Now Hiring - Financial Services Client Success Account Executive in San Diego, CA

ABOUT COASTAL

Coastal Payroll Services is a leading provider of Human Capital Management services in Southern California. As a growing company, we promote a workplace that is fast-paced, fun and creative. Our primary goal is to have a positive impact on the lives of the clients we service. We accomplish this by never wavering from our values and by always seeking to be better tomorrow than we are today. Coastal Payroll is currently looking to hire a Client Success Account Executive to join our Client Success team.

Wherever you start with us, you have access to our leadership team, which is focused on helping you succeed. Through regular one-on-one check-ins and team huddles, we define clear professional goals and strive to meet them together and individually. Coastal nurtures growth for those willing to put in the work.

In this role, you will manage a portfolio of Large Enterprise Key Accounts and drive client satisfaction, engagement, adoption, retention, and growth. You will serve as a key point of contact for clients, understanding their success criteria, sharing best practices, providing solution guidance and helping them realize value from Coastal Payroll products and services. The ideal candidate should have a proven track record in account management, strong technical leadership and outstanding communication skills.

WHAT YOU'LL DO

• Develop and execute a comprehensive engagement and communications strategy across assigned accounts
• Make data-driven decisions to mitigate risk, increase adoption and uncover new opportunities
• Serve as a strategic partner, guiding clients to increased product adoption and efficiency utilizing Coastal Payroll's products and services
• Seek out and develop strategic relationships with client champions and leaders
• Perform Account Reviews
• Build relationships across internal teams, working closely with HR Elite, Sales, Client Support, Product and Training as a catalyst for continuous improvement and client advocacy
• Meet or exceed retention targets and other quarterly goals

WHAT YOU'LL BRING

• An exemplary history of managing Large Client relationships with a focus on client success
• Excellent communication skills and a knack for building relationships and providing industry leading client service
• The ability to deal with ambiguity and solve problems with a critical, objective lens
• Project Portfolio Management (PPM) knowledge and experience
• The ability to respectfully challenge and drive meaningful change with clients
• Broad business acumen with a strategic mindset
• A big picture vision and the drive to independently execute to achieve success

WHAT WE OFFER

• Paid time off - vacation, sick, holidays
• Medical and dental insurance
• 401 (k) retirement plan with company match
• AFLAC insurance enrollment
• Remote work schedule
• Employee referral bonus program
• Quarterly bonding events
• Quarterly volunteer events

Coastal Payroll Services, Inc. is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.