Implementation Lead

Position Summary

The Implementation Lead plays a key role in ensuring the successful onboarding of clients onto the Green Leaf Payroll and Business Solutions platform. While not a supervisory position, this role sets the standard in client communication and oversees escalations for implementation reviews of projects and tasks. The Implementation Lead is responsible for managing larger or more complex client onboarding projects, providing direct client support, and ensuring consistent application of best practices. This role also focuses on delivering exceptional customer service and training clients to successfully use timekeeping and payroll systems. Collaboration with the Implementation Manager and other departments is essential to maintain a high-quality client experience and ensure seamless transitions. This position operates in a fast-paced business environment with deadlines and requires effective time and project management skills.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Lead client communications to gather necessary documentation for setup, such as Employer Identification Numbers (EIN), historical pay data, and other sensitive payroll information.
• Responsible for importing and onboarding business framework along with prior payroll information for establishing company within our systems.
• Coordinate and execute the onboarding of large or complex client accounts, ensuring alignment with established processes and timelines.
• Serve as the primary point of contact for escalated issues during the implementation process and collaborate with internal teams to resolve them.
• Audit client data for accuracy and completeness during system integration.
• Maintain and uphold implementation standards by providing feedback and recommendations for process improvement.
• Assist in the development and refinement of Standard Operating Procedures (SOPs) and training materials in collaboration with the Implementation Manager.
• Provide guidance and mentorship to other team members on best practices in client communication and task execution.
• Monitor progress and provide regular updates to clients and stakeholders on project status.
• Train clients on the effective use of timekeeping and payroll systems to ensure their long-term success.
• Deliver exceptional customer service by promptly addressing client questions, concerns, and feedback during the implementation process.
• Perform other duties as assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Bachelor’s degree in accounting, business, or a related field; or equivalent combination of education and experience.
• At least 5 years of experience in Payroll Implementation, specifically within Kronos/UKG Ready highly preferred.
• Exceptional organizational, communication (both oral and written), and interpersonal skills.
• Demonstrated ability to manage multiple projects simultaneously while meeting deadlines.
• Strong computer aptitude, including proficiency with Microsoft Excel and Word.
• Excellent attention to detail and analytical skills for data review.
• Proven ability in customer service and issue resolution.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

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The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.