Client Account Manager

Client Account Manager

The Client Account Manager is responsible for ensuring the overall quality and on-time delivery of global payroll while increasing client satisfaction.

It is a customer service position that works with a portfolio of clients, internal teams, and partners across the globe. They are responsible for all critical steps to provide our clients a seamless payroll process from input to pay date.

The Client Account Manager will also be responsible for contributing to internal projects while developing and managing his or her ongoing client base and participating in ongoing trainings. They will also be responsible for understanding each client-specific process to provide key recommendations for improvements and efficiency gains.

This position reports to the Onboarding Lead for the initial training period and will then report to a Supervisor of Client Services.

Essential Duties & Responsibilities:

• Participate in ongoing training sessions on company protocols for international payroll management and client services for the first 3-6 months of initial start date.
• Assist with internal projects and collaborate with other departments to achieve companywide goals while training on Celergo’s processes and protocols.
• Work effectively within the team to ensure all department and payroll deadlines are met.
• Responsible for generating reports to analyze, audit, and reconcile payroll data.
• Strong communication and cross-cultural skills to collaborate with international team members.
• Responsible for the accuracy and timeliness of each Client’s payroll.
• Complete and deliver monthly checklist metrics:
• Safeguard the timely completion of all payroll deadlines and make sure payrolls are paid on time.
• Ensure that step by step processes are followed by both client and partner.
• Double check that invoices are billed accurately.
• Manage controls (client and internal changes):
• Ensure that all documentation is up to date.
• Guarantee all deliverables are completed timely and accurately.
• Strong critical problem-solving results.
• Establish and maintain long-term relationships.
• Provide a second layer of checks by comparing two sets of results to make sure client has accurate reports.

Provide clients with:

• Strong critical problem-solving skills.
• Be a single point of contact for the client.
• Educate the client on best practises and how to use the Celergo Systems.
• Facilitate long-term relationships with both your clients and local partners.
• Ensure each client payroll calendar is managed timely and effectively with both the client and global payroll providers.

• Ensure client deliverables and Service Level Agreements (if present) are being completed timely and accurately.

• Serve as client advocate and collaborate internally and externally as needed to ensure client needs are understood and expectations are met.
• Review and communicate payroll changes between the Client and global payroll providers.
• Audit payroll calculations from global payroll providers.
• Manage all steps of the funding process
• Generate consolidated invoices for client approval and funding initiation.
• Maintain open items logs and track improvements to ensure all open items are closed.

Requirements:

• Passion — Client Service Management
• Education — Bachelor’s degree from an accredited four-year college or university
• Experience — Minimum of 2 years of professional experience in a service environment
• Ability to work independently.

Other Skills and Abilities

• Bilingual language skills are a plus. Fluent English is Essential.
• Excellent written and verbal communication skills
• Ability to maintain priorities in a constantly changing environment.
• Strong organization skills
• Expertise using MS Office applications, specifically Excel. Knowledge of basic formulas in Excel help (for example VLOOKUP)
• Be able to independently organise yourself and work within tight deadlines
• Basic understanding of payroll/accounting is a plus but not essential.

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