Implementation Specialist
Peoplease
- Orlando, FL
- Permanent
- Full-time
Client Onboarding
- Conduct discovery meetings to gather and understand client requirements.
- Evaluate existing systems to identify integration opportunities.
- Develop and execute detailed implementation plans with timelines and milestones.
- Customize the PEO platform to align with client business processes.
- Oversee accurate and complete data migration.
- Coordinate integration with third-party applications as needed.
- Ensure client payroll and HR practices comply with federal, state, and local regulations.
- Provide expert guidance on best practices in compliance.
- Lead training sessions for client teams on PEO systems and operational processes.
- Provide responsive support throughout the implementation to resolve questions and issues.
- Monitor implementation progress and adjust plans to address issues or changes.
- Collaborate with internal departments to ensure timely service delivery.
- Communicate project status and updates to stakeholders.
- Collect and analyze client feedback to assess satisfaction.
- Recommend enhancements or additional services to optimize client experience.
- Provide remote support during client conversions when necessary.
- Adhere to project, departmental, and company procedures and quality standards.
- Test and troubleshoot system configurations and functionality.
- Validate system input, output, and connectivity; assist technical teams in resolving issues.
- Upload and audit new client successor wages and set up PTO accrual policies.
- Perform data entry and file uploads for client and employee records.
- Quality check system setups, including Employee records (PTO policies, Benefit plan configurations, 401(k) and garnishment setups).
- Ensure accurate and timely new client setups through thorough needs analysis.
- Manage the electronic onboarding process, including setup, maintenance, and troubleshooting.
- Update internal documentation as required.
- Contribute to the creation of training materials and content.
- Continuously develop knowledge of software applications and industry standards.
- Deliver exceptional customer service to ensure a high level of client satisfaction.
- Perform other duties as assigned.
- Minimum 3 years of relevant experience, preferably within a PEO or payroll services environment.
- Bachelor's degree or equivalent work experience.
- Experience with PrismHR is highly preferred.
- Experience working with a sales team highly preferred.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access).
- Proven ability to manage and prioritize multiple tasks efficiently.
- Strong communication skills (verbal, written, presentation).
- Ability to build and maintain professional client relationships.
- Strategic thinker with a hands-on, adaptable approach.
- Comfortable working in a fast-paced, dynamic environment.
- Ability to travel as required.
- Be part of an innovative and growth-oriented company in the PEO industry.
- Opportunity to drive meaningful impact and lead a high-performing team.
- Competitive salary and benefits package.