• Implementation
  • Salt Lake City, UT, USA

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.


  • 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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