Client Experience Advisor

Worksite•North Port, FL

28d

About The Position

We’re looking for a relationship-driven Client Experience Advisor to help strengthen and support our client partnerships. In this role, you will work alongside each client’s primary representative—not as their day-to-day contact, but as a strategic partner focused on satisfaction, retention, and overall service performance. You will conduct proactive service reviews, lead in-person touchpoints, support onboarding, and help clients navigate key PEO functions including payroll, HR, benefits, and compliance. This role collaborates closely with internal teams to ensure clients receive timely, accurate, and high-quality service across all areas of our PEO offering.

Requirements

2+ years of experience in customer service, account management, or client experience (PEO/HR outsourcing/payroll experience strongly preferred)
Excellent communication and relationship-building skills
Ability to lead professional in-person and virtual meetings
Experience using CRM or client tracking systems
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Willingness and ability to travel for client visits
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Reliable transportation and an acceptable driving record are required.
Must be able to lift/move items up to 1 lb regularly and occasionally up to 30 lbs for client materials.

Nice To Haves

Familiarity with HR, payroll, benefits administration, or compliance
Experience in a service-heavy or retention-focused role
Bilingual (English/Spanish) a plus

Responsibilities

Conduct scheduled outreach, service reviews, and follow-up meetings to assess satisfaction and identify improvement opportunities.
Attend in-person client meetings to strengthen relationships, gather feedback, and reinforce understanding of PEO services and processes.
Monitor the overall client experience and escalate service issues to appropriate internal teams.
Partner with Client Service Representatives, Payroll, Benefits, and HR teams to ensure seamless service delivery.
Review account activity and support metrics to identify trends and recommend process improvements.
Gather information for informal risk assessments and route details to the appropriate personnel.
Document all interactions, feedback, and client needs in CRM systems for internal visibility.
Support new client onboarding by reinforcing expectations, introducing resources, and validating early satisfaction.
Participate in retention efforts, including proactive check-ins at key lifecycle milestones.
Prepare client-facing materials such as service summaries, review reports, and action plans.
Maintain a strong understanding of PEO services, HR best practices, and compliance topics to effectively guide clients.