As a Client Success Specialist, you'll lead the end-to-end onboarding process, including data collection, system setup, and client training. Coordinate with clients to confirm start dates, gather contacts, and ensure system configuration. Ensure accurate and up-to-date tax information throughout your client lifecycle. Train clients on the Hamlet platform prior to go-live and be the primary contact for client inquiries and issue resolution.
You will also present quarterly reports and collaborate with clients to improve response quality. The role requires a Bachelor’s degree in Business Administration, Communications, Human Resources, or a related field or Equivalent years of work experience and two (2) plus years of experience in client onboarding, customer success, account management, or a related client-facing role.