We are seeking a highly experienced and detail-oriented Vice President of Client Success to join our team. This role is critical to our organization’s success in responding to client requests, managing escalations, and ensuring seamless migrations for PEO/payroll channel partners. The VP will be responsible for evaluating client-facing presentation materials, developing and documenting processes, and addressing gaps within our current systems to guarantee accountability and continuous improvement.
This position is a member of the Leadership Team and will need to demonstrate an aptitude for problem solving, process implementation, identifying friction points, and diplomatically address such for business improvement.

Key Responsibilities:

• Evaluate client-facing presentation materials, including monthly/quarterly reports, ensuring high-quality design and messaging.
• Assess and manage response and escalation issues from Customer Service through Account Management.
• Evaluate and address client requests and related escalation issues.
• Develop and document processes for implementation and PEO/payroll channel/large enterprise partner activation.
• Identify gaps within current systems, assign and direct resources to address these gaps, and document all processes to ensure accountability.
• Collaborate with leadership to proactively resolve potential issues for clients.
• Utilize a strengths-based approach to continuously improve organizational processes.

Qualifications:

• Track record of success in a cross functional space
• Must have a proven track record of leading people
• Proven experience in account management and implementations, preferably within the PEO/payroll industry/large enterprise.
• Strong detail orientation and ability to thoughtfully address organizational gaps.
• Excellent communication and presentation skills.
• Ability to manage and direct resources effectively.
• Experience in process development and documentation.
• Strong understanding of organizational strengths and ability to leverage them for continuous improvement.

Incentives:

• Competitive salary
• Bonus potential at 20% tied to company KPIs.
• Commissions incentive tied to revenue growth in existing portfolio and acquisition/implementation of new clients.

Benefits & perks
At FinFit, we’re fully committed to supporting the health and wellbeing of you and your family. Our benefits package includes:
Holistic wellbeing
Voluntary wellness challenges
Time off for volunteering
A focus on your future
401(k) with company match
Paid parental leave
Generous PTO and holiday schedule
Get a feel for FinFit and what we’re all about by checking out our team’s Instagram profile.
FinFit is proud to be an equal opportunity employer. We value and embrace the diversity and inclusion of all team members. We are committed to equal employment opportunity without regard to race, color, religion or creed, alienage or citizenship status, political affiliation, marital or partnership status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, gender, gender identity, pregnancy, childbirth (or related medical conditions), sex, sexual orientation, sexual and other reproductive health decisions, genetic disorder, genetic predisposition, carrier status, military status, familial status, or domestic violence victim status and any other basis protected under federal, state, or local laws.

• Evaluate client-facing presentation materials, including monthly/quarterly reports, ensuring high-quality design and messaging.
• Assess and manage response and escalation issues from Customer Service through Account Management.
• Evaluate and address client requests and related escalation issues.
• Develop and document processes for implementation and PEO/payroll channel/large enterprise partner activation.
• Identify gaps within current systems, assign and direct resources to address these gaps, and document all processes to ensure accountability.
• Collaborate with leadership to proactively resolve potential issues for clients.
• Utilize a strengths-based approach to continuously improve organizational processes