iSolved HCM

Summary: Implementation Specialist is responsible for orienting all new clients through the new account set up process. Acts as account manager for all new clients by implementing a successful post sales implementation, installation and training process.  Ensures seamless transition to the service organization.

 

Essential Duties:  Essential job duties for this position include the following items. Other duties must be performed as assigned or required.

 

  • Ensure clients get the best products and derive the maximum product benefit through guidance.
  • Review and work with the associate that performed the analysis on all accounts.   
  • Ensure accurate and timely completion of all implementation steps.
    • Keying of company parameters, implementation of Master File and money information;
    • Run and test parallel payroll
    • Run and package initial payrolls
    • Communication of all steps, and progress as appropriate.
    • Schedule and complete necessary new client on-site, telephone, or internet training to customer's satisfaction (IS II and III)
  • Accurately enter and process new client payroll data on a timely basis
  • Manage client relationship and provide primary client service
  • Work with clients at various complexity levels:
  • Level 1 and 2 (IS I)
  • Level 1 to 3 (IS II)
  • Level 1 to 4 and directly assisting Project Manager with level 5 - (IS III)
  • Sit in on client trainings with primary trainer to assist and learn the training process (IS I)
  • Use effective problem solving skills to resolve client issues
  • Maintain team communication in dealing with fellow associates and sales representatives
  • Provide quality service
  • Be involved in kick off call to clients to answer questions and provide client expectations
  • Weekly 1 hour sessions on PayTrain
  • Mentor, assist and train staff members (IS III)
  • Assist others with templates and input reconciliations
  • Work toward continuous quality improvement
  • Stay current with changing technology, including software programs
  • Uphold, support, and promote all company policies and procedures

 

Qualifications:  To perform this job successfully, the Implementation Specialist must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills and ability required. 

 

Education/Experience:

  • Associate's degree (A.A.) or equivalent from two-year college or technical school (All levels)
  • Level I - Six months to one year related experience and/or training preferred
  • Level II One year related payroll experience preferred
  • Level III   Two years related payroll experience preferred
  • Must have passing score on PayTrain: 75% for level I, 80% for level II, 85% for level III.
  • Language Skills:

    • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.
    • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
    • Ability to write speeches and articles for publication that conform to prescribed style and format.
    • Ability to effectively present information to top management, public groups, and/or boards of directors.

     

    Mathematical Skills:

    • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
    • Ability to apply concepts of basic algebra and geometry.

     

    Reasoning Ability:

    • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
    • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

     

    Physical Demands:  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    • Standing Approximately less than 1/3 of on-the-job time.
    • Walking Approximately less than 1/3 of on-the-job time.
    • Sitting Approximately greater than 2/3 of on-the-job time.
    • Use of hands to finger, handle or feel Approximately greater than 2/3 of on-the-job time.
    • Reaching with hands and arms Approximately greater than 2/3 of on-the-job time.
    • Talking or hearing Approximately between 1/3 and 2/3 of on-the-job time.
    • Weight lifted/Force exerted An average of approximately up to 50 pounds, non-continuously.
    • Vision Close vision (clear vision at 20 inches or less) and Ability to adjust focus (ability to adjust the eye to bring an object into sharp focus).
    • Travel/Driving May be required occasionally to attend client meetings, offsite training/seminars and other work related events.  May require use of personal vehicle.

     

    Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.

     

    • Environmental Occasionally work near moving mechanical parts.
    • Noise Moderate (i.e. computers, printers, fax machines, etc.)

     

 

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