Customer Success Manager

Overview

We’re not just an HR provider. As a Professional Employer Organization (PEO), we help businesses streamline operations by handling everything from payroll and tax filings to workers’ comp, employee benefits, and accounting. One partner. Total back-office support. Now we’re looking for a Customer Success Manager who’s equal parts relationship-builder, problem-solver, and “I’ve got this” energy. We’re a fun team (we laugh, we’re human, we enjoy work), but we take what we do seriously—because our clients count on us.

If you love owning communication, staying ahead of issues, and making clients feel like they’re your only client… you’ll fit right in.

This is an in-office role in Springville, UT.

• Own client communication and be the go-to person for your portfolio
• Oversee our in-house clients, staying ahead of issues by proactively reaching out and looking for ways to improve
• Respond to client inquiries, incoming mail, and company requests in a timely, professional way
• Support onboarding and ongoing success check-ins to ensure clients feel confident and cared for
• Manage escalations by coordinating internal teams and keeping clients informed through resolution
• Collect renewal data on assigned accounts and help keep renewals organized and on-track
• Maintain accurate client data in our internal management systems (details matter)
• Document client interactions, action items, and next steps so nothing falls through the cracks
• Keep clients in the loop on system changes and coordinate trainings so they feel supported and confident
• Partner closely with the team to increase client satisfaction and continuously improve the client experience
• Spot trends and opportunities (risk, churn signals, process gaps, or areas we can better support clients) and bring solutions forward

• You make each client feel like the only client
• You spot problems early and move quickly toward solutions
• You’re organized, timely, and accountable
• You take time to understand the full picture, and then act with purpose
• You’re proactive about improvements (and you actually follow through)
• You’re calm under pressure and can handle urgent situations without dropping the ball
• You set clear expectations and communicate timelines, ownership, and next steps
• You’re detail-oriented (especially important in payroll/benefits/accounting
• You’re a strong internal teammate, you collaborate well and drive follow-through
• You’re tech-comfortable and can learn new systems quickly
• You’re willing to learn—curiosity and effort matter here
• You take ownership: when something’s unclear, you ask questions, find the answer, and close the loop

• 2+ years experience in Customer Success, Account Management, or another client-facing role
• Strong communication and people skills (clear, warm, confident)
• A genuine obsession with creating positive customer experiences
• A proactive mindset—able to understand data and turn it into actionable next steps
• Comfort in a fast-paced, evolving team environment
• Experience in Payroll, Benefits, Bookkeeping, or P&C insurance is a huge plus

• Health Benefits (including Vision and Dental)
• A team that’s fun to work with—and serious about doing excellent work