Implementation Specialist

Job Description

Position Description: Oversee and coordinate the implementation process, handling all client communication and ensuring positive initial experience.

Roles & Responsibilities:

Liaise with the Sales department to obtain all new client information

Establish communication with new clients and outline implementation timelines and initial onboarding call.

Travel to and from client for initial meeting to be in person to obtain all required information and deliver documentation as needed

Must have PrismHR and Payroll processing experience

Configure client demographic information in Prism as needed

Deliver all required data to Implementation Data Administrator for system configuration

Schedule and coordinate weekly status calls

Coordinate all activity required from the rest of the business 401(k), Workers’ Comp, 3rd party system integration, etc.)

Communicate all new client activity to the business

Schedule and attend client Enrollment Meetings to help introduce HR and Benefits representatives

Import employee data into the system for assigned clients

Conduct any required new hire onboarding trainings and assist clients with certifying I-9 forms

Coordinate payroll / 3rd party system trainings in preparation for first payroll

Supervise the handoff from Implementation to HR/Benefits Operations

Analyze Implementation Survey results and strategize on improvements

Experience:

3+ years customer service required.

PEO/HR/Benefits/Payroll experience a plus.

Qualifications:

Strong interpersonal skills

Strong written communication skills

Ability to multi-task and handle multiple clients’ needs

Excel / Outlook / PowerPoint

PrismHR/Payroll Processing

Ability to lead meetings / discussions

Data analysis

Powered by JazzHR

U07xQkCcq1

Full-time