Onsite Implementation Specialist

Posted 12 hours ago

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About the role

  • Implementation Specialist responsible for client engagement and payroll processes at Acrisure. Building strong relationships and delivering quality care to clients throughout the onboarding journey.

Responsibilities

  • Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team
  • Develop strong client relationships through care, focus and quality in every step of the client experience
  • Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication
  • Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing
  • Assist clients to navigate and learn technical aspects and self-service options
  • Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment
  • Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures
  • Build strong relationships with internal and external partners to achieve top-notch client experience and client retention
  • Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally

Requirements

  • High school diploma or equivalent
  • 1+ years experience in technology, customer-facing role or sales
  • Computer literate with strong technical aptitude and a drive to learn
  • Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities
  • Demonstrates client-centric mentality with empathy, care and high engagement attitude
  • Ability to successfully operate in an entrepreneurially-spirited work environment
  • Must have analytical, problem solving and critical thinking skills and comfortable making quality decisions
  • Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent
  • High personal accountability to meet team and individual metrics
  • Outstanding organizational and follow up skills
  • 2+ years experience in Operations, Sales Support or client-facing position

Benefits

  • Comprehensive medical insurance, dental insurance, and vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

Job title

Implementation Specialist

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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