Client Experience Advisor

Client Experience Advisor

(Full-Time Florida Travel Required)

Worksite is a Professional Employer Organization (PEO) located in North Port FL. We partner with other businesses to provide a one-stop solution for payroll and employee benefits administration workers compensation safety and HR consulting. We are proud to be recognized by Florida Trend Magazine as one of thebest mid-sized companies to work for in Florida for 9 years in a row based on our employee ratings.

About the Role

Were looking for a relationship-driven Client Experience Advisor to help strengthen and support our client this role you will work alongside each clients primary representativenot as their day-to-day contact but as a strategic partner focused on satisfaction retention and overall service performance.

You will conduct proactive service reviews lead in-person touchpoints support onboarding and help clients navigate key PEO functions including payroll HR benefits and compliance. This role collaborates closely with internal teams to ensure clients receive timely accurate and high-quality service across all areas of our PEO offering.

What Youll Do

• Conduct scheduled outreach service reviews and follow-up meetings to assess satisfaction and identify improvement opportunities.
• Attend in-person client meetings to strengthen relationships gather feedback and reinforce understanding of PEO services and processes.
• Monitor the overall client experience and escalate service issues to appropriate internal teams.
• Partner with Client Service Representatives Payroll Benefits and HR teams to ensure seamless service delivery.
• Review account activity and support metrics to identify trends and recommend process improvements.
• Gather information for informal risk assessments and route details to the appropriate personnel.
• Document all interactions feedback and client needs in CRM systems for internal visibility.
• Support new client onboarding by reinforcing expectations introducing resources and validating early satisfaction.
• Participate in retention efforts including proactive check-ins at key lifecycle milestones.
• Prepare client-facing materials such as service summaries review reports and action plans.
• Maintain a strong understanding of PEO services HR best practices and compliance topics to effectively guide clients.

What Were Looking For

Required

• 2 years of experience in customer service account management or client experience (PEO/HR outsourcing/payroll experience strongly preferred)
• Excellent communication and relationship-building skills
• Ability to lead professional in-person and virtual meetings
• Experience using CRM or client tracking systems
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Willingness and ability to travel for client visits
• Proficiency in Microsoft Office (Word Excel Outlook PowerPoint)

Preferred

• Familiarity with HR payroll benefits administration or compliance
• Experience in a service-heavy or retention-focused role
• Bilingual (English/Spanish) a plus

Work Environment & Physical Requirements

• Primarily office-based environment; hybrid work arrangements may be considered with management approval.
• Frequent travel requiredmostly within Floridaincluding occasional out-of-state/overnight travel.
• Reliable transportation and an acceptable driving record are required.
• Regular use of standard office equipment (computers phones scanners etc.).
• Must be able to lift/move items up to 1 lb regularly and occasionally up to 30 lbs for client materials.

Other Information

This job posting is intended to outline the general nature and key responsibilities of the role. Duties responsibilities and activities may change at any time with or without notice.