Job Description

About Us

We're Netchex - the fastest growing Payroll, Human Resource, Time and Attendance, and Benefits services company in America. We give HR professionals time to work on what drives their businesses forward by providing efficient tools and quality personal service. We tackle big challenges, take pride in our work, and learn early and often so we can delight our clients with solutions that solve their problems every day.

Summary of the role:

We are seeking a proactive and customer-focused

Customer Success Coordinator

to support and grow our small business client base (typically <50 employees) in the HRTech, Payroll, or HCM industry. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and is passionate about driving customer success through strategic engagement and data-driven insights.

Key Responsibilities:

Customer Engagement & Support:

Manage day-to-day support and engagement for small business accounts, ensuring high satisfaction and retention.

Health Monitoring:

Track account health, identify risks or growth opportunities, and take proactive steps to address them.

Campaign Execution:

Launch and manage digital campaigns to increase product usage and customer engagement.

Analytics & Reporting:

Measure campaign performance, analyze customer data, and share actionable insights for improvement.

Planning & Coordination:

Maintain campaign calendars and align initiatives with customer success goals.

Administrative Support:

Update CRM systems, manage reporting, and handle data entry tasks accurately.

Presentation Preparation:

Develop materials for customer meetings, including QBRs and strategic reviews.

Cross-Functional Collaboration:

Partner with internal teams (Sales, Product, Support) to resolve issues and improve customer experience.

What we are looking for:

Prior experience in

Account Management

or

Customer Success

, preferably in

HRTech, Payroll, or HCM

industries. Strong

customer relationship management

and

communication skills

. Excellent

problem-solving

and

critical thinking

abilities. Solid understanding of

product training

and

technical onboarding

. Experience with

data analysis

,

reporting

, and

CRM tools

. Proven track record in

process improvement

and

cross-functional collaboration

. * Experience working with

Small and Medium Businesses (SMBs)

.