Summary…

We are seeking an experienced Payroll Implementation Specialist to serve as the primary point of contact for new clients, ensuring a seamless transition from sales to client services and setting the stage for client success.

The Gig…

Client Lifecyle Ownership

• Bridges the gap between Sales and Client Services.
  • Explains the implementation process during the client kickoff call.
  • Ensures all necessary forms/documentation are received from clients on time and in good order for go-live.
  • Uses needs analysis tools to ensure all client requirements are documented and understood.
  • Ensures all necessary information is procured/migrated from previous system for timely and accurate set up in the payroll system.
  • Configures payroll system and reports to client requirements.
  • Processes first payroll to ensure accuracy/consistency from previous system.
  • Trains clients on the use of payroll system for common tasks.
  • Provides detailed instructions for how to handle taxes not remitted by former provider.
  • Leads transition to client services.
• Serve as the primary point of contact and success manager for strategic clients who enter their own payroll/new hires.
• Leads platform transition program to migrate current clients from legacy payroll processing platforms to our current platform.

System Configuration

• Leads the configuration of payroll, timekeeping, ACA, HR (performance management/applicant tracking/benefits enrollment) for new and existing clients expanding their use of the system.

Client Services/Administrative Support

• Develop custom reports for clients as needed.
• Second-tier payroll system troubleshooting; owns entry and resolution of all cases reported to payroll processing platform.
• Occasionally trains client services team on system best practices to support first-contact resolution whenever possible.
• Develops and executes protocols and templates for client communications from client kick-off through training and client services transition.
• Develops a client needs assessment tool to document client requirements for all necessary system configuration and third-party integration.
• Builds library of how to guides and video tutorials for clients and client services to reference for common tasks.
• Stays on top of Prism HCM release schedule, contributing system improvement ideas and analyzing release notes for applicability to current and new clients.

Our Needs…

• Expert knowledge of payroll system set up/configuration, and reporting
• Strong to expert knowledge of MSFT Excel and other reporting tools
• Professional and concise verbal, non-verbal, and written communication skills with ability to interface directly with clients large and small
• Strong knowledge of tax filing process, with multi-state payroll background
• Strong attention to detail and sense of urgency
• Exceptionally organized individual who juggles multiple projects with minimal oversight 
• Team player with willingness to do no matter how small or large the task 
• Positive attitude
• Flexible, adaptive, competitive, quality oriented

Our Wants…

• Education: Bachelor’s Degree
• Experience: Multi-state Payroll bundled with 401(k) or HCM services
• Experience: Knowledgeable of tax remittance/filing processes and how to recognize taxable wage problems
• Scalability Mindset: Looks for leverage points and standardization opportunities to support growth
• Tech-Forward: Confident working in software-driven environments with evolving tools
• Service-Obsessed: Committed to raising the bar on client satisfaction and retention
• Operationally Precise: Excels at refining workflows, eliminating errors, and automating where possible
• Strong Communicator: Handles difficult conversations in a positive and professional manner

Our Values…

• Build a winning culture
• Pursue excellence
• Deliver WOW service
• Foster strong relationships
• Have a servant’s heart
• Drive innovation

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our Benefits…

• 401(k) Plan with fully vested 5% employer match
• Company pays 100% of employee health insurance
• Generous Paid Time Off
• Ability to work remotely

About JULY…

JULY is a rapidly growing retirement plan services firm specializing in small to mid-sized 401(k) plans. We also offer payroll services as part of our integrated approach to helping small businesses simplify and streamline their back office. Our vision is to deliver a seamless, technology-enabled experience across retirement, payroll, and related services — and we’re investing in talent and tools to make that a reality.