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Implementation -Transition Representative Los Angeles

Los Angeles, California

Post Date: 08/29/2017 Job ID: 124 Pay Rate: 55000

Implementation -Transition Representative

Job Details

Position Type-                    Full Time

Education Level-                4 Year Degree

Travel Percentage-           Up to 75%

Job Category -                   Customer Service

 

 

Description

Position Purpose

The Implementation Representative works with the Outside Sales Reps, Client Relation Reps, and New Client Specialist (NCS) to on-board new clients from their previous Human Capital Management solution onto a new system. This person will administer and review the Project Plan for management, client, and others throughout the client on-boarding process. Responsible for ensuring new clients process their first payrolls accurately and timely. In addition, the representative will be responsible for successful training and implementation of the Human Capital Management products. The Representative will confer with ongoing project personnel to resolve open issues while escalating any issues as deemed appropriate.

 

RESPONSIBILITIES:

 

Project Management
  • Provides New Client Setup and Sales Rep with a Project Plan to collect outstanding data for each client(s)
  • Reviews and confirms all required data for setup packet and checklist are collected for each client(s) prior to sending to New Client Setup
  • Promptly collects necessary YTD Data in accordance with NCS standards and deadlines
  • Submits all sensitive data to New Client Setup in accordance with the company Security Standards
  • Assists with collection of remaining documentation and questions needed from NCS prior to client processing payroll.
  • Coordinates with client to collect setup documentation of all applicable Human Capital Management products

Training
  • Utilizes the company Project Plan to conduct setup and trainings for all Human Capital Management products per client(s)
  • Promotes the use of the companies Human Capital Management products through training on site or via web meeting(s)

Payroll Submission
  • Identifies which clients are scheduled to process 1st payroll and manage processing their payroll in accordance to New Client Setup submission deadlines
  • Ability to process complex payrolls with little or no assistance
  • Ensures client notes and issues are documented within the companies Client Intelligence (PCI)

Communication:
  • Monitors all communication channels but not limited to e-mail and voicemail notifications providing responsiveness
  • Ability to answer complex questions with little or no assistance
  • Insures proper telephone etiquette by paying attention to the correct posture, inflection, courtesy, tone, understandability, and rate of speech
  • Communicate effectively with clients and colleagues to establish cordial/effecting working relationships
  • Effectively makes independent decisions on problem resolution that are consistent with the company’ s policies and procedures
  • Assumes responsibility for establishing and maintaining effective communication and coordination with the company’ s personnel and management
  • Keeps management informed of area activities and of any significant client problems
  • Frequently demonstrates initiative by constantly looking for and recommending ways to improve the TSR role
  • Attends and participates in meetings as required
  • Always maintains a positive attitude with all the company’ s personnel and management
  • Adheres to all policies of the companies including those outlined in the Employee Handbook

Qualifications

Education/Certification:
  • Bachelor’ s Degree required

Skills/Abilities:
  • Ability to manage multiple tasks while maintaining organization and timely completion of tasks/projects.
  • Must be detail oriented and have a record of low error levels.
  • Demonstrates proficiency with computers, specifically in Advance Excel, GoTo Meeting, and Internet search techniques.
  • Professional appearance and demeanor.
  • Ability to work within all levels of an organization.
  • Superior interpersonal skills with the ability to work with various departments both inside the company and with clients.
  • Ability to communicate effectively in both oral and written form.
  • Self-directed with the ability to work with little supervision.
  • Flexible and cooperative in fulfilling all obligations.
  • Satisfactory references from employers and/or professional peers.

Competencies:
  • Customer Service, Problem Solving Critical Thinking, Communications, Interpersonal Relations/Teamwork, Organization Awareness, Self/Life Management, Continuous Improvement/Innovation and Change, Technical Competence

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