New Client Onboarding Specialist

4 weeks ago

Oklahoma City, Oklahoma, United States Paycom Full time
Job Details

Level
Entry

Job Location
Paycom Office - Oklahoma City, OK

Position Type
Full Time

Education Level
Bachelors or Equivalent Experience

Travel Percentage
None

Job Category
Client Setup & Service

Job Description

The Paycom Client Setup Specialist is responsible for onboarding and guiding new clients to achieve their first successful payroll within Paycom. This role involves educating new clients, customizing software setup to meet their needs, and ensuring a smooth adoption of the Paycom software. The specialist will also collaborate closely with internal partners to provide a seamless experience for clients.

Responsibilities

  • Serves as the primary point of contact for new clients of Paycom
  • Completes setup tasks for new clients, including company banking information, employee data imports, general ledger mapping, time-off accrual setup, earning/deduction/labor allocation structure, and timekeeping setup
  • Conducts and/or participates in various setup milestone conference calls as outlined in the implementation process
  • Composes, manages, and responds to emails from internal partners and external clients regarding assigned payroll implementations
  • Assists clients with various setup-related questions and scenarios over the phone, including payroll processing questions, timekeeping functionality adjustments, time-off accrual setup questions, adding different earning/deduction codes, employee pay inquiries, payroll funding communication, general ledger questions, and other software-related requests
  • Completes data conversion through Paycom's internal systems to ensure data integrity
  • Attends internal team, supervisor group, and company meetings, as well as completes role-specific process, software, and company training sessions
  • Submits sensitive data through appropriate Paycom platforms in accordance with Paycom Security Standards
  • Coordinates payroll processing timelines with clients to ensure payroll is submitted in accordance with Paycom submission deadlines
  • Communicates the importance of data validation and first payroll preparation requirements to clients to ensure perfect first payrolls
  • Processes standard payrolls under direct supervision
  • Ensures documentation on client processes and notes are logged timely within Paycom CRM
  • Monitors all communication channels, including email and telephone notifications, and provides prompt responses
  • Answers standard questions under direct supervision
  • Keeps management informed of area activities and any significant client problems
  • Works under direct supervision
  • Resolves routine questions and problems using understanding of functional area
  • Refers more complex issues to higher levels
  • Follows established procedures to accomplish requirements of job
  • Builds rapport and trust with clients
  • Adheres to all policies of Paycom, including those outlined in the Paycom Employee Handbook


Qualifications

  • Bachelor's Degree, or in lieu of Bachelor's degree, 4 years of experience in client service or implementation-focused role or 1 year of continuous employment with Paycom


Preferred Qualifications

  • Bachelor's degree in business-related field


Skills/Abilities

  • Strong organizational skills while managing multiple tasks or projects
  • Software troubleshooting experience
  • Ability to consistently and effectively execute client meetings with business acumen
  • Ability to work as part of a cross-functional team
  • Intermediate knowledge of the industry, software, and processes
  • Detail-oriented and consistently delivers high-quality results
  • Intermediate project management and planning skills
  • Ability to maintain professional appearance and calm demeanor
  • Ability to prioritize objectives
  • Intermediate problem-solving and conflict resolution skills
  • Ability to write clearly and informatively
  • Bilingual preferred (ability to read, write, and translate in both English and Spanish)


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and fingers to handle, type, or feel; reach with hands and arms; and talk or hear. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment and Environmental Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

No hazardous or significantly unpleasant conditions. (Such as in a typical office). The noise level in the work environment is usually moderate.

Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind. Paycom makes employment decisions on the basis of business needs, job requirements, individual qualifications, and merit. Paycom wants to have the best available people in every job. Therefore, Paycom does not permit its employees to harass, discriminate, or retaliate against other employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status, or any other consideration made unlawful by applicable laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and separation of employment. The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures. Any questions or concerns should be referred to the Human Resources Department. ****To learn more about Paycom's affirmative action policy, equal employment opportunity, or to request an accommodation - Click on the link to find more information: paycom.com/careers/eeoc

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