Implementation Specialist

at  Engage PEO

Location: United States-Remote
Department: Implementation
Position Type: Full Time-Non-Exempt
Engage PEO, recognized on the ‘INC. 5000 Honor Roll for the Fastest Growing Private Companies’ is seeking future Engagers who are ready to build a rewarding future. The Implementation Specialist collaborates with new clients to collect company and employee data, configure systems, and coordinate with team members and vendors to ensure a seamless transition. In this key role, the primary responsibility is serving as the main payroll contact for onboarding new clients, managing initial payroll processing and account maintenance.

REQUIREMENTS:

• Stays organized and can multi-task with proficiency
• Seeks high-quality service standards and will not settle for the status quo
• Practices excellence in written as well as verbal communication
• Works well with a dynamic team and adapts easily to changes and process improvements
• Demonstrates an open-minded, collaborative work style with a diverse service team
• Strives to meet goals and deadlines consistently
• Extremely detail-oriented with a demonstrated ability to prioritize work

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Business Administration or a related field
• Minimum 3 years’ experience of high-volume payroll processing or implementation
• ClientSpace and PrismHR knowledge a plus
• PEO or ASO experience is preferred
• Proficient with MS Office Suite

• Schedules implementation meetings with clients and team members to provide a warm welcome and begins the data-gathering process. Schedules additional meetings throughout the implementation phase.
• Maintains project milestones and tasks in the project management system, ensuring the client is engaged and completing tasks as assigned and by the timeline. Sets priorities with clients and communicates issues or delays with the internal service team and sales.
• Analyzes and scrubs employee files for import into the HRIS system to begin new hire onboarding.
• Monitors onboarding with clients and coordinates with the Benefits Team in preparation for enrollment.
• Provides training to the client in the HRIS system – navigation, employee updates, reporting, onboarding, and enrollment monitoring, HR Action and PTO approvals, and payroll submission and approval.
• Generates mock payroll reports and submits them to team members for auditing. Audits billing – admin fees, credits, implementation fees, and all payroll-related fees.