Client Onboarding Specialist
Client Onboarding Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
About Us
Comprehensive Payroll Company is a fully accredited payroll services company located in metro Detroit serving both local and national clients.
Our company was established in 2006 with the mission of providing a single-source payroll and HR solution for small to medium-sized businesses. Through experience strategic technology partnerships and proprietary software we offer employers a payroll product that is standardized automated easy to use and cost efficient.
Knowledge and excellent customer service has helped us to grow steadily and we are expanding our team. We offer a laid back small office setting with a great work/life balance. Our dedicated team collectively averages 8 years of tenure.
Who We Are Looking For
We seeking an immediate full-time client onboarding specialist.
*This is NOT a remote position. This is an in office full-time position with a set schedule of Monday-Friday 9am-5pm.
Essential Duties and Responsibilities:
- Create pricing proposals and send for review to management
- Create and send new client paperwork and agreements
- Assist sales department with any new client demos as requested
- Follow up with new clients to make sure all paperwork is received and fully completed
- Work with new clients in gathering all necessary data for set up such as employee data and prior payroll history
- Create and manage an efficient workflow to ensure proper follow up on tasks and requested information
- Have an open line of communications with the Implementation Specialist regarding new clients once all documents are received
- Complete a sales to implementation note log outlining specifics addressed with the clients account (ie: what type of company they are bundle pricing additional services etc.)
- Review all new client documents for completion and accuracy
- Manage the new client set up process and ensure all information is received and that they are live in the expected timeline given by the client
- Gather and enter data including employees and prior payroll data for new client set ups
- Request any missing data from client and follow up to ensure data is received and entered
- Work with Implementation specialist to assist new client with any questions that they may have. If answer is unknown-consult with management.
- Order time clocks as needed
- Follow up with new clients after initial payrolls have been processed to ensure satisfaction
- Assisting in set up of add on services such as leave accruals exports reporting etc.
- Maintaining excellent customer service and professionalism with all staff and clients.
- Work with sales team on goals or campaigns (ie: marketing newsletters promos etc.)
- Expand knowledge of products and services offered
- Participate in regularly scheduled meetings with the implementation team
- Assist the implementation team with any job duties as needed and requested
- Answering phones and email inquiries
- Data entry
- Scanning and filing of documents
- Assist all other staff as needed and requested
- Ensuring confidentiality of all data
- Other duties as assigned
Physical Demands of Position
- Stationary positions (sitting standing etc.) for long periods of time
- Constant operation of a computer and other office equipment such as a calculator printer scanner phone etc.
- Ability to observe enter review and interpret details accurately at a close range.
- Occasional lifting or carrying of objects weighing up to 10 pounds.
- Occasionally moves about the inside of the office to access files equipment etc.
- Ability to communicate information so others will understand. Must be able to exchange accurate information.
Requirements Include:
- High School Diploma or Equivalent
- Previous Office Experience
- Previous client onboarding new client sales or implementation experience
- Previous Payroll Experience Preferred but not required
- Must be a self-starter reliable willing to grow with the company a great people person and very detail-oriented.
- Must be able to work Monday-Friday 9 am-5 pm in office
The ideal candidate must be:
- A self-starter
- Reliable
- A team player with a positive attitude
- Detail Oriented/Exceptional attention to detail
- A great people person/Willing to provide excellent customer service to clients
- Willing to grow with the company
Job Type: Full-time
Pay: $22 Per Hour Based on Experience
Benefits:
- Medical Dental and Vision Insurance
- Short Term Disability Insurance Long Term Disability Insurance and Life Insurance
- 401(k)
- 401(k) matching
- Paid time off
- Paid holidays
Required Experience:
Unclear Seniority
Employment Type
Full-Time
