Implementation Specialist III

Summary

Green Leaf Payroll and Business Solutions, Inc. provides payroll and business solutions. The Implementation Specialist III oversees client intake and onboarding, facilitates smooth transitions onto the company’s platform, trains clients on payroll systems, and prepares custom reports before transitioning clients to the Payroll Team.

Responsibilities

• Confer with customers to provide information about products or services and necessary paperwork for intake
• Contacting clients frequently to obtain required business documentation such as their Employer Identification Number (EIN)
• Researching and resolving service related questions, concerns, and problems for clients in a friendly and timely manner
• Maintaining a high rate of client retention through quality service
• Communicate initial set up costs and any other associate fees
• Coordinate first meeting or contacts between assigned departments facilitate the entire Implementation experience
• Audit prior wages, taxes, and additional payroll files before importing into Payroll
• Establishing and maintaining a positive working relationship with clients, agencies, and coworkers to promote a quality service image
• Refer unresolved customer grievances to designated departments for further investigation
• Train clients on all systems associated with processing payroll and onboarding of their employees
• Performing other duties as assigned

Skills

• Associates degree in accounting, business, or a related field; or equivalent combination of education and experience
• 4+ years of office experience or similar work environment
• Strong organization, oral, and written communication skills
• Ability to work independently and manage multiple projects and deadlines
• Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with Accounting software, is a must
• Ability to analyze data with particular attention to detail
• Proven ability in customer service and problem resolution
• Excellent written, oral, and presentation communication skills
• Strong customer service orientation
• Experience in Payroll Implementation, specifically within Kronos preferred

Qualifications

Must Haves

• Associates degree in accounting, business, or a related field; or equivalent combination of education and experience
• 4+ years of office experience or similar work environment
• Strong organization, oral, and written communication skills
• Ability to work independently and manage multiple projects and deadlines
• Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with Accounting software, is a must
• Ability to analyze data with particular attention to detail
• Proven ability in customer service and problem resolution
• Excellent written, oral, and presentation communication skills
• Strong customer service orientation

Nice to Haves

• Experience in Payroll Implementation, specifically within Kronos preferred