Client Success Account Executive - Coastal Payroll

ABOUT COASTAL

At Coastal Payroll Services, we're more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California and nationwide. Driven by human connection, we believe in putting people first and have grown a team that genuinely cares about our clients. We promote a workplace that is fast-paced, fun, and creative. Coastal has proudly earned recognition from leading publications for several consecutive years, including the San Diego Business Journal, Inc. 5000, and Fortune, landing on lists celebrating best places to work and fastest growing private companies. The primary goal of our award-winning team is to have a positive impact on the lives of the clients we are honored to serve. We want our values to shine through every interaction, all conversations, and in every service we provide. We continue to find ways to do more and be better because our clients deserve it.

All team members, wherever they start, have access to our leadership team, which is focused on their success. Through regular one-on-one check-ins and team huddles, we define clear professional goals and strive to meet them together and individually. Coastal nurtures growth for those willing to put in the work. If you're passionate about values, eager to impact the community, and ready to grow personally and professionally you'll be right at home.

Coastal Payroll is currently looking to hire a Client Success Account Executive. In this role, you will manage a portfolio of large enterprise key accounts and drive client satisfaction, engagement, adoption, retention, and growth. You will serve as a key point of contact for clients, understanding their success criteria, sharing best practices, providing solution guidance and helping them realize value from Coastal Payroll products and services. The ideal candidate should have a proven track record in account management, strong technical leadership and outstanding communication skills.

WHAT YOU'LL DO

• Develop and execute a comprehensive engagement and communications strategy across assigned client portfolio
• Make data-driven decisions to mitigate risk and drive retention
• Serve as a strategic partner, guiding clients to increased product adoption and effectively utilize Coastal Payroll's products and services
• Develop essential relationships with key decision makers
• Perform Account Reviews, including on-site meetings whenever possible
• Serve as point for strategic planning, cross department projects and issue resolution
• Build relationships across internal teams including, HR Elite, Sales, Client Support, Product and Training as a catalyst for continuous improvement and client advocacy
• Meet or exceed retention targets and other quarterly goals
• Other duties and projects as assigned

WHAT YOU'LL BRING

• An exemplary history of managing large client relationships with a focus on client success
• Ability to develop and manage C-suite relationships
• Experience in Payroll industry required, and HR industry preferred
• Excellent communication skills and a knack for building relationships and providing industry leading client service
• The ability to deal with ambiguity and solve problems with a critical, objective lens
• Project Portfolio Management (PPM) knowledge and experience
• The ability to respectfully challenge and drive meaningful change with clients
• Broad business acumen with a strategic mindset
• A big picture vision and the drive to independently execute to achieve success

WHAT WE OFFER

• Paid time off - vacation, sick, holidays
• Medical and dental insurance
• 401 (k) retirement plan with company match
• AFLAC insurance enrollment
• Hybrid work schedule
• Employee referral bonus program
• Quarterly bonding events
• Quarterly volunteer events

Coastal Payroll Services, Inc. is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.