Implementation Associate

JOB DESCRIPTION

PEO End-to-End Implementation Consultant

Overview:

This is a client-facing implementation role focused on end-to-end onboarding for payroll and benefits. The associate configures and tests payroll systems (primarily WorkForce Now) based on client needs, runs initial payrolls, troubleshoots issues, and ensures data accuracy, compliance, and timely go-live. They act as a consulting partner to clients answering questions, explaining processes, and educating worksite employees on benefits while coordinating with internal teams to meet timelines and service expectations.

Desired Skills

• Experience with payroll systems and implementation methodologies
• Strong problem-solving skills and ability to manage multiple concurrent projects
• Proficiency in handling compliance, reporting, and audit requirements, including payroll regulatory documentation (e.g., I9, SOCs)
• Excellent verbal and written communication skills, with a client-focused approach and strong relationship-building abilities
• Strong interpersonal skills and a clear, courteous business presence over phone and video calls
• Ability to thrive in a high-volume, deadline-driven environment, with effective time management and prioritization
• High attention to detail and commitment to data accuracy
• Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word)
• Adaptability under stress and changing project conditions
• Analytical mindset with strong problem-resolution skills
• Effective collaboration across teams and departments
• Initiative, accountability, and a performance-driven mindset

Education:

• Bachelor's degree preferred or equivalent experience
• FPC certification preferred

Job Description

• Manage the end-to-end implementation lifecycle, from system setup through benefits rollout to initial payroll execution.
• Serve as a client-facing expert to guide onboarding, payroll adoption, and benefits implementation.
• Conduct client consultations to assess payroll and system needs, analyze existing processes, and recommend tailored solutions.
• Configure and test payroll systems based on client specifications, ensuring accuracy, data integrity, and compliance in all inputs and outputs.
• Process initial payrolls and special payroll requests during onboarding, troubleshooting issues and resolving discrepancies as needed.
• Monitor compliance reports and maintain adherence to federal, state, local, and SOX requirements.
• Generate reports, year-end forms, and manual checks as required.
• Track and resolve cases within SLA timelines, providing responsive communication and building trusted client relationships.
• Collaborate with sales and clients to roll out new or updated benefit strategies for WSEs, and educate WSEs on benefitsespecially during open enrollment via virtual or recorded sessions.
• Support a smooth transition from implementation to ongoing service, documenting key processes and coordinating with cross-functional teams to meet go live timelines and client expectations.