New Client Onboarding Specialist

6 days ago

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

We are seeking a highly skilled New Client Setup Specialist to join our team at Paycom. As a key member of our client onboarding process, you will be responsible for guiding new clients through the implementation of our software, ensuring a seamless experience and successful first payroll.

Responsibilities
  • Serve as the primary point of contact for new clients, providing exceptional support and guidance throughout the onboarding process.
  • Complete setup tasks, including company banking information, employee data imports, general ledger mapping, time-off accrual setup, earning/deduction/labor allocation structure, and timekeeping setup.
  • Conduct and/or participate in setup milestone conference calls as outlined in the implementation process.
  • Compose, manage, and respond to emails from internal partners and external clients regarding assigned payroll implementations.
  • Assist clients with various setup-related questions and scenarios over the phone, including payroll processing questions, timekeeping functionality adjustments, time-off accrual setup questions, and software-related requests.
  • Complete conversion of data through Paycom's internal systems to ensure data integrity.
  • Attend internal team, supervisor group, and company meetings, as well as complete role-specific process, software, and company training sessions.
  • Submit all sensitive data through appropriate Paycom platforms in accordance with Paycom Security Standards.
  • Coordinate payroll processing timelines with clients to ensure payroll is submitted in accordance with Paycom submission deadlines.
  • Communicate the importance of data validation and first payroll preparation requirements to clients to ensure perfect first payrolls.
  • Process standard payrolls under direct supervision.
  • Ensure documentation on client processes and notes are logged timely within Paycom CRM.
  • Monitor all communication channels, including email and telephone notifications, and provide prompt responses.
  • Answer standard questions under direct supervision.
  • Keep management informed of area activities and any significant client problems.
  • Work under direct supervision.
  • Resolve routine questions and problems using understanding of functional area.
  • Refer more complex issues to higher levels.
  • Follow established procedures to accomplish requirements of job.
  • Build rapport and trust with clients.
  • Adhere 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 and 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).

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