Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Specialist I (Implementation)

SWBC PEO

SWBC is seeking a talented individual to serve as the single point of contact for both onboarding new clients and delivering system demonstrations. This individual will manage the implementation of new clients and large system changes/conversions, while also supporting sales efforts through tailored product demonstrations. The ideal candidate will possess strong project management skills, technical aptitude, and a passion for delivering exceptional client experiences. Why you'll love this role: In this role, you will contribute to the success of the company by ensuring a smooth onboarding experience for new clients and by showcasing our solutions in a compelling and client-focused manner. You will be part of a collaborative, engaged, and high-performing team that values innovation, growth, and excellence in service delivery. Essential Duties Collaborate with Sales to tailor each system demonstration to the client’s specific needs, ensuring alignment with their goals and priorities. Delivers demonstrations remotely and on-site, adapting content to audience needs. Leads the demonstration process from request through post-demo review using best practices. Continuously improves scripts, demo and implementation workflows to enhance client engagement. Build and maintain client relationships before, during, and after implementation and demonstrations. Serves as the single point of contact for new clients during onboarding and implementation and ensures a smooth transition to operations. Develop and manage project plans for client implementations and system conversions. Establishes and manages timelines for implementations and demonstrations. Coordinates with internal departments (HRIS, Payroll, Benefits, etc.) to develop business and data mapping requirements. Review all processes and procedures with clients and internal staff for system conversions. Prepares and communicates implementation progress to internal teams and clients. Facilitates meetings with clients and internal stakeholders to ensure alignment and progress. Gather and share competitive intelligence. Escalates issues impacting implementation timelines to key stakeholders. Performs all other duties as assigned. Minimum Qualifications High school diploma or GED required; Bachelor’s Degree or equivalent work experience preferred. Minimum of two (2) years of experience in project management and customer service. Proficient in Microsoft Project, Adobe Acrobat, and Microsoft Office (Outlook, Word, Excel). Proficient skills in Prism HR, Kronos and Salesforce preferred. Experience with payroll processing preferred. Strong troubleshooting, organizational, and multi-tasking skills. Exceptional verbal and written communication skills, with persuasive presentation abilities. Ability to assist with complex, customer-facing software implementations. Technical aptitude and proficiency in web technologies and operating systems. Ability to work independently and collaboratively in a fast-paced team environment. Strategic thinker with the ability to understand and respond to client organizational needs. Able to travel locally or nationally by car or plane. Able to sit for long periods, stand, stoop, kneel, and lift up to 20 lbs. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Success Specialist I (Implementation) in San Antonio, TX vacancy
  •  ...SWBC PEO in San Antonio, TX is seeking a talented individual to lead onboarding for new clients and deliver system demonstrations. You will manage new client implementations while supporting sales through tailored demos, enhancing client engagement in a collaborative team... 
    Implementation
    Local area

    SWBC PEO

    San Antonio, TX
    2 days ago
  • As a Customer Success Manager, you'll own the relationships with a portfolio of customer...  ...customer lifecycle—from onboarding and implementation through renewals and growth Conduct...  ...future opportunities to better serve our clients or address potential service outages,... 
    Implementation
    Work at office

    TengoInternet

    San Antonio, TX
    3 days ago
  •  ...San Antonio Staffing is seeking a Client Service Representative to manage accounts of assigned programs while ensuring customer satisfaction...  ...of relevant experience. A flexible work schedule and comprehensive benefits are offered to successful applicants. #J-18808-Ljbffr... 
    Suggested
    Remote work
    Flexible hours

    SAN ANTONIO STAFFING

    San Antonio, TX
    5 days ago
  •  ...Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional...  ...healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Services LLC

    San Antonio, TX
    3 days ago
  •  ...Corient Private Wealth LLC. in San Antonio, TX, is seeking a Client Success Specialist II to act as the central point of contact for client requests. The ideal candidate will have a Bachelor's degree, 3-5 years of relevant experience, and proficiency in Salesforce and... 
    Suggested
    Flexible hours

    Corient Private Wealth LLC.

    San Antonio, TX
    2 days ago
  •  ...Vice President, Customer Success About the Company Forward-thinking B2B SaaS / CRM technology organization Industry Information...  ...The successful candidate will be responsible for leading the implementation, enablement, support, retention, and expansion efforts for... 
    Implementation

    Confidential

    San Antonio, TX
    3 days ago
  •  ...Vice President of Customer Success About the Company Fast-growing SaaS company...  ...leading and unifying customer success, implementation, and support under a shared vision, and...  ...processes, particularly for SMB and mid-market clients. The successful candidate will be... 
    Implementation

    Confidential

    San Antonio, TX
    2 days ago
  •  ...all customer projects and work orders: implementation of customer orders and service requests...  ...with internal departments to maintain successful project flow between Designers, Project...  ...preliminary budgeting and quoting for clients. Assists salesperson in ensuring a responsible... 
    Implementation
    Contract work
    Work at office

    FMGI, Inc.

    San Antonio, TX
    5 days ago
  •  ...to‑day relationship to ensure long‑term success with SWIVEL’s schools product....  ...by driving product adoption, minimizing implementation risks, and identifying opportunities for...  ...readiness efforts, ensuring teams and clients are prepared for success. Drive operational... 
    Implementation

    SWBC

    Shavano Park, TX
    2 days ago
  •  ...A Customer Success Manager (CSM) is the primary point of contact for our dealer accounts, ensuring their success and satisfaction...  ...Attends onboarding and pre-launch consultation calls with the Implementation team to ensure a seamless handoff experience. Conducts pre-live... 
    Implementation
    Work at office
    Remote work

    CarNow

    San Antonio, TX
    7 days ago
  •  ...Position : Customer Support Specialist Location : San Antonio, TX Duration :...  ...contract Total Hours/week : 40.00 Client: Medical Devices Company Level Of...  ...and customers Support the field implementation team to successfully complete installations Coordinate... 
    Implementation
    Contract work
    Remote work
    Work from home
    Home office

    MILLENNIUMSOFT

    San Antonio, TX
    13 days ago
  •  ...team while helping ICANotes continue to expand and enhance client success efforts. The scope of the position may grow over time, providing...  ...to support mid-sized and enterprise-level clients following implementation. This role is ideal for someone who is comfortable working... 
    Implementation
    Full time
    Temporary work
    Remote work
    Flexible hours

    ICANotes LLC

    San Antonio, TX
    6 days ago
  • $160k - $180k

     ...disease. Role Overview The Neurology Account Specialist (NAS) will be responsible for meeting...  ...an assigned territory by developing, implementing, and executing an integrated territory...  ...and implements strategies to ensure successful product positioning and availability. Anticipates... 
    Implementation
    Full time
    Local area
    Night shift

    Shionogi Inc.

    San Antonio, TX
    2 days ago
  • $89.25k - $133.88k

     ...Overview SWIVEL is seeking a talented Customer Success Manager (CSM) to report to the Director...  ...increase solution utilization, reduce implementation risk, and identify opportunities for...  ...organization. Support the Implementations team for client onboarding readiness, ensuring teams and... 
    Implementation
    Work at office

    SWBC

    Shavano Park, TX
    2 days ago
  •  ...direction, is responsible for providing overall leadership in the planning, implementation, evaluation, and performance of programs and initiatives aimed to improve the education and life-long success of children and youth. Working conditions are primarily inside an... 
    Implementation
    Full time
    Summer internship
    Work at office
    Local area

    City of San Antonio

    San Antonio, TX
    4 days ago
  •  ...Inside Sales Representative to provide high-quality service and tailored insurance solutions in a virtual setting. This role supports clients in San Antonio and across the U.S., focusing on assisting clients throughout the policy lifecycle. Candidates should possess... 
    Remote work

    The Gainey Agency

    San Antonio, TX
    3 days ago
  •  ...SWIVEL is seeking a talented Customer Success Manager to report to the Director of Customer...  ...solution utilization, reducing implementation risk, and identifying opportunities for...  ...Supports the Implementations team for client onboarding readiness, ensuring teams and... 
    Implementation
    Contract work
    Work at office

    Swivel

    San Antonio, TX
    5 days ago
  • $60k - $65k

     ...What it’s like to be a Customer Support Specialist at Centage As a Customer Support...  ...patience, and coordination with Customer Success, Product, Engineering, and Integration....  ...Experience in technical support and or implementation support, or a similar customer-facing SaaS... 
    Implementation
    Temporary work
    Flexible hours

    Centage Corporation

    San Antonio, TX
    2 days ago
  •  ...exceptional customer experiences while maximizing sales. Strong communication skills and the ability to build relationships are crucial to success in this commission-based position. The role offers a competitive commission structure along with comprehensive healthcare options,... 
    Flexible hours

    Kids For The Future

    San Antonio, TX
    3 days ago
  •  ...alternative application process. Customer Success Manager Full Time Remote, US 7 days ago...  ..., product, and support teams to ensure client partnerships are running smoothly and delivering...  ...manager with strong planning and implementation skills, such that nothing ever falls... 
    Implementation
    Full time
    Remote work

    Real Time Software Solutions

    San Antonio, TX
    2 days ago
  •  ...a regular basis. Provides detailed implementation guidance for new/revised policies, practices...  ...To qualify for a Customer Account Specialist, your resume and supporting...  ...you with the particular competencies to successfully perform the duties of the position and... 
    Implementation
    Full time
    Remote work

    Defense Logistics Agency

    San Antonio, TX
    2 days ago
  •  ...The Vice Provost for Academic Success and Vocation provides university-wide leadership for academic student success, retention, persistence...  ...as the Provost's principal designee, responsible for leading, implementing, and ensuring the achievement of the university's Student... 
    Implementation
    Weekend work
    Afternoon shift

    St. Mary's University

    San Antonio, TX
    6 days ago
  •  ...seeking enthusiastic and self-driven individuals for a work-from-home position. This role involves assisting existing and prospective clients while providing outstanding service and product knowledge. Candidates will enjoy a flexible schedule and will work with multiple... 
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    San Antonio, TX
    13 days ago
  •  ...CAPTRUST is seeking a Wealth Client Management Consultant in San Antonio to service and retain wealth client relationships. The ideal candidate will work with financial advisors, ensuring high levels of client satisfaction by managing complex requests and maintaining... 

    CAPTRUST

    San Antonio, TX
    2 days ago
  • $15 per hour

     ...Customer Success Associate Company Overview: Pro-Vigil, Inc. is the largest and fastest-growing provider of remote surveillance services with a nationwide client base. No other monitoring and live surveillance company deters crime in as little as 18 seconds. That... 
    Hourly pay
    Remote work

    Pro-Vigil Inc

    San Antonio, TX
    7 days ago
  • Corient Services LLC in San Antonio, Texas, is looking for a Client Services representative to act as the central point of contact for client requests. The role requires a Bachelor's degree and 3-5 years of experience, preferably with a customer service background. You... 
    Flexible hours

    Corient Services LLC

    San Antonio, TX
    5 days ago
  • A connectivity solutions provider is seeking a Customer Success Manager to own the relationships with a portfolio of customer accounts. In this role, you will be the main point of contact for clients, ensuring their connectivity needs are met and identifying growth opportunities... 

    TengoInternet

    San Antonio, TX
    1 day ago
  •  ...service experiences? We’re looking for motivated individuals to join our growing team as Customer Success Associates. In this role, you’ll build meaningful relationships with clients, provide personalized support, and help customers get the most value from our services.... 
    Full time

    McQuade Organization

    San Antonio, TX
    4 hours ago
  •  ...performing the following duties Qualifications To perform this job successfully, an individual must be able to perform each essential duty...  ...basis Has a thorough knowledge of emergency procedures and implementation of procedures Prepares continental breakfast on time;... 
    Implementation
    Daily paid
    Work at office
    Flexible hours
    Night shift

    Tharaldson Hospitality Management

    San Antonio, TX
    2 days ago
  •  ...A growing travel business is looking for a Client Relations Specialist to join their remote team. In this full-time position, you'll handle customer inquiries, assist with travel bookings, and ensure exceptional customer satisfaction. Ideal candidates will have strong... 
    Full time
    Remote work

    Hellosunshinetravels

    San Antonio, TX
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Specialist I (Implementation). Be the first to apply!