Vice President of Client Engagement, PEO

Vice President of Client Engagement, PEO

Location:

Atlanta, GA or Tampa, FL (Hybrid, approximately 40% travel)

Our client is a nationally recognized HR outsourcing and workforce solutions organization, providing human capital, payroll, benefits, and compliance services to small and mid-sized businesses across the United States. With a strong and expanding footprint across the Southeast and major U.S. markets, the company is known for its deep client partnerships, commitment to operational excellence, and culture of growth and innovation.

They will have a passion for developing leaders, fostering accountability, and elevating client service standards in a fast-paced, high-growth organization.

The Vice President of Client Engagement & Success will serve as a strategic executive responsible for leading national client service and retention operations. Reporting directly to the COO, this individual will oversee multiple Director-level leaders across Account Management, HR Business Partnership, and Client Engagement functions, managing a total organization of approximately 45 professionals.

The successful candidate will bring proven experience building proactive client success programs, elevating service quality, and driving measurable results in client satisfaction and retention. This is an ideal opportunity for a “leader of leaders” who thrives in a collaborative, growth-oriented environment within the HR, PEO, or HCM industry.

This position requires a strategic, influential leader with a track record of building scalable client engagement and retention frameworks within the HR outsourcing or HCM industry. The right candidate will be proactive, analytical, and relationship-focused, with the ability to balance strategic vision and day-to-day operational execution.

• Lead, mentor, and develop a team of five Directors overseeing account management and HR partnership teams.
• Establish clear expectations, consistent processes, and a culture of accountability and service excellence.
• Drive transformation from reactive client service to a proactive, relationship-driven engagement model.
• Partner cross-functionally with Finance, Sales, Operations, and Product leaders to ensure cohesive client delivery.
• Serve as a trusted advisor to the COO and executive team, providing insights on client trends, retention strategies, and performance improvements.

• Design and execute strategies to improve client satisfaction, NPS, and revenue retention.
• Implement consistent use of the client engagement playbook and performance dashboards.
• Leverage Salesforce CRM for client data management, accountability tracking, and proactive outreach.
• Partner with leaders to identify client needs, early warning indicators, and service gaps.
• Represent the organization in executive-level client meetings and events to reinforce partnership value.

• Collaborate with key department heads to streamline service delivery and improve operational performance.
• Utilize data-driven insights to identify opportunities for efficiency and process optimization.
• Partner with Finance and senior leadership to monitor revenue retention and client health metrics.
• Act as the “voice of the client” to influence internal strategy and service enhancements.

• Bachelor’s degree in Human Resources, Business Administration, or a related field required;
  Master’s preferred.
• 8+ years of experience in client success, HR operations, or account management within PEO, HRO, or HCM environments.
• 5+ years as a Senior Director or VP-level leadership role managing multi-disciplinary, geographically dispersed teams.
• Demonstrated success leading director-level leaders and driving high-performance culture.
• Strong understanding of HR, payroll, benefits, and compliance operations.
• Salesforce CRM experience required, including dashboards, campaign tracking, and accountability metrics.
• Exceptional executive presence, communication, and cross-functional collaboration skills.
• SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred.

Job Number 7678