What are the responsibilities and job description for the Implementation Specialist position at EXCELFORCE INC?
We are a full service HCM company, we provide an interface for companies to handle all Labor Management needs. Including HR, Payroll, Time & Labor, recruitment, onboarding etc.
Job Description:
We are looking to fill an open “Implementation Specialist” role. This person is tasked with implementing new clients who join our platform, setting up their account to meet the clients specifications and requirements.
Experience in working with HR & Payroll platforms is a huge plus. Needs ability to build rapport with clients, and understand their needs through active listening.
Daily activities include setup of Payroll, Time & Labor, and Scheduler modules for new or existing clients, becoming the liaison post the sales process, up to the conversion to their dedicated support representative. Addressing any client concerns during the implementation process. The job requires to be very detail-oriented, solution-driven, being able to work under pressure and keep the positive attitude.
Responsibilities include, but not limited to:
- Use a project management and consultative approach for a successful implementation across all services
- Configure new accounts on the platform
- Follow established protocol to format and import client data
- Design custom widgets and screens, default features and reports
- Collect the required account information and train customers using the platform
- Work in synergy with other team members to ensure accurate and timely account setup
- Continue to enhance product knowledge and stay current with product changes
- Update system information when required
- Collect payroll data for configuration, review imported information, and confirm company related information during the implementation process
- Facilitate the import of previous payroll provider data
- Follow audit procedures to ensure all converted data is accurate
- Perform quality assurance checks to ensure all setup work has been completed accurately, review reports, and support clients for initial account training processing of payroll
- Maintain a level of knowledge on Excelforce’s services and partnerships to ensure clients utilize maximum benefit of our platform
- Lead client meetings
*Comprehensive training provided
*Benefits include: health and dental insurance, 401(k), PTO and paid holidays.