Peoplease · 1 day ago
Implementation Specialist
United States
Full-time
Remote
Mid Level
3+ years expPeoplease is a leading Professional Employer Organization (PEO) providing solutions to small and medium-sized businesses. The Implementation Specialist is responsible for managing the onboarding process of new clients and ensuring the seamless integration of HR, payroll, benefits, and compliance services, while collaborating closely with clients and internal teams.
Human Resources
Responsibilities
Conduct discovery meetings to gather and understand client requirements
Evaluate existing systems to identify integration opportunities
Develop and execute detailed implementation plans with timelines and milestones
Customize the PEO platform to align with client business processes
Oversee accurate and complete data migration
Coordinate integration with third-party applications as needed
Ensure client payroll and HR practices comply with federal, state, and local regulations
Provide expert guidance on best practices in compliance
Lead training sessions for client teams on PEO systems and operational processes
Provide responsive support throughout the implementation to resolve questions and issues
Monitor implementation progress and adjust plans to address issues or changes
Collaborate with internal departments to ensure timely service delivery
Communicate project status and updates to stakeholders
Collect and analyze client feedback to assess satisfaction
Recommend enhancements or additional services to optimize client experience
Provide remote support during client conversions when necessary
Adhere to project, departmental, and company procedures and quality standards
Test and troubleshoot system configurations and functionality
Validate system input, output, and connectivity; assist technical teams in resolving issues
Upload and audit new client successor wages and set up PTO accrual policies
Perform data entry and file uploads for client and employee records
Quality check system setups, including Employee records (PTO policies, Benefit plan configurations, 401(k) and garnishment setups)
Ensure accurate and timely new client setups through thorough needs analysis
Manage the electronic onboarding process, including setup, maintenance, and troubleshooting
Update internal documentation as required
Contribute to the creation of training materials and content
Continuously develop knowledge of software applications and industry standards
Deliver exceptional customer service to ensure a high level of client satisfaction
Perform other duties as assigned
Qualification
Required
Minimum 3 years of relevant experience, preferably within a PEO or payroll services environment
Bachelor's degree or equivalent work experience
Ability to work an 8am-5pm PST schedule required
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access)
Proven ability to manage and prioritize multiple tasks efficiently
Strong communication skills (verbal, written, presentation)
Ability to build and maintain professional client relationships
Strategic thinker with a hands-on, adaptable approach
Comfortable working in a fast-paced, dynamic environment
Ability to travel as required
Preferred
Experience with PrismHR is highly preferred
Experience working with a sales team highly preferred
Benefits
Competitive salary and benefits package.
Company
Peoplease
Simplify Your Success | We're Peoplease...Nice to Meet You! Peoplease, a Professional Employer Organization (PEO), is an effective way for businesses to outsource key HR functions.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase