Client Implementation Specialist
Insurance Office of America
About This Role
Description
Job Description:
Title: Client Implementation Specialist
Work Mode: Fully remote | Location/Supporting: Lakewood Ranch, FL or Longwood, FL | Experience: 3-5 years Payroll / HRIS / Implementation experience required
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit our website.
About the Role: As a Client Implementation Specialist, you will be essential in configuring, testing, and delivering Payroll Office of America (POA) products and services for a diverse client base utilizing the UKG Ready platform. In collaboration with Sales and internal teams, you will ensure a seamless and high-quality implementation experience that prioritizes data integrity, client training, and successful product adoption. This role will also involve supporting the Implementation Manager with other designated tasks.
Key Responsibilities:
• Client implementation: Configure, test, demonstrate, and activate POA Payroll, HRIS, Time & Labor Management, and Benefits solutions within the UKG Ready platform for new and transitioning clients.
• Client training: Coordinate and deliver effective training sessions to ensure clients successfully adopt and use the system over the long term.
• Sales collaboration: Work closely with Sales partners to facilitate smooth client transitions and provide a consultative implementation experience.
• Client hand off meetings: Schedule and participate in client hand off meetings to establish implementation scope, timelines, and expectations.
• Data integrity: Ensure quality control and validation of client data during the implementation process to maintain accuracy and compliance.
• Customer service mentality: Provide exceptional client service by being proactive, maintaining consistent communication, and responding swiftly to service requests.
• Relationship management: Build and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership.
• Discretion and judgment: Use independent judgment to achieve outcomes that are beneficial to both clients and POA.
• Business growth: Actively identify client needs and support opportunities to expand POA services through additional product offerings.
• Training participation: Engage in both internal and external training to continuously enhance your knowledge and share insights within the POA Team.
• Team support: Assist teammates as needed to ensure overall excellence in team service delivery.
• Collaboration: Work effectively with the entire POA team, seeking input and developing solutions to any issues related to processes, services, quality, or productivity.
• Technical competence: Maintain a strong level of technical knowledge and industry expertise.
• Compliance: Follow all company work rules, standards, policies, and procedures consistently.
• Professional development: Pursue continuous improvement in your professional skills by participating in development opportunities.
• Champion IOA Values: Act in accordance with integrity and leadership.
Ideal Candidate Qualifications:
• Bachelor's Degree preferred (equivalent experience considered in lieu of degree).
• 3-5 years of Payroll, HRIS, or client implementation/onboarding experience.
• Previous experience configuring Payroll, HRIS, Time & Labor, and Benefits platforms in a SaaS Payroll / HRIS / TLM environment.
• Experience with Employee Benefits configuration and enrollment.
• FPC or CPP certification (preferred).
• Proficient in importing, validating, and analyzing client data within Payroll/HRIS systems.
• Strong knowledge of Payroll, Tax, Garnishments, Workers' Compensation, and Health Benefits.
• Advanced proficiency in Microsoft Excel, including functions and formulas.
• Excellent written and verbal communication skills.
• Strong analytical, organizational, and problem-solving skills.
• Detail-oriented with the capacity to manage multiple implementations and deadlines.
• Able to work effectively both independently and as part of a collaborative team.
What We Offer:
• Competitive salaries and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacation, and sick time.
• 401K with employer match.
• Opportunities for professional growth and career advancement.
• A respectful culture that promotes work/family life balance.
• Commitment to community service.
• Supportive teammates and a rewarding work environment.
What to Expect (Application Process):
• 30-Minute Phone ...
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