What are the responsibilities and job description for the Project Specialist position at World Insurance Associates LLC?
Overview
World Payroll & HR (WPHR), a leading payroll service bureau and reseller of the UKG Ready platform, delivers comprehensive payroll, HRIS, and HCM solutions to small and mid-sized businesses across the United States. Our commitment to excellence and innovation ensures our clients receive best-in-class service and technology.
Our Implementation team is responsible for onboarding new clients and delivering a seamless transition to our payroll and HR solutions. This includes coordinating implementation activities, supporting client training, and ensuring high-quality client experience throughout the onboarding lifecycle.
Job Summary
The Implementation – Project Specialist is a client-facing role responsible for leading and coordinating onboarding for new clients. This individual serves as the primary point of contact throughout the implementation process, ensuring a smooth, organized, and professional experience.
This role requires strong client service skills, the ability to manage multiple projects simultaneously, and a high level of organization. Experience with payroll systems, HCM platforms, or implementation processes is preferred but secondary to client-facing and project coordination capability.
Primary Responsibilities
World Payroll & HR (WPHR), a leading payroll service bureau and reseller of the UKG Ready platform, delivers comprehensive payroll, HRIS, and HCM solutions to small and mid-sized businesses across the United States. Our commitment to excellence and innovation ensures our clients receive best-in-class service and technology.
Our Implementation team is responsible for onboarding new clients and delivering a seamless transition to our payroll and HR solutions. This includes coordinating implementation activities, supporting client training, and ensuring high-quality client experience throughout the onboarding lifecycle.
Job Summary
The Implementation – Project Specialist is a client-facing role responsible for leading and coordinating onboarding for new clients. This individual serves as the primary point of contact throughout the implementation process, ensuring a smooth, organized, and professional experience.
This role requires strong client service skills, the ability to manage multiple projects simultaneously, and a high level of organization. Experience with payroll systems, HCM platforms, or implementation processes is preferred but secondary to client-facing and project coordination capability.
Primary Responsibilities
- Serve as the primary client-facing point of contact during onboarding and implementation
- Build strong client relationships and manage expectations throughout the onboarding process
- Lead client meetings, including delivering onboarding presentations, and guiding clients through implementation steps
- Develop and maintain project plans, timelines, and task tracking
- Coordinate internal and external stakeholders to ensure timely completion of onboarding milestones
- Communicate status updates, risks, and next steps clearly and proactively
- Ensure consistent, high-quality client experience across all onboarding engagements
- Identify and mitigate risks to keep implementations on track
- Support continuous improvement of onboarding processes and client experience
- Learn UKG Ready payroll and tax configuration to support implementation activities
- Assist with system setup, data validation, and testing when needed
- Support migration of historical payroll data and ensure accuracy
- Provide client training support and reinforce best practices
- Stay informed on system updates and payroll-related changes
- 3 years in a client-facing role supporting customers or external clients
- Strong communication skills with the ability to build trust and manage expectations
- Proven ability to handle client questions, issues, and escalations professionally
- 1 years of experience in project management, preferably in payroll, HRIS, or HCM implementations.
- Strong understanding of implementation processes and client onboarding best practices.
- Demonstrated ability to manage multiple priorities, timelines, and deliverables
- Strong organizational skills with attention to detail and follow-through
- Experience coordinating projects, onboarding workflows, or operational processes
- Exposure to payroll systems, HRIS, or HCM platforms
- UKG Ready experience is a plus but not required
- PMP or similar project management certification is a plus.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with project management tools preferred.
- Comfortable learning new systems and tools
- Ability to troubleshoot basic system-related issues