Client Success Specialist, Spending Accounts
OVERVIEW
Client Success Specialist, Spending Accounts
Location: Remote
At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Success Specialist, Spending Accounts who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.
This role will focus on supporting spending account (FSA/HSA/HRA and related) clients through implementation setup, routine service requests, and basic issue resolution—while maintaining accurate records and partnering closely with Onboarding, Client Success, and internal operations teams.
Why Alera Group
• Make an Impact: Your work supports businesses and individuals in protecting what matters most.
• Grow With Us: We invest in development, mentorship, and long-term career growth.
• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
• National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.
RESPONSIBILITIES
What You’ll Do / Your Impact
The Client Success Specialist, Spending Accounts (CSS) provides direct support in system setup and day-to-day service requests. This role is responsible for handling routine client inquiries, processing updates, and assisting in client implementations. The CSS works closely with the Onboarding Specialist, Client Success Manager (CSM) and Sr. CSS to ensure a seamless client experience and operational efficiency.
Client System Support
• Assists with data collection, platform setup, and configuration to support new client implementations.
• Ensures tasks are completed accurately and in a timely manner.
Ongoing Client Support & Issue Resolution
• Handles routine client inquiries, resolves basic system issues, and escalates more complex cases to the Sr. CSS or CSM.
• Ensures timely and accurate updates to client accounts.
Data & Process Management
• Maintains accurate client records, ensures data integrity, and assists in quality control efforts.
• Supports internal documentation efforts to streamline onboarding and service processes.
Collaboration & Communication
• Works closely with internal teams, including Onboarding and Client Success, to support client needs.
• Communicates client feedback and common issues to support service improvements.
Training & Development
• Participates in training programs and mentorship opportunities to enhance system knowledge and client service skills.
• Works towards developing proficiency in benefits technology platforms.
QUALIFICATIONS
What You Bring
Required
• Experience in client service, account management, or benefits administration (spending accounts such as FSAs, HSAs, HRAs, or commuter benefits).
• Strong customer service mindset with a focus on problem resolution and client satisfaction.
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
• Ability to manage multiple tasks with attention to detail and accuracy.
• Strong verbal and written communication skills with a client-focused approach.
Preferred
• Bachelor’s degree in Business, Communications, or a related field preferred.
• Experience with CRM and project management tools (e.g., Zoho, Salesforce) preferred.
• Comfort learning and working in benefits technology platforms; eagerness to participate in training and internal development programs.
• Relevant professional certifications (e.g., CEBS) are a plus.
Core Competencies
• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
ADDITIONAL INFORMATION
Compensation:
Salary range: $50,000 – $60,000 per year
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Remote
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities
Whether you’re deepening your technical expertise or preparing for leadership, we’re invested in helping you grow.
We're 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, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
#LI-KC1
#LI-Remote
Location Type
Remote
Apply tot his job
Apply To this Job
Client Success Specialist, Spending Accounts
Location: Remote
At Alera Group, our Employee Benefits team helps employers design, implement, and support programs that care for people and strengthen organizations. We’re seeking a Client Success Specialist, Spending Accounts who will provide direct support in system setup and day-to-day service requests, ensuring a seamless client experience and operational accuracy.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We serve clients across Employee Benefits, Property & Casualty Insurance, and Financial Services. With offices nationwide, we combine national strength with local service through a deeply collaborative approach.
This role will focus on supporting spending account (FSA/HSA/HRA and related) clients through implementation setup, routine service requests, and basic issue resolution—while maintaining accurate records and partnering closely with Onboarding, Client Success, and internal operations teams.
Why Alera Group
• Make an Impact: Your work supports businesses and individuals in protecting what matters most.
• Grow With Us: We invest in development, mentorship, and long-term career growth.
• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
• National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.
RESPONSIBILITIES
What You’ll Do / Your Impact
The Client Success Specialist, Spending Accounts (CSS) provides direct support in system setup and day-to-day service requests. This role is responsible for handling routine client inquiries, processing updates, and assisting in client implementations. The CSS works closely with the Onboarding Specialist, Client Success Manager (CSM) and Sr. CSS to ensure a seamless client experience and operational efficiency.
Client System Support
• Assists with data collection, platform setup, and configuration to support new client implementations.
• Ensures tasks are completed accurately and in a timely manner.
Ongoing Client Support & Issue Resolution
• Handles routine client inquiries, resolves basic system issues, and escalates more complex cases to the Sr. CSS or CSM.
• Ensures timely and accurate updates to client accounts.
Data & Process Management
• Maintains accurate client records, ensures data integrity, and assists in quality control efforts.
• Supports internal documentation efforts to streamline onboarding and service processes.
Collaboration & Communication
• Works closely with internal teams, including Onboarding and Client Success, to support client needs.
• Communicates client feedback and common issues to support service improvements.
Training & Development
• Participates in training programs and mentorship opportunities to enhance system knowledge and client service skills.
• Works towards developing proficiency in benefits technology platforms.
QUALIFICATIONS
What You Bring
Required
• Experience in client service, account management, or benefits administration (spending accounts such as FSAs, HSAs, HRAs, or commuter benefits).
• Strong customer service mindset with a focus on problem resolution and client satisfaction.
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
• Ability to manage multiple tasks with attention to detail and accuracy.
• Strong verbal and written communication skills with a client-focused approach.
Preferred
• Bachelor’s degree in Business, Communications, or a related field preferred.
• Experience with CRM and project management tools (e.g., Zoho, Salesforce) preferred.
• Comfort learning and working in benefits technology platforms; eagerness to participate in training and internal development programs.
• Relevant professional certifications (e.g., CEBS) are a plus.
Core Competencies
• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
ADDITIONAL INFORMATION
Compensation:
Salary range: $50,000 – $60,000 per year
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Remote
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
• Role-specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge-sharing communities
Whether you’re deepening your technical expertise or preparing for leadership, we’re invested in helping you grow.
We're 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, or any other protected class.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
#LI-KC1
#LI-Remote
Location Type
Remote
Apply tot his job
Apply To this Job