What are the responsibilities and job description for the Implementation Specialist position at Checkmate Payroll Services, Inc?
Position Summary:
The Implementation Specialist is responsible for providing quality service to new clients onboarding with Checkmate. This individual will contact clients to obtain necessary information to set up and execute their first payroll run, configure the account for Time and Labor Management and HRIS as necessary, and ensure accuracy of all information within our systems. The Implementation Specialist will also assist each new client in running their first few payrolls prior to transitioning the new client account to a Client Account Manager.
This position requires effective communication, both orally and in writing, with a diversified client base. This position requires efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.
This position requires complete discretion and adherence to established data security policies.
Essential Duties and Responsibilities:
- Collect and review new client paperwork for completeness and accuracy
- Contact clients with questions and to review implementation timeline
- Input client and employee data into payroll, time and labor management and HRIS systems
- Load all YTD payroll data where applicable to ensure accurate W2’s at Year End
- Verify Tax ID numbers, withholdings and deposit requirements; enroll clients with new tax registrations when applicable
- Ensure accurate first processing for new clients; audit billing, reports, system calculations, etc.
- Arrange with Sales to deliver first payroll to new clients, review reports, etc.
- Assist new clients with web training
- Maintain all systems being utilized and ensure proper updates are completed
- Troubleshoot and resolve both system and client issues
- Other duties completed as needed