Job Description
We are seeking an experienced Payroll Implementation Specialist to serve as the primary point of contact for new clients, ensuring a seamless transition from sales to client services and setting the stage for client success.
Job Responsibilities
Client Lifecyle Ownership
- Bridges the gap between Sales and Client Services.
- Explains the implementation process during the client kickoff call.
- Ensures all necessary forms/documentation are received from clients on time and in good order for go-live.
- Uses needs analysis tools to ensure all client requirements are documented and understood.
- Ensures all necessary information is procured/migrated from previous system for timely and accurate set up in the payroll system.
- Configures payroll system and reports to client requirements.
- Processes first payroll to ensure accuracy/consistency from previous system.
- Trains clients on the use of payroll system.
- Provides detailed instructions for how to handle taxes not remitted by former provider.
- Leads transition to client services.
- Serve as the primary point of contact and success manager for strategic clients who enter their own payroll/new hires.
- Leads platform transition program to migrate current clients from legacy payroll processing platforms to our current platform.
Qualifications / Experience
- Expert knowledge of payroll system set up/configuration, and reporting
- Strong to expert knowledge of MSFT Excel and emerging tools
- Professional and concise verbal, non-verbal, and written communication skills with ability to interface directly with clients large and small
- Strong knowledge of tax filing process, with multi-state payroll background
- Strong attention to detail and sense of urgency
- Exceptionally organized individual who juggles multiple projects with minimal oversight
- Team player with willingness to do no matter how small or large the task
- Positive attitude
- Flexible, adaptive, competitive, quality oriented
- Education: Bachelor’s Degree
- Experience: Multi-state Payroll bundled with 401(k) or HCM services
- Experience: Knowledgeable of tax remittance/filing processes and how to recognize taxable wage problems
- Scalability Mindset: Looks for leverage points and standardization opportunities to support growth
- Tech-Forward: Confident working in software-driven environments with evolving tools
- Service-Obsessed: Committed to raising the bar on client satisfaction and retention
- Operationally Precise: Excels at refining workflows, eliminating errors, and automating where possible
- Strong Communicator: Handles difficult conversations in a positive and professional manner
Our Values
- Champion a Winning Culture
- Commit to Excellence
- Deliver WOW Experiences
- Foster Strong Relationships
- Have a Servant’s Heart
- Drive Change and Innovation
We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.
Our Benefits
- 401(k) Plan with fully vested 5% employer match
- Company pays 100% of employee health insurance
- Generous Paid Time Off Policy
- Ability to work remotely
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