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Client Implementation Specialist

ShiftPixy®

Client Implementation Specialist

Irvine, CA
Full Time
Paid
  • Responsibilities

    Job Description

    The purpose of this job is responsible for overall client satisfaction to include customer service, while successfully onboard new clients into our ShiftPixy product suite. The Client Implementation Specialist position requires general knowledge of common payroll practices and must be exceedingly well organized, flexible, and able to work in a fast-paced environment and meet multiple simultaneous deadlines while maintaining a high level of professionalism, ethics, and confidentiality. Excellent customer service skills will be expected, along with the ability to quickly develop strong client relationships.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Collect and review new client paperwork for completeness and accuracy
    • Remain current on all new state and federal government regulations involving payroll operations.
    • Contact clients with questions and review implementation timeline
    • Client Facing Visits as needed
    • Traveling for client visits as needed. This includes traveling within the state and across America
    • Meets with new clients as needed for implementation procedures and questions or concerns before or during the setup process
    • Input client and employee data into payroll, time and labor management system accurately and timely using the information provided and performing analysis to ensure that all services required are prepared and set up
    • Load all Year-To-Date payroll data where applicable to ensure accurate W2’s and Payroll Tax Returns.
    • Verify Tax ID numbers, withholdings, and deposit requirements. Ability to assist clients to obtain new tax registrations when applicable.
    • Assist new clients with web training on processing their payrolls utilizing the web, timesheet upload, or timekeeping system.
    • Ensure accurate first processing for new clients; audit billing, reports setup, system calculations, etc.
    • Troubleshoot and resolve both system and client issues during implementation
    • Provides a smooth and informative transition of new clients to the company and then to the Payroll department
    • Scans and attaches all client setup paperwork and employee enrollment packages in the system
    • Provides a high level of customer service to ensure client satisfaction
    • Maintains professional and technical knowledge by
      • Attending educational workshops
      • Reviewing professional publications
    • Establishing personal networks & participating in professional societies * Facilitate customer satisfaction between sales and operations and as a liaison between the Operations and the clients.
    • Administrative duties to include answering phones, typing correspondence, and other duties as assigned.
    • Other duties as required to ensure operational excellence.

    MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

    • Bachelor’s degree or equivalent in accounting, finance, or business preferred. Certified Payroll Professional credential preferred.
    • Minimum 3 to 5 years’ payroll experience required.
    • Strong payroll skills and knowledge, including experience processing payroll, payroll taxation, wage garnishments, 401K, benefit setup, general ledger, client accounting, etc.
    • Strong proficiency in Microsoft Excel and Word
    • Must have excellent verbal/ written communication and interpersonal skills. The ability to effectively communicate with clients, employees and various levels of management is critical.
    • Ability to exercise sound judgment in the interpretation of payroll-related rules and regulations domestically.
    • Ability to analyze and prioritize information to make appropriate recommendations for resolution and/or prevention of problems.
    • Excellent attention to detail and strong analytical skills are required, as well as reliability, accuracy, confidentiality, and timeliness in the performance of recurring responsibilities. Must be able to investigate, document, and resolve issues in a timely and professional manner.
    • Must be able to react to change productively, have strong initiative, and the ability to manage multiple tasks.
    • Proven ability to work successfully in a fast-paced environment while maintaining good relationships with clients, co-workers, and supervisors.

     

     

     

    Company Description

    ShiftPixy is Enabling Gig Economy Participation And Engagement and is designed to sync work opportunities from job providers with the open time slots of available shift workers. ShiftPixy manages relationships with job providers and deploys a fully integrated Workforce Management solution that enables a digital transformation within the business. This transformation creates immediate access to a mobilized contingent workforce as well as automate their workflow. This transformation also allows them to own all of their off-premise delivery opportunities and migrate their customers to their own digital real-estate instead of relying on third-party delivery apps