About the Role

We are seeking an experienced Implementation Consultant to lead the onboarding and implementation process for new PEO clients. This role serves as the primary point of contact throughout implementation, ensuring a smooth transition, accurate system configuration, and a positive client experience.

The ideal candidate has experience with US payroll, client onboarding, and implementation projects, along with strong communication and organizational skills.

Key Responsibilities

Client Implementation & Onboarding

• Manage end-to-end implementations for new PEO clients.
• Gather client requirements and configure solutions accordingly.
• Serve as the primary client contact during implementation.
• Deliver training sessions to support successful system adoption.
• Troubleshoot and resolve implementation-related issues.

Operations & Administrative Support

• Prepare onboarding and client welcome calls.
• Review and validate employee import files for accuracy.
• Perform basic PrismHR setup, including departments, worksites, and divisions.
• Update and maintain client tasks in Client Space.
• Coordinate implementation meetings with internal teams and clients.
• Generate transition communications and required reports.

Collaboration & Process Improvement

• Partner with Sales, Client Relations, Payroll, and Operations teams.
• Stay informed on industry trends, payroll regulations, and best practices.
• Identify opportunities to improve implementation processes and efficiency.

Requirements

Required Experience

• Minimum 2 years of experience in Client Implementation, Client Onboarding, HR Operations, or related fields.
• Client-facing experience required.
• US Payroll experience required.
• Experience working with multiple stakeholders and cross-functional teams.

Required Skills

• Strong analytical and problem-solving abilities.
• Excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills in English and Spanish.

Preferred Qualifications

• Experience in a PEO environment.
• Experience using PrismHR.
• Experience with employee data management and reporting.

Technical Skills

• PEO solution configuration
• PrismHR setup and reporting
• Employee data validation
• Client Space or case management systems
• Microsoft Office Suite

Soft Skills

• Client relationship management
• Communication and presentation skills
• Problem-solving and analytical thinking
• Accountability and professionalism
• Teamwork and collaboration
• Multitasking and organization

• Manage end-to-end implementations for new PEO clients.
• Gather client requirements and configure solutions accordingly.
• Serve as the primary client contact during implementation.
• Deliver training sessions to support successful system adoption.
• Troubleshoot and resolve implementation-related issues.
• Prepare onboarding and client welcome calls.
• Review and validate employee import files for accuracy.
• Perform basic PrismHR setup, including departments, worksites, and divisions.
• Update and maintain client tasks in Client Space.
• Coordinate implementation meetings with internal teams and clients.
• Generate transition communications and required reports.
• Partner with Sales, Client Relations, Payroll, and Operations teams.
• Stay informed on industry trends, payroll regulations, and best practices.
• Identify opportunities to improve implementation processes and efficiency.

• Strong analytical and problem-solving abilities.
• Excellent attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational and time management skills.
• Excellent verbal and written communication skills in English and Spanish.
• PEO solution configuration
• PrismHR setup and reporting
• Employee data validation
• Client Space or case management systems
• Microsoft Office Suite
• Client relationship management
• Communication and presentation skills
• Problem-solving and analytical thinking
• Accountability and professionalism
• Teamwork and collaboration
• Multitasking and organization

• Minimum 2 years of experience in Client Implementation, Client Onboarding, HR Operations, or related fields.
• Client-facing experience required.
• US Payroll experience required.
• Experience working with multiple stakeholders and cross-functional teams.
• Experience in a PEO environment.
• Experience using PrismHR.
• Experience with employee data management and reporting.