Job Description
Job DescriptionPosition 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
This role is Hybrid - 3 days in the office, 2 days work from home
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