Client Success Specialist I

JOB SUMMARY
The Client Success Specialistis responsible for delivering exceptional service and support
to clients by ensuring their ongoing satisfaction and success with our services. This role
serves as a key point of contact for client inquiries, support needs, and general service
questions.

JOB DUTIES
• Serve as the first point of contact for assigned clients, responding promptly to
questions via phone, zoom, or support ticket system.
• Help clients navigate and utilize the iSolved platform effectively within the Payroll
and TLM modules.
• Track and manage open support tickets and ensure timely resolution by
collaborating with internal teams or escalating issues when necessary.
• Educate clients on best practices, tools, and resources available to help them
succeed.
• Maintain accurate records of client interactions, requests, and solutions using
internal CRM or support systems.
• Monitor client satisfaction and proactively address any concerns or service gaps.
• Participate in training sessions to build expertise in the iSolved platform and
implementation methodology

REQUIRED EXPERIENCE / QUALIFICATIONS
• 1+ year of experience in a client service, customer support, or administrative role.
• Strong communication and interpersonal skills, with a customer-first mindset.
• Ability to manage multiple tasks with attention to detail and follow-through.
• Problem-solving attitude with a willingness to learn and grow within the role.
• Team-oriented with a proactive and positive attitude.
• Comfortable working independently and collaborating cross-functionally.
• Ability to manage multiple priorities with attention to detail and urgency.
• Hands-on experience using the iSolved platform

PREFERRED EXPERIENCE / QUALIFICATIONS
• High school diploma or equivalent required; associate or bachelor’s degree in
business, communications, or a related field preferred.

TECHNICAL SKILLS
• MS Office/Windows
• iSolved experience
• Zoom Phones and Meetings