Overview:
For over 25 years, G&A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. A growing, Houston-based professional services firm, G&A Partners is currently seeking an Onboarding Project Manager to join its team at the corporate office, G&A satellite office, or in a fully remote setting.
A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and the opportunity to work for a highly respected and award-winning company.

SUMMARY

The Client Onboarding Project Manager is the primary liaison between new clients, internal and sales staff during the new client onboarding process. This position oversees the transition of new clients onto the G&A Platform by using a consultative approach to assess current state, map to the PEO co-employment structure and develop solutions where gaps exist. Manages client expectations throughout onboarding, anticipates and provides solutions to client issues to ensure a smooth transition. Owns the results of Net Promoter Score survey results and overall client satisfaction throughout the onboarding process.

EDUCATION:

• Bachelor’s Degree in a related field; or an equivalent combination of education and experience is required.

SKILLS & EXPERIENCE:

• 3 or more years of experience in managing large projects.
• 3 or more years of experience in working in an implementation or related role, with an emphasis on payroll and HR implementations and systems implementations.
• Experience in a PEO or client service setting is preferred.
• Excellent verbal and written communication skills.

COMPUTER SKILLS:

• Proficiency in Microsoft Office 365.

OTHER DUTIES:

• Participates in prospect meetings and conference calls to ensure a smooth onboarding experience, as requested by the Business Advisors.
• Maintains an understanding and knowledge of G&A’s products, services, and operations.
• Receives 1 or fewer than one client reassignments per year due to client dissatisfaction or personality conflicts
• Completes professional development on an annual basis through coordination with the department manager.
• Performs other duties as assigned.
  Qualifications:

Responsibilities:

• Successfully manages multiple client onboardings concurrently.
• Confirms information provided during the sales handoff is accurate and in line with the client’s expectations.
• Manages the new client onboarding process from contract execution and throughout the onboarding phase of the client relationship.
• Works with the client to ensure they understand the co-employment relationship.
• Initiates and oversees the implementation of the products and services outlined in the customer service agreement.
• Coordinates and facilitates recurring client status meetings and oversees the onboarding of all accounts.
• Manages/oversees the completion of interdepartmental tasks/projects and provides timely and accurate updates on project status to the client.
• Oversees and monitors payroll, benefits, and technology implementations of new clients through the transition of the account to the ongoing client service team.
• Acts as liaison/facilitator across technical and operational departments to resolve onboarding issues as necessary to meet the client’s needs and go-live timeline requirements.
• Coordinates and facilitates client and employee orientation meetings, onsite or via online webinar.
• Manages communication regarding new clients to appropriate departments within the G&A organization.
• Educates the Client Advocate and ongoing client service team on outstanding projects and the client’s needs and expectations; remains engaged on an as needed basis.
• Successfully transitions the client to the ongoing assigned client services team in a timely fashion.
• Maintains an average error ratio of less than or equal to 5 errors per year. (internal and external)
• For 100% of A clients and complex clients, conducts a weekly status call during the entire onboarding process through the time the 3rd payroll is processed, and/or the client is fully implemented and error free, whichever occurs late