Note: The job is a remote job and is open to candidates in USA. OneDigital is on a mission to help people do their best work and live their best lives. The Account Manager is responsible for building and maintaining strong client relationships, providing ongoing support, and ensuring clients maximize the value of their Human Capital Management (HCM) platform.
Responsibilities
- Build and maintain strong relationships with assigned clients, serving as their primary point of contact for ongoing account management and support
- Proactively evaluate client utilization of the HCM platform to ensure they are receiving maximum value from available features and functionality
- Educate clients on underutilized modules and recommend solutions that align with their business needs and operational goals
- Research, troubleshoot, and resolve client questions and system-related issues in a timely and professional manner
- Provide guidance on Payroll, Human Resources, Benefits Administration, Time & Attendance, and Tax functionality
- Identify opportunities for upselling and cross-selling additional products and services that enhance the client experience
- Respond to client inquiries via phone, email, and other communication channels while maintaining high service standards
- Deliver training and education that enables clients to confidently manage their HCM and payroll operations independently
- Accurately document all client interactions, issues, resolutions, and follow-up activities within the CRM system
- Collaborate with internal departments to ensure seamless communication, timely issue resolution, and overall client success
- Continuously identify opportunities to improve internal processes, client experience, and operational efficiency
- Perform additional duties and special projects as assigned
Skills
- Associate degree required
- Minimum of three (3) years of experience supporting Payroll, Human Capital Management (HCM), or HRIS software, or three (3) years of experience supporting clients in a SaaS environment
- Exceptional customer service skills with a genuine passion for helping clients succeed
- Excellent verbal and written communication skills with the ability to build strong client relationships
- Strong analytical and troubleshooting skills with the ability to identify practical, client-focused solutions
- Proven ability to manage multiple priorities, meet deadlines, and stay organized in a fast-paced environment
- Sound business judgment and the ability to understand client objectives while recommending solutions that drive success
- Ability to quickly learn new technologies through formal training and self-directed learning
- Highly detail-oriented, organized, and results-driven
- Demonstrated ability to work independently while collaborating effectively with cross-functional teams
- Experience with isolved strongly preferred
Benefits
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
Company Overview