Implementation Specialist

About Peoplease

Peoplease is a leading Professional Employer Organization (PEO) providing solutions to small and medium-sized businesses in the blue and gray-collar industries. We enable our clients and partners to achieve their aspirations by offering world-class service and administrative solutions in payroll, human resources, benefits, and risk management. At Peoplease, we foster a culture of inclusion and belonging, driven by our core values: Engagement, Integrity, Tenacity, Curiosity, Happiness, and a Service-obsessed mindset. 

Position Summary

The Implementation Specialist is responsible for managing the onboarding process of new clients and ongoing client maintenance, ensuring the seamless integration of HR, payroll, benefits, and compliance services. This role involves close collaboration with clients and internal teams to deliver tailored solutions that meet unique client needs.

An ideal candidate will have the ability to manage and execute the coordination of multiple projects within required timeframes and expectations; demonstrate excellence in communication skills; be able to inform both orally and in writing; working knowledge of Microsoft Office products. Demonstrate the ability to perform detail-oriented tasks; interact, coordinate, follow up, and effectively communicate with Implementation team members, cross-functional teams, Senior Management, and Third-Party Administrators.

Candidate must be a self-starter with the ability to function as a remote employee working in a distributed work team. 

Essential Duties and Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Client Onboarding

• Conduct discovery meetings to gather and understand client requirements.
• Evaluate existing systems to identify integration opportunities.
• Develop and execute detailed implementation plans with timelines and milestones.

System Configuration and Integration

• Customize the PEO platform to align with client business processes.
• Oversee accurate and complete data migration.
• Coordinate integration with third-party applications as needed.

Compliance and Regulatory Alignment

• Ensure client payroll and HR practices comply with federal, state, and local regulations.
• Provide expert guidance on best practices in compliance.

Training and Support

• Lead training sessions for client teams on PEO systems and operational processes.
• Provide responsive support throughout the implementation to resolve questions and issues.

Project Management

• Monitor implementation progress and adjust plans to address issues or changes.
• Collaborate with internal departments to ensure timely service delivery.
• Communicate project status and updates to stakeholders.

Post-Implementation Review

• Collect and analyze client feedback to assess satisfaction.
• Recommend enhancements or additional services to optimize client experience.

Technical and Operational Support

• Provide remote support during client conversions when necessary.
• Adhere to project, departmental, and company procedures and quality standards.
• Test and troubleshoot system configurations and functionality.
• Validate system input, output, and connectivity; assist technical teams in resolving issues.
• Upload and audit new client successor wages and set up PTO accrual policies.
• Perform data entry and file uploads for client and employee records.
• Quality check system setups, including Employee records (PTO policies, Benefit plan configurations, 401(k) and garnishment setups).
• Ensure accurate and timely new client setups through thorough needs analysis.
• Manage the electronic onboarding process, including setup, maintenance, and troubleshooting.
• Update internal documentation as required.
• Contribute to the creation of training materials and content.
• Continuously develop knowledge of software applications and industry standards.
• Deliver exceptional customer service to ensure a high level of client satisfaction.
• Perform other duties as assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Minimum 3 years of relevant experience, preferably within a PEO or payroll services environment.
• Bachelor's degree or equivalent work experience.
• Experience with PrismHR is highly preferred.
• Experience working with a sales team highly preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access).
• Proven ability to manage and prioritize multiple tasks efficiently.
• Strong communication skills (verbal, written, presentation).
• Ability to build and maintain professional client relationships.
• Strategic thinker with a hands-on, adaptable approach.
• Comfortable working in a fast-paced, dynamic environment.
• Ability to travel as required.

Why Join Us?

• Be part of an innovative and growth-oriented company in the PEO industry. 
• Opportunity to drive meaningful impact and lead a high-performing team. 
• Competitive salary and benefits package. 

Physical Demands and Work Environment

 The role requires regular communication and may require occasional travel to support the distributed workforce. The role will primarily function indoors but may involve working in varying temperatures or outdoor environments as needed.