Implementation Specialist responsible for client engagement and payroll processes at Acrisure. Building strong relationships and delivering quality care to clients throughout the onboarding journey.
Responsibilities
Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team
Develop strong client relationships through care, focus and quality in every step of the client experience
Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication
Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing
Assist clients to navigate and learn technical aspects and self-service options
Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment
Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures
Build strong relationships with internal and external partners to achieve top-notch client experience and client retention
Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally
Requirements
High school diploma or equivalent
1+ years experience in technology, customer-facing role or sales
Computer literate with strong technical aptitude and a drive to learn
Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities
Demonstrates client-centric mentality with empathy, care and high engagement attitude
Ability to successfully operate in an entrepreneurially-spirited work environment
Must have analytical, problem solving and critical thinking skills and comfortable making quality decisions
Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent
High personal accountability to meet team and individual metrics
Outstanding organizational and follow up skills
2+ years experience in Operations, Sales Support or client-facing position
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
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