Client Success Specialist I (Onsite)

SWBC is seeking a talented individual to serve as the single point of contact for both onboarding new clients and delivering system demonstrations. This individual will manage the implementation of new clients and large system changes/conversions, while also supporting sales efforts through tailored product demonstrations. The ideal candidate will possess strong project management skills, technical aptitude, and a passion for delivering exceptional client experiences. Why you'll love this role: In this role, you will contribute to the success of the company by ensuring a smooth onboarding experience for new clients and by showcasing our solutions in a compelling and client-focused manner. You will be part of a collaborative, engaged, and high-performing team that values innovation, growth, and excellence in service delivery.

Essential duties include the following:

Collaborate with Sales to tailor each system demonstration to the client's specific needs, ensuring alignment with their goals and priorities. Delivers demonstrations remotely and on-site, adapting content to audience needs. Leads the demonstration process from request through post-demo review using best practices. Continuously improves scripts, demo and implementation workflows to enhance client engagement. Build and maintain client relationships before, during, and after implementation and demonstrations. Serves as the single point of contact for new clients during onboarding and implementation and ensures a smooth transition to operations. Develop and manage project plans for client implementations and system conversions. Establishes and manages timelines for implementations and demonstrations. Coordinates with internal departments (HRIS, Payroll, Benefits, etc.) to develop business and data mapping requirements. Review all processes and procedures with clients and internal staff for system conversions. Prepares and communicates implementation progress to internal teams and clients. Facilitates meetings with clients and internal stakeholders to ensure alignment and progress. Gather and share competitive intelligence. Escalates issues impacting implementation timelines to key stakeholders. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: High school diploma or GED required; Bachelor's Degree or equivalent work experience preferred. Minimum of two (2) years of experience in project management and customer service. Proficient in Microsoft Project, Adobe Acrobat, and Microsoft Office (Outlook, Word, Excel). Strong troubleshooting, organizational, and multi-tasking skills. Exceptional verbal and written communication skills, with persuasive presentation abilities. Ability to assist with complex, customer-facing software implementations. Technical aptitude and proficiency in web technologies and operating systems. Ability to work independently and collaboratively in a fast-paced team environment. Strategic thinker with the ability to understand and respond to client organizational needs. Able to travel locally or nationally by car or plane. Able to sit for long periods, stand, stoop, kneel, and lift up to 20 lbs. SWBC offers•: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program •Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at www.

SWBC.com. If interested, please click the appropriate apply button. Join Our Team Great People. Great Company. Great Place to Work. SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We're looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.