Success Project Specialist

| Chicago

StratEx handles HR and Payroll services for small to mid-sized companies. The Success Project Specialist supports the execution of key client initiatives. They work closely with our Client Success Managers as well as directly with clients to set up new, or update current, client projects within our system, troubleshoot client issues, and deliver training to ensure our clients are properly using our software.

Job Responsibilities/Essential Functions include, but are not limited to:

  • Act as right hand to Client Success Manager, executing system set up and configuration

  • Set up system modules to client specifications – including, but not limited to, Payroll, Benefits, Time Away from Work, Timekeeping, and Recruitment

  • Facilitate client trainings

  • Leverage system knowledge to troubleshoot client issues and offer thorough and timely solutions

  • Focus on client satisfaction and identify opportunities for clients to more fully utilize the system

  • Audit team members’ work

  • Think innovatively about client issues and how they can be resolved within current system

  • Assist with QA testing as necessary

  • Regular and predictable attendance



  • Two years of project work experience and/or two years of customer service experience

  • Strong Excel knowledge preferred; otherwise eagerness to learn how to utilize Excel functionality

  • Innate curiosity, desire to understand and develop solutions for client concerns

  • Possess a strong work ethic and team player mentality

  • Willingness to work a flexible schedule and overtime when needed

  • Ability to organize several internal and external client tasks at one time

  • Strong initiative and the ability to work in a fast paced environment

  • Ability to communicate clearly and professionally, both verbally and in writing

  • Payroll, Human Resources, Benefits, Tech Industry experience preferred

  • Bachelor’s degree preferred



  • Leadership skills

  • Emotional Intelligence

  • Critical Thinking

  • Process Mapping

  • Accountability

  • Business Acumen

  • Time Management

  • Interpersonal Communication


Physical Requirements/Work Environment: 

  • Must be able to sit at a desk for extended periods of time while working

  • Must be able to proficiently operate a computer and VOIP phone as means of communication with colleagues and clients

  • Must be able to occasionally travel to on-site client meetings on a local and national scale

  • Must be able to work out of our HQ office in order to facilitate day to day activities as well as collaborate with team members on projects/audits


Equal Opportunity Statement:

Decisions and criteria governing the employment relationship with all employees at StratEx are made in a non-discriminatory manner, without regard to race, color, creed, religion, national origin, sex, marital status, pregnancy, disability, sexual orientation, gender expression, veteran status, age, FMLA status, or any other factor determined to be unlawful by federal, state or local statutes.

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444 N. Michigan Ave, Chicago, IL 60611

What are StratEx Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Child Care & Parental Leave Benefits
Remote Work Program
Vacation & Time Off Benefits
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
Stocked Kitchen
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
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