Payroll Relationship Manager

Job Description

Job Description

Overview:

We are seeking a dynamic Payroll Relationship Manager to support small and medium-sized business clients with a comprehensive payroll solution. As a Payroll Relationship Manager, you will guide clients through the onboarding, activation, and ongoing support process, ensuring a seamless payroll experience and efficient tax compliance. This is an ideal opportunity for those who thrive in a collaborative and fast-paced environment while delivering exceptional client service.

Key Responsibilities:

• Consultation & Solutioning:
• Advise clients on payroll solutions, including payments and payroll support.
• Collaborate with Business Development, Relationship Managers, and Product teams to recommend tailored payroll services.
• Onboarding & Activation:
• Lead the onboarding process, ensuring a smooth setup and activation of the payroll solution.
• Oversee client training on payroll platform features, including integration with tax filing automation.
• Client Relationship Management:
• Serve as the primary contact for payroll clients, addressing inquiries and troubleshooting issues.
• Manage client feedback and advocate for process improvements.
• Sales & Cross-Sell:
• Execute product pilots and nurture leads in partnership with Marketing.
• Cross-sell value-added payroll and payment services to existing clients to drive revenue and client loyalty.
• Process Improvement:
• Identify opportunities to enhance onboarding, activation, and ongoing support processes.
• Contribute to feedback loops with sales leadership, marketing, and product teams.

Required:

• Minimum 2 years of sales experience and/or a Bachelor’s degree.
• Experience in merchant services, payroll, or banking.
• Strong tele-sales, written, and interpersonal communication skills.
• Excellent organizational skills and ability to manage multiple clients/projects.
• Proficiency with Salesforce CRM and Microsoft Office/Excel.
• Client-first mindset with strong analytical and problem-solving abilities.
• High integrity, professionalism, and risk management awareness.
• Ability to adapt in a fast-paced environment.

Preferred:

• 5+ years in payments, payroll, or a related field.
• Success in cross-functional collaboration.
• Familiarity with digital onboarding tools and processes.
• Bilingual abilities.
• Experience with payroll platforms (e.g., Gusto, ADP, PayChex).
• Resourceful in addressing customer needs.