Transition Specialist Representative

The Transition Specialist Representative leads the Paycom implementation by partnering with Outside Sales Reps, Client Relations Representatives (CRR), Paycom Specialists (PSD), and New Client Setup (NCS) Specialists to ensure a successful implementation by guiding our clients to 100% usage and adoption of the Paycom solution. They lead communications with internal and external stakeholders and project personnel, ensuring timely and accurate completion of the project.

Responsibilities
Workload & Project Management:

• Defines a detailed implementation plan for all customers which includes the goal of 100% employee usage
• Successfully implements newly released products with all clients.
• Holds clients accountable to deadlines and drives projects to a successful and timely completion while achieving position metrics and customer satisfaction.
• Achieving results by organizing time effectively and utilizing self-management habits that lead to increased productivity.
• Managing and allocating resources to ensure work is completed efficiently and effectively on or before deliverable deadline(s).
• Processes standard to complex payrolls under limited supervision & coordinates payroll processing timelines with all clients to ensure payroll is submitted in accordance to Paycom submission deadlines
• Holds internal and external partners accountable to project objectives and timelines
• Provides technical and functional support to all internal and external parties with a Paycom Project Plan to collect outstanding data for each client(s) and ensure all deadlines are met
• Works with client(s) to map their current process, understand client pain points and identify areas of improvement to maximize efficiencies through use of the Paycom solution and best practices
• Coordinates with client(s) to collect setup documentation of all applicable HCM products
• Ensures all open implementation tasks are completed, client(s) acceptance meeting is successfully conducted, and all handoff requirements are met per the process to indicate that the client is trained and prepared to transition to the long-term care teams (PSD/CRR)
• Consistently meets internal deadlines for reports, trainings, etc.
• Leads the internal implementation team in the creation and execution of employee usage strategies

Risk Management

• Diagnoses, researches and resolves customer concerns and requests
• Makes independent decisions on problem resolution that are consistent with Paycom policies and procedures
• Submits all sensitive data through appropriate Paycom platforms in accordance with Paycom Security Standards
• Proactively anticipates client(s) needs and assesses risk
• Keeps management informed of any significant client problems

Training & Mentoring

• Utilizes the Paycom Project Plan to record setup and trainings for all HCM products per client(s)
• Promotes the use of Paycom HCM products through training on site or via web meeting
• Ensures all trainings have client acceptance and meet all Paycom standards

Change Management

• Actively drives the company vision through the utilization of the Paycom solution
• Easily adapts to internal process changes and stays up to date on product developments
• Completes Paycom product training to stay abreast of new releases and functionality in order to successfully advise and direct clients on best practices to platform optimization
• Holds internal and external partners accountable to project objectives and timelines
• Demonstrates initiative by constantly looking for and recommending ways to improve the TSR role

Communication

• Monitors all communication channels including but not limited to e-mail and telephone notifications providing prompt responses
• Answers standard to complex questions under limited supervision
• Communicates the importance of data validation and first payroll preparation requirements to all clients to ensure perfect first payrolls
• Ensures documentation of client processes and account notes are logged timely within Paycom Client Intelligence (PCI)
• Ensures proper meeting etiquette by paying attention to the correct posture, inflection, courtesy, tone, understandability and rate of speech
• Communicates effectively with clients and colleagues to establish cordial/effective working relationships
• Tactfully communicates critical feedback to clients, colleagues and manager
• Assumes responsibility for establishing and maintaining effective communication and coordination with Paycom personnel and management
• Attends and leads meetings as required (on site and/or web meeting)
• Maintains a positive attitude with all Paycom personnel and management
• Adheres to all policies of Paycom including those outlined in the Paycom Employee Handbook
• Communicates agendas and recaps for all meetings and trainings

Travel

• Up to 100% travel – may include overnight on all avenues of transportation (plane, train and/or automobile)
• Required to attend in person New Hire, Regional and Department training