HR & Benefits Project Manager

The HR & Benefits Project Manager plays a crucial role in delivering exceptional service and support for clients utilizing our HR and Benefits modules. This position is responsible for both managing ongoing client relationships and leading new client implementations, ensuring a seamless experience from onboarding through long-term system optimization.

In this role, you will act as the primary point of contact with clients, providing strategic guidance, troubleshooting technical concerns, and assisting with HR and Benefits-related projects within our range of services. After implementation, you will continue to support clients by proactively assessing their evolving needs, advising them on best practices, and ensuring they maximize the value of their HR technology solutions.

Key Responsibilities:

• Managing ongoing client relationships and serving as a trusted advisor for HR and Benefits system enhancements, compliance needs, and process improvements.
• Leading new client implementations, including requirements gathering, project planning, system configuration, training, and go-live support.
• Supporting clients with post-implementation projects, such as benefit renewals, system upgrades, workflow optimizations, and compliance-related updates.
• Providing timely and effective troubleshooting for system-related issues and ensuring seamless functionality of HR modules.
• Proactively engaging with clients to assess their needs and recommend additional services or system enhancements to improve their HR operations.
• Collaborating with internal teams, including sales and customer support, to ensure consistent and high-quality client experience.

This position requires a client-focused mindset, strong project management skills, and a deep understanding of HR and Benefits technology solutions. The Implementation & Client Support Project Manager is instrumental in ensuring long-term client satisfaction, retention, and success by delivering proactive solutions and ongoing support tailored to each client’s unique needs.

Primary Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed are representative of the knowledge, skill, and/or ability required.  Other duties may be assigned. 

Client Consultation & Requirements Gathering – Conduct scheduled meetings to assess client needs and desired technology outcomes.

Project Planning & Risk Management – Develop project plans with milestones, risk assessments, and proactive issue resolution.

Project Coordination & Communication – Lead regular project meetings, providing constructive feedback on risks, accomplishments, and next steps.

Best Practice Recommendations – Offer expert insights and best practice guidance to new clients for HR and Benefits module implementation.

Client Onboarding Support – Provide professional, hands-on support throughout the full client onboarding lifecycle.

System Configuration & Customization – Utilize client specifications to accurately collect and configure system modules for optimal performance.

Troubleshooting & Technical Support – Diagnose and resolve client concerns, ensuring HR technology is tailored to meet their needs.

Client Engagement & Retention – Maintain ongoing relationships with HR clients, ensuring product adoption and continued satisfaction.

Compliance & HR Guidance – Advise clients on proper use of technology to align with HR compliance and workflow needs.

Ongoing Client Education – Stay informed on DOL, OSHA, and other federal/state regulations to educate clients on relevant changes.

Training & Knowledge Sharing – Conduct training sessions to enhance client understanding and utilization of HR and Benefits systems.

Transition to Ongoing Support – Ensure a seamless transition for new clients to ongoing support through a warm handoff and backup assistance.

Sales & Retention Support – Assist Sales with prospect meetings, demos, and client retention efforts through calls, visits, and follow-ups.

Process Improvement & Documentation – Contribute to the development of standard implementation documents and best practices.

Team Collaboration & Service Excellence – Foster strong relationships with clients, agencies, and coworkers to promote a high-quality service experience.