Strategic Account Manager – PEO & Enterprise Solutions

Role Overview:

To own the strategic partnership between SVI and its client, acting as the catalyst for the client’s digital transformation. The AM leverages SVI’s "Service as Software" (SaS) and "Software Development" capabilities to decouple client’s revenue growth from operational cost, ensuring execution excellence through Human-In-The-Loop (HITL) workflows.

Responsibilities:

• Translate operational pain points (payroll latency, risk data gaps) into detailed functional specifications for SVI’s Engineering and Operations teams.
• Draft and negotiate outcome-based Statements of Work (SOWs) that define clear deliverables, accuracy SLAs, and HITL protocols.
• Serve as Product Owner for integrations and custom builds, managing user stories and backlogs.
• Oversee the daily performance of SVI agents/teams, serving as the primary escalation point for SLA breaches.
• Lead HITL feedback and continuous improvement.
• Maintain the "Account Health Dashboard," providing client leadership with transparent visibility into throughput, accuracy, and value realized.
• Ensure all SVI services comply with PEO regulations, SOC2 standards, and data privacy requirements.
• Execute land-and-expand strategy across branches.
• Align SVI’s service roadmap with client’s corporate initiatives (e.g., Portal, geographic expansion).
• Conduct Quarterly Business Reviews (QBRs) to demonstrate ROI and secure renewals/upsells.
• Manage relationships with business, technical, and operational stakeholders.

Skills:

• Deep understanding of co-employment, payroll tax logic, workers' comp class codes, and HR compliance.
• Familiarity with FLSA, OSHA, and state-specific labor laws (especially CA, OR, WA)
• Understanding of AI agent limitations and HITL models
• Ability to manage Agile projects, define APIs, and write user stories.
• Ability to analyze data and define validation rules.
• Ability to diagnose root causes and build an ROI business case
• Proficiency in drafting detailed SOWs and SLAs.

Qualifications:

• Bachelor’s degree in Business, Information Technology, Computer Science, Engineering or a related field required.
• Experience in business analysis, project management or account management
• Experience managing multi-site deployments and high-priority escalations.
• Willingness to work onsite
• Willingness to travel to different client branches/sites