Company
SaaS
ClientImplementationSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Implementation Specialist. Skills: Client implementation, Project management, Client training. Complete client shell setup. Create dashboard in Prism”
What You'll Achieve.
Client success during implementation; Client satisfaction during implementation
Industry & Context.
Problem-solving
Stand and walk, Close vision, Color vision, Adjust focus, Talk and hear, Moderate concentration, Moderate intensity, Prolonged mental effort, Average memory, Moderate noise level
What They're Looking For.
Must Have
3 years related experience required, HRIS/CRM/Systems experience, Payroll & tax subject matter knowledge, Analytical skills, Time management skills, Excellent written and verbal communication, Project management skills, Problem-solving skills, Office product knowledge
Nice to Have
Associate degree preferred
What You'll Do.
Complete client shell setup
Create dashboard in Prism
Manage multiple client implementations
Train newly onboarded clients
Act as liaison between internal stakeholders
Develop implementation project plans
Execute implementation project plans
Consult with clients on payroll
Consult with clients on HR
Consult with clients on benefits
Determine client business concerns
Recommend appropriate solution
Implement appropriate solution
Maintain Client Space
Initiate client implementation process
Review client payroll data
Audit client payroll data
Review client HR data
Understand Service Types
Understand Service Model
Facilitate client transition
How You'll Work.
Team & Collaboration
Internal stakeholders; Business Consultant
Communication Scope
Written communication; Verbal communication
Process & Methodology
Project management
Full Job Description
## Description • Job Title: Client Implementation Specialist • Overview: The Client Implementation Specialist engages new clients and manages the full implementation phase. This position is the client’s main point of contact during implementation and is responsible for overall client success and satisfaction during the implementation of our products/services. • Essential Duties and Responsibilities: • Complete client shell setup and dashboard creation in Prism (HRIS) for new clients. • Manage multiple client implementations, run first payroll(s), and train newly onboarded clients. • Act as a liaison between internal stakeholders. • Develop and execute implementation project plans. • Consult with clients to determine payroll, HR, and benefit needs; recognize client business concerns and recommend and implement an appropriate solution. • Maintain Client Space (CRM) by updating milestones, tasks, and other related items. • Work with Business Consultant to initiate the client implementation process. • Review and audit client payroll and HR data for accuracy. • Understand our Service Types and Service Model to facilitate client transition to the ongoing service model. • Knowledge, Skills, and Abilities: • HR/Payroll Outsourcing and/or PEO industry knowledge required • HRIS/CRM/Systems experience • Payroll & tax subject matter knowledge • Analytical skills • Time management skills • Excellent written and verbal communication • Project management skills • Problem-solving skills • Office product knowledge • Education & Experience: • Associate degree preferred • 3 years related experience required • Physical Demands: • Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. • Frequently required to sit; occasionally required to stand and walk. • Specific vision abilities required include close vision, color vision, and ability to adjust focus. • Frequently required to talk and hear. • Moderate concentration/intensity, which inc
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