Client Implementation Specialist

The Client Implementation Specialist plays a key role in creating a seamless experience for new clients as they transition into their partnership with Alcott HR. This position manages the implementation process across HR payroll benefits and compliance services working closely with clients and internal teams to understand their needs and deliver solutions that are accurate timely and tailored to their business. This role also supports the client offboarding process when a service agreement ends serving as a primary point of contact throughout both the onboarding and offboarding lifecycle. The ideal candidate is highly organized detail-oriented and comfortable managing multiple projects and priorities while maintaining strong relationships with clients and cross-functional partners.

• Serve as the primary contact for clients throughout the implementation process.
• Conduct discovery meetings to gather and understand client requirements.
• Evaluate existing systems to identify integration opportunities.
• Develop and execute detailed implementation plans with timelines and milestones.
• Customize the HRIS platform to align with client business processes.
• Oversee accurate and complete data migration.
• Coordinate integration with third-party applications as needed.
• Monitor implementation progress and adjust plans to address issues or changes
• Collaborate with internal departments to ensure timely service delivery
• Recommend enhancements or additional services to optimize client experience.
• Conduct client training sessions on self-service portals timekeeping and reporting tools
• Test and troubleshoot system configurations and functionality.
• Validate system input output and connectivity; assist technical teams in resolving issues.
• Upload and audit new client successor wages and set up PTO accrual policies.
• Perform data entry and file uploads for client and employee records.
• Quality check system setups including Employee records (PTO policies Benefit plan configurations 401(k) and garnishment setups).
• Ensure accurate and timely new client setups through thorough needs analysis.
• Hand off completed implementations to the ongoing Client Services/Account Management team with a clean transition packet
• Manage client offboarding when service agreements terminate including final payroll processing W-2/tax document handoff and benefits termination coordination with carriers
• Ensure timely COBRA notification and benefits continuation setup is triggered as part of offboarding in partnership with Benefits/Compliance
• Deactivate client access to HRIS/payroll self-service systems and confirm data retention/deletion timelines align with company policy and applicable state requirements
• Conduct offboarding debrief with internal stakeholders to capture lessons learned and reasons for termination feeding into retention/process improvement efforts

• 35 years of experience in PEO HRO payroll benefits administration or a related field ideally in a client-facing implementation or onboarding role.
• Working knowledge of payroll fundamentals including tax withholding garnishments and multi-state payroll
• Experience working with HRIS and payroll platforms such as isolved ADP UKG Paylocity or similar systems.
• Strong project management skills and the ability to manage multiple client implementations and offboarding projects simultaneously while meeting deadlines.
• Excellent written and verbal communication skills with the ability to communicate effectively with client HR and finance stakeholders as well as internal teams.
• Strong attention to detail and a commitment to accuracy when working with sensitive client and employee data.
• Proficiency in Microsoft Office particularly Excel including VLOOKUP/XLOOKUP and pivot tables for data reconciliation and analysis.
• The ability to collaborate effectively with cross-functional teams Senior Management Third-Party Administrators and other stakeholders.
• A proactive solutions-oriented approach and the ability to adapt to changing client needs and priorities.

Compensation: $75000 - $85000 annually commensurate with experience

About Alcott HR

At Alcott HR we have a Passion for People and Performance. We empower leaders to focus on their core business purposes and meaning which enables them to more quickly and efficiently grow their business. Alcott HR provides clients and business owners with customized solutions for running their business including HR best practices regulatory compliance payroll training and development employee benefits risk management support workers compensation insurance and employment related administration. We serve a diverse group of successful profit and not for profit businesses across the U.S. Get to know us by visiting .

Alcott HR provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion sex national origin age disability or addition to federal law requirements Alcott HR complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Required Experience:

IC