Client Relations Specialist

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The Client Relations Specialist plays a key role in managing relationships with clients, ensuring smooth communication, and supporting deal execution.

Core Job Duties

• Serve as the primary point of contact for clients throughout the M&A process.
• Assist clients in understanding deal structures, timelines, and financial implications.
• Coordinate communication between internal teams, investors, and external stakeholders.
• Ensure accurate documentation and compliance with regulatory requirements.
• Support due diligence efforts by gathering and organizing relevant client information.
• Address client inquiries and provide strategic insights to enhance deal success.
• Maintain strong relationships with clients post-transaction to ensure continued support.
• Collaborate with internal teams to optimize payroll solutions and service delivery.
• Maintain detailed records of client interactions and payroll-related transactions.
• Stay updated on industry trends and payroll software advancements.

Minimum Qualifications

• 3+yearsrelatedexperiencewithinProcessManagement,DataAnalytics,orStrategicOperations
• Experience in client relations, investment banking, or corporate finance.
• Strong communication and negotiation skills.
• Knowledge of M&A processes, financial modeling, and regulatory compliance.
• Ability to manage multiple projects in a fast-paced environment.
• Proficiency in CRM software and financial analysis tools.
• Advanced skills in MS Excel, PowerPoint, Smartsheet

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

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