Client Liaison

Insperity•Kennesaw, GA

About The Position

The Client Liaison creates a positive experience for external and internal customers by demonstrating care, delivering service, leading interactions, and exceeding expectations. The role develops, monitors, completes, and delivers service strategy plans for a client base, providing value that supports client business results, retention, and growth. It facilitates client review meetings with team members and coordinates service delivery or action plans based on meeting outcomes. The Client Liaison troubleshoots situations, educates clients, builds stakeholder partnerships, and solicits referrals. The position aligns Insperity services with client needs by understanding business plans and small- to medium-sized business operations from an owner’s perspective. It coordinates service across multiple client locations and Insperity departments, maintains relationships with client contacts and internal teams, and helps address technical or complex client issues. The role also participates in prospect meetings and educates clients and new team members on technical applications and product offerings. Travel is up to 20% of the time.

Requirements

High school diploma or equivalent required.
Three to five years of experience required.
Travel up to 20% of the time.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Develop executable, realistic, and results-oriented systems, processes, and plans from conceptual ideas or visions.
Align Insperity services with client needs through an understanding of business plans and small- to medium-sized business operations from an owner’s perspective.
Lead a team through client or team meetings and planning processes.
Use appropriate methods for dealing with human behavior in a variety of business circumstances.
Oversee development and facilitation of client service strategy plans for the client base.
Develop and maintain trusted-advisor relationships with client owners, appointed client contacts, and on-site supervisors.
Execute the level of care playbook through authentic and intentional delivery as a client advocate.
Analyze client concerns, recommend solutions, and develop corrective action plans.
Assist clients in obtaining and interpreting service information.
Participate in prospect meetings with sales and service team members.
Coordinate service delivery across multiple locations and Insperity departments.
Develop and maintain relationships with Insperity departments.
Assist department personnel with technical or complex issues encountered by client owners, appointed client contacts, or on-site supervisors.
Educate clients and encourage their use of technical applications and product offerings.
Educate new team members on technical applications and product offerings used by Insperity.
Facilitate client review meetings and coordinate service delivery or action plans based on outcomes.
Troubleshoot situations, educate clients, develop stakeholder partnerships, and solicit referrals.