PEO Implementation Specialist

Location: Palm Harbor, FL (In-Office)

Employment Type: Full-Time

Company

Vested HR is a growing human resource partner for small to mid-sized businesses through our Professional Employer Organization (“PEO”) service model. We have assembled a team of diverse, smart, successful, and seasoned professionals who have personally experienced and believe in the importance of a PEO to businesses and the community.

We are looking to expand our team with bright, driven, and passionate employees who want to truly help our clients succeed in the businesses they own and manage. We hire individuals who will represent Vested HR professionally and positively to our clients, and who possess strong communication skills, including verbal, written, and texting abilities.

Position Overview

The PEO Implementation Specialist is responsible for ensuring new clients experience a smooth, organized, and positive transition into our PEO. This role requires a highly personable, outgoing individual with strong emotional intelligence, someone who can “read the room,” pick up on body language, connect easily with new people, maintain a positive attitude, and present confidently with a smile.

The ideal candidate is detail-oriented, tech-savvy, process-driven, and comfortable leading demonstrations, trainings, and onboarding calls. This person will be instrumental in executing and enhancing our onboarding workflow, supporting system configurations, and delivering first-class client experience.

Key Responsibilities

Client Onboarding & Relationship Management

• Deliver a warm, welcoming, and professional experience during all client interactions.
• Conduct New Client Welcome Calls and Onboarding Calls with clarity, confidence, and positive energy.
• Build rapport quickly with new clients and adapt communication style based on verbal and non-verbal cues.
• Maintain proactive communication to ensure clients feel supported throughout implementation.
  
  

Process & Workflow Execution

• Work with the team to execute and enhance the Implementation & Onboarding workflow for new clients, ensuring a consistent client experience.
• Work within established onboarding templates, checklists, and timelines to meet deadlines.
• Collaborate cross-functionally with Sales, Payroll, Benefits, HR, and Compliance teams.
  
  

System Demos, Setup & Training

• Review recent HRIS demonstrations and system updates to stay current on features and workflow enhancements.
• Conduct HRIS system demos for prospective clients (“Prospects Demo”).
• Learn and work within the HRIS demo environment for client setup practice and testing.
• Learn PTO policy setup and client-specific configurations within the HRIS platform.
• Assist in the creation of client training materials, including:
• Provide product demos and assist with setup for:
• Research timekeeping platform and determine integration capabilities with HRIS System.
• Recorded video trainings
• Step-by-step documentation with screenshots
  
  
Timekeeping & Technology Tools

• Provide product demos and assist with setup for:
• Time & Attendance
• Expense Reporting
• Scheduling
  

Document Management

• Manage client documents within our document portal.
• Upload required client documents and maintain organized, accurate file structures.
• Support custom Electronic Onboarding (EOB) setups incorporating client-specific documentation.
• Properly save and organize files within the shared drive.
  
  

Quality Assurance & Continuous Learning

• Maintain thorough, accurate documentation of all onboarding activities.
• Stay informed on new technologies and system enhancements.
• Assist in refining onboarding processes to enhance efficiency and client experience.
• Demonstrate willingness to learn new tools, platforms, and workflows.
  
  

Required Qualifications

• 2 years of experience in a PEO, HRIS, payroll onboarding, or a related client-facing technical role.
• Strong emotional intelligence with the ability to “read the room” and adjust communication accordingly.
• Positive, outgoing personality with a professional demeanor and strong customer service presence.
• Excellent communication skills; verbal, written, and presentation based.
• Highly detail-oriented and capable of managing multiple onboarding projects simultaneously.
• Proficient with HRIS and payroll systems; experience with PrismHR is a plus.
• Comfortable leading demonstrations and client training sessions.
• Tech-savvy with the ability to learn new platforms quickly.
  
  

Preferred Qualifications

• Experience with PrismHR, Timeco, or other HR/Payroll systems.
• Knowledge of timekeeping platforms and system integrations.
• Experience creating training documentation and video walkthroughs.
• Understanding of PEO operations, benefits administration, and tax/workers’ comp setup.
  
  

Key Competencies

• Warm, positive personality with a service-first mindset
• Excellent interpersonal and relationship-building skills
• Strong organizational and project-management skills
• High integrity and accuracy
• Adaptability and eagerness to learn
• Comfort working with technology and multiple software platforms
  
  

Why Join Our Team?

• Opportunity to be the first impression for clients entering our PEO
• Collaborative team culture with room for growth
• Ability to influence and improve onboarding processes
• Competitive pay and benefits package
• A workplace that values positivity, professionalism, and client experience