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Implementation Specialist

Full Time 7 Months Ago



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

WEBSITE

greenleafbizsolutions.com

HEADQUARTERS

Vista, CA

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The job skills required for Implementation Specialist include Onboarding, Customer Service, Presentation, Communication Skills, Written Communication, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be an Implementation Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Implementation Specialist. Select any job title you are interested in and start to search job requirements.

Onboarding

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Customer Service

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Communication Skills

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Written Communication

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Products and Services

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The following is the career advancement route for Implementation Specialist positions, which can be used as a reference in future career path planning. As an Implementation Specialist, it can be promoted into senior positions as an Implementation Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Implementation Specialist. You can explore the career advancement for an Implementation Specialist below and select your interested title to get hiring information.