Swbc
ClientSuccessSpecialist
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“Client Success Specialist at Swbc. Skills: client success, project management, system demonstrations. Serve as single point of contact for onboarding. Deliver system demonstrations”
What You'll Achieve.
Ensuring a smooth onboarding experience for new clients; Showcasing our solutions in a compelling and client-focused manner
Industry & Context.
troubleshooting; Strategic thinker
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, Substance-Free Workplace, pre-employment drug testing, does not hire tobacco users
What They're Looking For.
Must Have
High school diploma or GED, 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), 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
Nice to Have
Bachelor’s Degree or equivalent work experience, Proficient skills in Prism HR, Kronos and Salesforce, Experience with payroll processing
What You'll Do.
Serve as single point of contact for onboarding
Deliver system demonstrations
Manage implementation of new clients
Manage large system changes/conversions
Support sales efforts through product demonstrations
Collaborate with Sales to tailor demonstrations
Adapt content to audience needs
Lead demonstration process
demo and implementation workflows
Build and maintain client relationships
Ensure smooth transition to operations
Develop and manage project plans
Establish and manage timelines
Coordinate with internal departments
Review processes and procedures
Prepare and communicate implementation progress
Facilitate meetings with clients
Gather and share competitive intelligence
Escalate issues impacting timelines
How You'll Work.
Team & Collaboration
Collaborate with Sales; Coordinate with internal departments; Work collaboratively in a fast-paced team environment; Communicate progress to internal teams
Communication Scope
Exceptional verbal and written communication skills; Persuasive presentation abilities
Process & Methodology
Develop and manage project plans, Establish and manage timelines, Manage implementation of new clients, Manage large system changes/conversions
Full Job Description
SWBC is seeking a talented individual to serve as the single point of contact for both onboarding new clients and delivering system demonstrations. This individual will manage the implementation of new clients and large system changes/conversions, while also supporting sales efforts through tailored product demonstrations. The ideal candidate will possess strong project management skills, technical aptitude, and a passion for delivering exceptional client experiences. **Why you 'll love this role:** In this role, you will contribute to the success of the company by ensuring a smooth onboarding experience for new clients and by showcasing our solutions in a compelling and client-focused manner. You will be part of a collaborative, engaged, and high-performing team that values innovation, growth, and excellence in service delivery. **Essential duties include the following:** * 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
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