Vice President of Client Engagement & Success jobs in United States
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CoAdvantage ยท 1 day ago

Vice President of Client Engagement & Success

CoAdvantage, a portfolio company of Aquiline Partners, provides human resource solutions to small and mid-sized businesses across the country. The Vice President of Client Engagement & Success serves as a strategic leader to ensure high levels of satisfaction and retention across the client portfolio, overseeing teams responsible for client relationship management and HR service delivery.

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Comp. & Benefits

Responsibilities

Lead and mentor a high-performing team of Account Executives, HR Business Partners, and Service Specialists
Serve as the executive sponsor for key accounts, ensuring proactive engagement and strategic partnership
Build and execute a comprehensive client engagement strategy focused on retention, satisfaction, and growth
Establish and maintain strong, long-term client relationships at the executive and HR leadership levels
Ensure client HR programs meet or exceed regulatory requirements and align with best practices
Partner with internal HR, Benefits, and Payroll leaders to continuously improve service delivery models and outcomes
Champion innovation and technology adoption to enhance client experience and operational efficiency
Develop metrics and KPIs for client health, engagement, and retention; implement processes to identify at-risk clients early
Collaborate with Sales and Implementation teams to ensure smooth client onboarding and a seamless handoff to ongoing service
Drive client expansion through cross-selling and value-added HR initiatives
Provide strategic insight to executive leadership on client trends, service opportunities, and retention risks
Foster a culture of client advocacy, accountability, and continuous improvement across all client-facing teams
Represent the 'voice of the client' in leadership discussions and service development initiatives
Lead strategic initiatives to improve Net Promoter Scores (NPS), reduce client turnover, and increase lifetime client value

Qualification

Client success managementHR operationsLeadership experienceHR compliance knowledgeStrategic thinkingExecutive communicationContinuous improvementSHRM certificationHRCI certificationRelationship building

Required

Bachelor's degree required, in HR, Business Administration, or related field
8+ years of progressive experience in client success, HR operations, or account management within a PEO, HRO, or related HR services organization
5+ years in a senior leadership or VP-level role overseeing multi-disciplinary teams
Deep knowledge of HR, payroll, benefits, and compliance within the PEO framework
Proven track record of driving client retention, satisfaction, and operational excellence
Exceptional executive communication and relationship-building skills
Strategic thinker with the ability to translate vision into actionable, measurable outcomes

Preferred

SHRM or HRCI certification preferred

Company

CoAdvantage

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CoAdvantage provides integrated HR solutions, including payroll processing, benefits, compliance, and human resources administration.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Morgan Stanley
2019-07-24Acquired
2015-10-08Private Equity

Leadership Team

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Clinton B.
Chief Executive Officer -CoAdvantage
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Lori Martin, CPA
Chief Financial Officer
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Company data provided by crunchbase