Client Success Consultant

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

📋 Description

• Assist Client Success Supervisors in managing a portfolio of both 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 to ensure prompt resolution.

• Monitor client health, identify potential risks, and support initiatives aimed at client satisfaction and retention.

• Collect and document client requirements along with business needs.

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

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

• Facilitate communication between clients and the Technology, Legal, Product, and Management teams.

• Assist in managing E-Verify compliance, notifications, and client communications.

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

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

• Support QBRs, MCRs, ABRs, and other client reporting activities.

• Participate in User Acceptance Testing, validate enhancements, and document testing outcomes.

• Maintain client-facing and internal user guides, training materials, and knowledge base content.

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

⛳️ Requirements

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

• Ideally, 4-5 years of experience in the I-9 domain.

• Comprehensive knowledge of I-9 procedural requirements and client processes.

• Exceptional client service orientation, meticulous attention to detail, and a drive to achieve high productivity.

• Proficient in Microsoft’s suite, ServiceNow, GSuite, etc.

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

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

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

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

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

🏝️ Benefits

• 22 PTO days plus Federal holidays.

• Medical, Dental, and Vision plans, along with FSA & HSA options.

• 401K plan with company matching contributions.

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