Client Success Specialist

Candidate Authenticity Statement
We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.
This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.
Remote-First with In-Person Training: This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.
POSITION SUMMARY:
The Client Success Specialist (CSS) is responsible for delivering outstanding, proactive client care, with a focus on the most critical stages of the client journey: onboarding and renewal. As the primary point of contact during these key touchpoints, the CSS ensures a seamless and positive experience for new and existing clients, fostering long-term relationships and driving client retention. This role involves collaborating with internal teams, adhering to structured onboarding and renewal processes, and providing white-glove service to clients.
PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies):
- Onboarding and Renewal Management: Serve as the main point of contact during the onboarding of new clients and the renewal of existing accounts, ensuring that all necessary steps are followed and client needs are proactively addressed (Advanced).
- Proactive Client Support and White-Glove Service: Deliver a high level of personalized service to clients, anticipating their needs and providing solutions before questions arise. Demonstrate a proactive approach to ensuring client satisfaction (Advanced).
- Relationship Building and Retention: Build, maintain, and foster strong relationships with Plan Administrators, Brokers, and other key stakeholders to support client retention and growth during onboarding and renewal (Intermediate).
- Structured Onboarding and Renewal Processes: Follow a highly structured process for onboarding new clients and managing renewals, addressing all touchpoints outlined in standard operating procedures to ensure a consistent and high-quality experience (Intermediate).
- Client Education: Educate clients on systems, tools, policies, and best practices related to Ameriflex products and services, ensuring they have the knowledge and resources necessary to utilize offerings effectively (Intermediate).
- Issue Resolution and Follow-Through: Own client issues from start to finish, resolving problems efficiently and ensuring a positive outcome. Provide support for any escalated issues related to onboarding or renewal (Intermediate).
- Account Documentation and Organization: Maintain organized, accurate, and up-to-date records for each client, including detailed documentation of the onboarding and renewal process, service issues, and resolutions (Advanced).
- Collaboration and Cross-Departmental Coordination: Work closely with internal partners, such as Sales, Client Experience, and Operations, to execute business plans and ensure seamless onboarding and renewal experiences (Intermediate).
- Compliance and Confidentiality: Handle sensitive client information with discretion, ensuring compliance with HIPAA and other relevant regulations throughout the onboarding and renewal process (Advanced).
- Process Improvement and Efficiency: Identify areas for process improvement within the onboarding and renewal workflows, recommending changes to enhance service delivery and client satisfaction (Intermediate).
- Additional Duties: Perform other duties as required to support business needs, as assigned by the Client Experience Manager (Beginner).

Requirements
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Product Knowledge: A clear understanding