Implementation Specialist
Job Description
Serve as the primary point of contact for new clients during the onboarding phase
Lead kickoff meetings to establish timelines, expectations, and success criteria
Manage full-cycle implementation, including payroll, benefits, HRIS, compliance, and other PEO services
Ensure accurate and timely setup of client accounts, employee data, and system configurations
Project Management
Develop and manage detailed onboarding project plans, timelines, and milestones
Track progress and proactively address risks, delays, or issues
Coordinate cross-functionally with internal teams (payroll, benefits, HR, compliance, IT) to ensure smooth execution
Maintain consistent communication with stakeholders throughout the implementation lifecycle
Relationship Management
Build strong, consultative relationships with client stakeholders
Serve as a trusted advisor by understanding client needs and aligning solutions accordingly
Provide guidance and education on PEO services, processes, and best practices
Ensure a positive client experience and high satisfaction during onboarding
Sales Handoff & Transition
Partner closely with Sales to ensure a thorough and smooth handoff
Review client expectations, scope, and agreements to ensure alignment
Successfully transition clients from implementation to long-term service teams
Documentation & Compliance
Ensure all required documentation is collected, accurate, and compliant
Maintain detailed records of onboarding activities and client interactions
Support adherence to regulatory and internal compliance standards
Qualifications
- 2–5+ years of experience in implementation, onboarding, account management, or project management
- Experience in PEO, HR services, payroll, benefits administration, or related field highly preferred
- Strong project management skills with the ability to manage multiple clients simultaneously
- Excellent interpersonal, communication, and relationship-building skills
- High attention to detail and strong organizational skills
Additional Information
Please see our company Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Retailer plan
- Vision insurance