Client Success Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist Client Success Supervisors in overseeing a mix of standard and premium clients.

• Aid in client implementations, onboarding processes, and ongoing account management duties.

• Act as a secondary contact for client inquiries and operational issues.

• Coordinate internal resources and follow up on client requests.

• Monitor client health, identify potential risks, and support initiatives focused on client satisfaction and retention.

• Collect and document client requirements and business needs.

• Convert client requirements into procedures, support workflows, and operational instructions.

• Maintain documentation specific to clients, including policies, playbooks, and service guides.

• Facilitate communication between clients and internal teams such as Technology, Legal, Product, and Management.

• Assist with E-Verify compliance management, notifications, and client communication.

• Track compliance-related activities and escalate issues as necessary.

• Prepare meeting agendas, materials, minutes, and follow up on action items.

• Support Quarterly Business Reviews, Monthly Client Reviews, Annual Business Reviews, and other client reporting activities.

• Engage in User Acceptance Testing initiatives and document testing outcomes.

• Maintain and update user guides, training materials, and knowledge base content.

• Promote the adoption of new processes, products, and features.

⛳️ Requirements

• Bachelor’s degree, Associate’s degree, or professional certification is preferred.

• A minimum of 3 years of experience in the I-9 domain.

• Strong understanding of I-9 procedural requirements and client processes.

• A client service-oriented mindset and keen attention to detail.

• Proficiency in using Microsoft’s suite, ServiceNow, GSuite, and similar tools.

• Capability to manage multiple tasks in a fast-paced environment with competing priorities.

• Excellent written and verbal communication skills, including proofreading, drafting coherent text, and avoiding grammatical errors.

• Ability to foster a positive work atmosphere, collaborate effectively, and encourage teamwork.

• Successful completion of the Firm’s pre-employment screening process.

• Legal authorization to work in the location of the offered position.

🏝️ Benefits

• 22 PTO days plus Federal holidays.

• Medical, Dental, and Vision insurance options.

• Flexible Spending Account (FSA) and Health Savings Account (HSA) plans.

• 401K plan with company matching contributions.

• Opportunities for training, development, and long-term growth.