Client Services Lead

Work Remotely Anywhere in the U.S

Updated on 6/4/2024



1,001-5,000 employees

SaaS platform for empathetic AI-driven benefits administration


Remote in USA

Required Skills
  • Preferably a college degree (or equivalent).
  • 5+ years of experience working directly with clients in the employee benefits/benefit administration industry.
  • Strong project management experience, especially with technology projects, is highly advantageous.
  • In-depth understanding of benefit administration and employee benefit programs, and their industry impact.
  • Comfortable with technology and adept at navigating systems.
  • Ability to troubleshoot issues and navigate Human Capital Management and/or Benefits Administration Systems.
  • Experience with Human Resources and HRIS/payroll systems is beneficial.
  • Excellent relationship management, project management, and analytical skills.
  • Ability to lead client meetings, deliver presentations, and build strong relationships.
  • Consultative communication style, providing clients with market insights and tailored solutions.
  • Proven ability to collaborate across functional areas to ensure a seamless customer experience.
  • Resilience under pressure, particularly during busy periods, with a knack for bringing order to chaos.
  • Resourceful problem solver, adept at finding solutions collaboratively.
  • Tech-savvy with a willingness to learn new technology and effectively communicate technical concepts to clients.
  • Availability to travel up to 10%.
  • Act as the primary liaison between clients and production teams.
  • Conduct and manage client calls and provide comprehensive new client administrator training.
  • Maintain all client documentation, including Standard Operating Procedures and process-related materials.
  • Stay updated on product releases, updates, and system functionalities through ongoing educational opportunities.
  • Collaborate with clients on product updates and provide consultation as needed.
  • Deliver clear communication on system functionalities, industry news, project initiatives, and resolution activities.
  • Drive continuous improvement in service delivery across all teams.
  • Coordinate Annual Enrollment activities and engage clients and internal teams on any open items.
  • Participate in sales finalist meetings and assist the sales team during prospect visits and services presentations.
  • Identify trends and training needs in partnership with internal teams, providing support and expertise to the Service Center team.
  • Ensure clients receive exceptional service and love the company.

Businessolver offers Benefitsolver, a secure SaaS-based platform leveraging empathetic AI to transform annual enrollment into a personalized year-round benefits journey, enhancing the total healthcare experience and simplifying benefits administration for HR teams. The platform drives down costs, increases efficiencies, and empowers HR teams to engage employees while maximizing benefits program investment, supported by empathetic AI.

Company Stage

Series B

Total Funding






Growth & Insights

6 month growth


1 year growth


2 year growth



Work from anywhere


Peer recognition program

Diversity & inclusion activities

Learning & development

Health & fitness classes

Mental well-being resources