Client Setup Specialist

Overview

Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team. Develop strong client relationships through care, focus and quality in every step of the client experience. Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication.

Compare and contrast the previous payroll system to the Auris Payroll System to ensure accurate account build and accurate payroll processing. Assist clients to navigate and learn technical aspects and self-service options. Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. Build strong relationships with internal and external partners to achieve top-notch client experience and client retention.

Effectively communicate and professionally represent New Client.

• Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team.
• Develop strong client relationships through care, focus and quality in every step of the client experience.
• Become an expert in the Auris Payroll System and support new basic clients with varying levels of sophistication.
• Compare and contrast the previous payroll system to the Auris Payroll System to ensure accurate account build and accurate payroll processing.
• Assist clients to navigate and learn technical aspects and self-service options.
• Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.
• Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures.
• Build strong relationships with internal and external partners to achieve top-notch client experience and client retention.
• Effectively communicate and professionally represent New Client.

• High school diploma or equivalent
• 1+ years experience in technology, customer-facing role or sales
• Computer literate with strong technical aptitude and a drive to learn
• Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities
• Demonstrates client-centric mentality with empathy, care and high engagement attitude
• Ability to successfully operate in an entrepreneurial-spirited work environment
• Must have analytical, problem solving and critical thinking skills and comfortable making quality decisions
• Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent
• High personal accountability to meet team and individual metrics
• Outstanding organizational and follow up skills
• 2+ years experience in Operations, Sales Support or client-facing position
• Responsible for other duties or projects as assigned

The base compensation range for this position is $1 - $2. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

• Physical Wellness:
  Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness:
  Generous paid time off and holidays;
  Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness:
  Immediate vesting in a 401(k) plan;
  Health Savings Account (HSA) and Flexible Spending Account (FSA) options;…