Upgrade Specialist

iSolved HCM is an industry-leading Human Capital Management technology company that brings together the key workforce functions in one robust, easy-to-use platform, iSolved. Payroll, HR, Time & Attendance, Onboarding, ACA Compliance, and Benefits Enrollment are all delivered from one solution, in the cloud, specifically built for the small to mid-sized employer. We transform the way our customers manage their most import asset their people.

BRIEF STATEMENT OF THE PURPOSE OF THIS POSITION

Upgrade Specialists work specifically with upgrading clients from competitor or acquired software to our iSolved HCM software.  The Upgrade Specialist will be responsible for coordinating and managing the client's transition to the iSolved platform.  This will include notifying and welcoming the client to iSolved, setting proper expectations for next steps, and coordinating client training and first payroll processing.  This position will exist in a team environment including close alignment with a Migration Specialist whom will be responsible for the data conversions.  Upgrade Specialists are expected to take initiative, understand business and technical objectives of successful client migration, manage and communicate client expectations, and collaborate with team members in transitioning the client to a successful conversion.

PRIMARY RESPONSIBILITIES OF THIS POSITION

1. Engage directly with clients in upgrading them from their existing software to the iSolved solution
2. Track, update, and manage tasks to ensure commitments and critical deadlines are being met timely
3. Manage client projects from beginning to successful outcome and maintain consistent, effective communication throughout the process
4. Anticipate clients current and future needs and identify issues proactively
5. Coordinate schedule and tasks with Migration Specialist
6. Work and collaborate successfully in a team environment
7. Ensure client satisfaction and a smooth transition to Customer Support
8. Provide technical assistance when necessary
9. Participate in other projects as assigned by the Project Coordinator and Director

 EDUCATION AND EXPERIENCE NEEDED FOR THIS POSITION

• A degree in a technical discipline or equivalent functional expertise
• Excellent organizational and communication skills
• • A strong product, service and technical background
  • Proven customer service skills
  • Highly organized, able to multi-task and work with others etc.
  • Minimum 2 year experience in subject matter area of expertise

  SKILLS AND QUALIFICATIONS REQUIRED FOR THIS POSITION

  • Ability to present solutions to clients, manage client expectations, and implement and deliver solutions
  • World class, interpersonal verbal & written communication skills
  • Strong organization skills
  • High standard for solution quality
  • Highly collaborative
  • Proactive
  • Analytical and problem solving skills
  • Nimble thinker who can be successful in a fast-paced environment
  • Ability to self-manage and independently deliver solutions
  • Excellent time management and prioritization skills
  • Experience in the HCM industry strongly desired

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