New Client Implementation Specialist

Summary/Objective

The Implementation Specialist is responsible for the timely and accurate setup of new client accounts. This role is the first hands-on touchpoint in the client’s payroll journey with DecisionHR by processing initial payrolls, building strong client relationships from day one, and coordinating across internal departments to ensure every new client’s onboarding experience is seamless, professional, and white-glove from start to finish.

Essential Functions

• Make contact with new clients within 24 hours of receiving a signed contract to gather all necessary information and initiate the onboarding process.
• Set up new client accounts accurately and completely, including employee and client data, pay rates, deductions, departments, and tax jurisdictions.
• Process the initial payroll(s) with each new client, maintaining direct oversight until the payroll has been confirmed as set up accurately and running correctly.
• Produce all required reports as requested by the client during and following the implementation period.
• Update and maintain employee and client information to ensure year-end W-2 processing is accurate, including name changes, pay rate updates, addresses, departmental changes, new hires, rehires, and terminations.
• Inspect data and reports for accuracy before delivery; identify and resolve discrepancies quickly to maintain client confidence during the critical onboarding window.
• Build and maintain strong, trust-based relationships with new clients through excellent customer service and responsive, professional communication throughout the implementation process.
• Cross-functional coordination with all internal departments — including Payroll, HR, Benefits, Risk, Sales, and Client Experience — to onboard new clients and their employees in a timely and accurate manner.

Required Education and Experience

• A high school diploma or GED is required.
• A minimum of 3–5 years of payroll processing experience is required.
• Proven ability to communicate effectively, both verbally and in writing, and to build cooperative, trust-based relationships with clients and coworkers is required.
• A bachelor’s degree in a related field is preferred.
• 5+ years of payroll processing experience, preferably in a PEO or multi-client payroll environment, is preferred.
• Experience with Worklio payroll software; additional payroll platform experience is a plus.

Preferred Education and Experience

• A bachelor’s degree in a related field is preferred.
• 5+ years of payroll processing experience, preferably in a PEO or multi-client payroll environment, is preferred.
• Experience with Worklio payroll software; additional payroll platform experience is a plus.