Position Summary

The Implementation Specialist is responsible for overseeing all aspects of the intaking of new clients and ensure their smooth transition onto Green Leaf Payroll and Business Solutions platform. Interact with customers to provide information in response to inquiries about products and services and handle all onboarding processes. Complete the first payroll processings on company systems to ensure accurately built before transferring to assigned payroll specialist for ongoing assistance. 

Essential Duties and Responsibilities

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

• Confer with customers to provide information about products or services and necessary paperwork for intake.
• Contacting clients frequently to obtain required business documentation such as their Employer Identification Number (EIN).
• Researching and resolving service related questions, concerns, and problems for clients in a friendly and timely manner.
• Maintaining a high rate of client retention through quality service.
• Communicate initial set up costs and any other associate fees.
• Coordinate first meeting or contact between the client and their payroll manager.
• Establishing and maintaining a positive working relationship with clients, agencies, and coworkers to promote a quality service image
• Refer unresolved customer grievances to designated departments for further investigation.
• Train clients on all systems associated with processing payroll and onboarding of their employees
• Performing other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Associates degree in accounting, business, or a related field; or equivalent combination of education and experience
• 4 years of office experience or similar work environment
• Strong organization, oral, and written communication skills
• Ability to work independently and manage multiple projects and deadlines
• Strong computer aptitude, which includes expertise with Microsoft Excel and Word as well as experience with Accounting software, is a must
• Ability to analyze data with particular attention to detail
• Proven ability in customer service and problem resolution
• Excellent written, oral, and presentation communication skills
• Strong customer service orientation