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Implementation Specialist

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Reports to:

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Supervisor, Implementation


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Oversee and coordinate the implementation process, handling all client communication and ensuring a positive initial experience.

Roles &

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  • Liaise with the Sales department to obtain all new client information
  • Establish communication with new clients and outline implementation timelines
  • Travel to and from client for initial meeting to be in person to obtain all required information and deliver documentation
  • Deliver all required data to Implementation Data Administrator for system configuration
  • Schedule and coordinate weekly status calls (for 75+ groups)
  • Coordinate all activity required from the rest of the business 401(k), Workers’ Comp, 3rd party system integration, etc.)
  • Communicate all new client activity to the business
  • Schedule and attend client Enrollment Meetings to help introduce HR and Benefits representatives
  • Conduct any required new hire onboarding trainings and assist clients with certifying I-9 forms
  • Coordinate payroll / 3rd party system trainings in preparation for first payroll
  • Supervise the handoff from Implementation to HR/Benefits Operations
  • Analyze Implementation Survey results and strategize on improvements


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3+ years customer service required. PEO/HR/Benefits/Payroll experience a plus.


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  • Strong interpersonal skills
  • Strong written communication skills
  • Ability to multi-task and handle multiple clients’ needs
  • Excel / Outlook / PowerPoint
  • Ability to lead meetings/discussions
  • Data analysis

Interested Applicants Should Fill Out The Form Below