service driven and able to get along and develop relationships with an array of clients in different industries and with varying personality types

Must be driven hardworking and personable

Critical thinking skills and a high level of emotional intelligence required

General working knowledge of Microsoft Office if preferred

Education & Experience

High School graduate or equivalent required

4year college degree or equivalent work experience preferred

23 years of experience in a professional office environment. Previous experience in account management a call center PEO payroll taxes benefits human resources or equivalent is a bonus

PrismHR is a fastpaced SaaS company which provides customers with a cloudbased payroll process software application. PrismHR also provides professional services including system implementation consulting custom configurations and training. Lastly via the Companys Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHRs Marketplace Partners.

Diversity Equity and Inclusion Program/Affirmative Action Plan:
We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR we strive to continually lead with our values and beliefs that enable our employees to develop their potential bring their full self to work and engage in a world of inclusion.

Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We arent just checking a box we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse inclusive and authentic workplace so if youre excited about our roles but your past experience doesnt align perfectly with every qualification in the job description we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally underrepresented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all.

As a proud Equal Opportunity and Affirmative Action Employer PrismHR encourages talent from all backgrounds to join our team. Employment decisions are based on an individuals qualifications as they relate to the job under consideration. The Companys policy prohibits unlawful discrimination based on sex (which includes pregnancy childbirth breastfeeding or related medical conditions the actual sex of the individual or the gender identity or gender expression) race color religion including religious dress practices and religious grooming practices sexual orientation national origin ancestry citizenship marital status familial status age physical disability mental disability medical condition genetic information protected veteran or military status or any other consideration made unlawful by federal state or local laws ordinances or regulations.

The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company including supervisors and coworkers.

Privacy Policy: For information about how we collect and use your personal information please see our privacy statement available at provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability you may use the following alternative email address to contact us about your interest in employment at PrismHR: Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a followup response.

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