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Paychex · 1 day ago

Relationship Manager - PEO

Cincinnati, OH

Contract

Hybrid

Mid Level

$60K/yr - $94K/yr

4+ years exp

Paychex is a leading provider of HR, payroll, and benefits solutions for American businesses. The Relationship Manager - PEO is responsible for developing and maintaining positive relationships with top tier clients, acting as a consultative partner to drive client success and revenue growth. This role involves strategic service management, client communication, and collaboration with internal departments to ensure client satisfaction and retention.

AccountingBookkeeping and PayrollFinancial ServicesHuman ResourcesSoftware

Responsibilities

Proactively builds and maintains strong, trust-based relationships with key client stakeholders by understanding their business objectives and strategic goals

Serves as a Consultative partner, delivering tailored recommendations and advisory services to drive client success and maximize utilization of Paychex Solutions

Demonstrates adaptability, strong communication and effective time management to prioritize client needs, deliver high-quality service, and support retention and growth

Drive Customer Revenue growth by identifying upsell/crossell opportunities for Paychex products and solutions and sending referrals to internal partners

Responds to client communication (phone, emails) in a timely, professional manner to resolve escalated issues, including payroll and ancillary product matters, 'how-to' product inquiries, training needs and system issues

Identifies and analyzes major trends or issues and assumes responsibility for resolution or escalation to management to ensure ongoing client satisfaction and revenue retention

This is a hybrid role that requires a combination of remote work and local travel

Candidates must reside within the designated territory they will cover

The role involves: Remote work on designated office days (e.g., administrative tasks, virtual meetings)

Travel to client sites within the assigned territory for in-person meetings and service delivery

Applicants must have reliable transportation and be comfortable managing their schedule to accommodate both remote and on-site responsibilities

Conducts client visits for current clients, both for clients experiencing difficulties or upon client request, to maintain and/or strengthen client relationships

Serves as coordination and communication channel lead for internal Paychex departments

Acts as liaison to resolve client issues regarding payroll and ancillary products to ensure client satisfaction and profitability requirements

Provides clients and management team with regular reporting, communication and status updates to ensure client satisfaction

Positions the appropriate management and executive Paychex staff with key stakeholders at the assigned clients business

Analyzes data to identify present and future performance gaps and trends; translates gaps and organizational needs into an action plan

Identifies needs that can be met through Paychex offerings and those that require alternative approaches or process improvements

Plans, coordinates and implements client activities and strategic programs for Paychex

Partners with sales, training departments, internal departments and operations to ensure client satisfaction and education on our products

Maintains knowledge of industries, relevant systems and Paychex product offerings, as well as changes in federal, state, and local wage tax law and policies to ensure Paychex products meet the needs of the client