Implementation Specialist III

4 weeks ago

Chula Vista, California, United States Green Leaf Payroll & Business Solutions, Inc. Full time
Job Summary

The Implementation Specialist III is responsible for overseeing all aspects of client onboarding and ensuring a smooth transition onto the Green Leaf Payroll and Business Solutions platform. This role involves interacting with customers to provide information and handle onboarding processes, as well as conducting full training of the Payroll system and assisting with creating custom reports per client request.

Key Responsibilities
  • Confer with customers to provide information about products or services and necessary paperwork for intake.
  • Contact clients frequently to obtain required business documentation, such as their Employer Identification Number (EIN).
  • Research and resolve service-related questions, concerns, and problems for clients in a friendly and timely manner.
  • Maintain a high rate of client retention through quality service.
  • Communicate initial set up costs and any other associated fees.
  • Coordinate first meetings or contacts between assigned departments to facilitate the entire implementation experience.
  • Audit prior wages, taxes, and additional payroll files before importing into Payroll.
  • Establish and maintain a positive working relationship with clients, agencies, and coworkers to promote a quality service image.
  • Refer unresolved customer grievances to designated departments for further investigation.
  • Train clients on all systems associated with processing payroll and onboarding of their employees.

Requirements
  • Associate's degree in accounting, business, or a related field; or equivalent combination of education and experience.
  • Experience in Payroll Implementation, specifically within Kronos, preferred.
  • 4+ years of office experience or similar work environment.
  • Strong organization, oral, and written communication skills.
  • Ability to work independently and manage multiple projects and deadlines.
  • Strong computer aptitude, including expertise with Microsoft Excel and Word, as well as experience with Accounting software.
  • Ability to analyze data with particular attention to detail.
  • Proven ability in customer service and problem resolution.
  • Excellent written, oral, and presentation communication skills.
  • Strong customer service orientation.

Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

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