Implementation Specialist

Client Onboarding

Conduct discovery meetings to gather and understand client requirements.
Evaluate existing systems to identify integration opportunities.
Develop and execute detailed implementation plans with timelines and milestones.

System Configuration and Integration

Customize the PEO platform to align with client business processes.
Oversee accurate and complete data migration.
Cookordination integration with third-party applications as needed.

Compliance and Regulatory Alignment

Ensure client payroll and HR practices comply with federal, state, and local regulations.
Provide expert guidance on best practices in compliance.

Training and Support

Lead training sessions for client teams on PEO systems and operational processes.
Provide responsive support throughout the implementation to resolve questions and issues.

Project Management

Monitor implementation progress and adjust plans to address issues or changes.
Collaborate with internal departments to ensure timely service delivery.
Communicate project status and updates to stakeholders.

Post-Implementation Review

Collect and analyze client feedback to assess satisfaction.
Recommend enhancements or additional services to optimize client experience.

Technical and Operational Support

Provide remote support during client conversions when necessary.
Adhere to project, departmental, and company procedures and quality standards.
Test and troubleshoot system configurations and functionality.
Validate system input, output, and connectivity;
Assist technical teams in resolving issues.
Upload and audit new client successor wages and set up PTO accrual policies.
Perform data entry and file uploads for client and employee records.
Quality check system setups, including Employee records (PTO policies, Benefit plan configurations, 401(k) and garnishment setups).
Ensure accurate and timely new client setups through thorough needs analysis.
Manage the electronic onboarding process, including setup, maintenance, and troubleshooting.
Update internal documentation as required.
Contribute to the creation of training materials and content.

Continuous Development

Continuously develop knowledge of software applications and industry standards.

Customer Service

Deliver exceptional customer service to ensure a high level of client satisfaction.

Qualifications

• Minimum 3 years of relevant experience, preferably within a PEO or payroll services environment.
• Bachelor's degree or equivalent work experience.
• Experience with PrismHR is highly preferred.
• Experience working with a sales team highly preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access).
• Proven ability to manage and prioritize multiple tasks efficiently.
• Strong communication skills (verbal, written, presentation).
• Ability to build and maintain professional client relationships.
• Strategic thinker with a hands-on, adaptable approach.
• Comfortable working in a fast-paced, dynamic environment.
• Ability to travel as required.