PrismHR
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Software
Reviews general ledger and subledger activity, performs monthly accounts receivable and bank reconciliations, investigates accounting and billing discrepancies, maintains procedures, prepares weekly reconciliation reports, and supports audits. The role also assists the balance sheet accounts receivable leader with daily assignments and requires strong Excel skills, attention to detail, confidentiality, and effective communication.
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Manages enterprise customer relationships throughout the PrismHR lifecycle, from implementation through renewals. Drives product adoption, customer satisfaction, retention, account growth, training, executive meetings, and follow-on sales. Coordinates with Sales, Support, Professional Services, and Product teams; monitors customer health metrics; develops customer success and resource plans; handles escalations; and provides strategic guidance, reporting, and business reviews.
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Serves as a trusted advisor to PrismHR customers, leading software implementations and consulting projects. Evaluates requirements, documents workflows and use cases, interprets project scopes, manages deliverables, and coordinates cross-functional teams in an Agile environment. Provides technical, product, and PEO/ASO industry expertise; presents solutions to customers; maintains project documentation; and manages multiple engagements. The onsite role requires domestic travel of up to 25%.
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Drives new enterprise sales for payroll and HCM solutions. Responsibilities include prospecting, consultative discovery, solution presentations, negotiation, closing, executive relationship management, pipeline development, CRM maintenance, and collaboration with Sales Engineering, Marketing, Product, and Implementation teams. The role represents the company at industry events, presents pipeline results to leadership, requires on-site attendance, and involves frequent domestic travel to client sites, conferences, training sessions, and team meetings.
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Supports sales growth by delivering customized PrismHR product demonstrations to SMB prospects and customer success teams. Maintains demo environments, scripts, and content; assists with RFP responses and proposals; collaborates with Product Management, Marketing, Sales, and senior sales engineers; monitors market and competitor conditions; and communicates product value through remote and onsite presentations.
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The Client Growth Manager expands adoption of insurance, benefits, and advisory solutions among existing customers. Responsibilities include customer discovery, opportunity qualification, strategic business reviews, partner coordination, pipeline management, Salesforce documentation, forecasting, and cross-functional collaboration through quoting, contracting, implementation, and adoption. The role builds relationships with PEOs, ASOs, brokers, carriers, and solution providers while monitoring growth metrics and educating customers on benefits offerings.
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Expands adoption of insurance, benefits, and advisory solutions among existing PrismHR customers. The role conducts consultative discovery, identifies growth opportunities, manages customer and partner relationships, coordinates sales handoffs, maintains Salesforce pipeline records, monitors forecasts and conversion metrics, and collaborates cross-functionally to advance opportunities. It requires expertise in employer-sponsored benefits, insurance markets, PEOs, brokers, carriers, and consultative account growth.
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Drives new enterprise sales for payroll and HCM solutions. Manages the full sales cycle from prospecting and consultative discovery through presentations, negotiations, and closing. Builds relationships with C-level executives, maintains sales pipelines and CRM records, collaborates with sales engineering, marketing, product, and implementation teams, and represents the company at industry events. The role requires regular on-site attendance, frequent domestic travel, and experience selling HCM, payroll, workforce management, or related SaaS solutions.
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Drives new enterprise sales for payroll and HCM solutions across the full sales cycle, from prospecting and consultative discovery through presentations, negotiation, and closing. Builds relationships with executive buyers, maintains sales pipelines and CRM records, collaborates with internal teams, presents business reviews, and represents the company at industry events. The role requires regular on-site attendance, frequent domestic travel, a valid driver’s license, and experience selling HCM, payroll, workforce management, or related SaaS solutions.
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Processes payroll for assigned clients, including payroll cycles, time and attendance, PTO, employee changes, deductions, off-cycle checks, compliance reports, tax notices, and year-end W-2 support. Coordinates benefits deductions, maintains personnel records, completes employment verifications, answers payroll questions, researches federal and state payroll requirements, and supports client onboarding and payroll system administration.
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Manages EDI implementations for clients, insurance carriers, and internal teams from scoping through testing, go-live, and post-launch support. Configures and monitors EDI feeds, troubleshoots mapping and connectivity issues, facilitates stakeholder meetings, trains client administrators, tracks milestones, communicates risks, and coordinates cross-functional resources. The role requires strong client relationship management, technical EDI knowledge, analytical problem-solving, and proficiency with project tracking and Microsoft Office tools.
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Implements, configures, modifies, and supports healthcare EDI file feeds and integrations. Manages secure SFTP connections, ensures HIPAA compliance and data integrity, gathers requirements from clients and vendors, and participates in testing and deployment. The role also maintains technical documentation, supports audits, troubleshoots issues, and collaborates with internal teams and external partners. Regular on-site attendance is required, with domestic travel up to 25%.
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Implements PrismHR software for new customers and advises existing customers on platform and industry best practices. Owns customer relationships, analyzes business and technical requirements, documents workflows and functional designs, interprets project scopes, and manages multiple implementations. Collaborates with cross-functional Agile teams, designs customer processes, tracks project status, and delivers customer presentations. Requires expertise in PEO, ASO, staffing, payroll, benefits, and implementation software, with occasional domestic travel up to 25%.
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Supports sales leaders and business consultants by designing and executing enablement programs aligned with go-to-market and revenue goals. Creates playbooks, messaging guides, battlecards, training materials, and objection-handling resources; supports product launches and campaigns; maintains content in Seismic; and partners with Sales, Marketing, Product, RevOps, and Customer Success. Measures program effectiveness through adoption, productivity, and revenue metrics while gathering field feedback and improving sales tools and processes.
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Provides technical support and system administration across HR, payroll, tax, benefits, and client-facing platforms. Manages user access, permissions, workflows, dashboards, reports, data hygiene, troubleshooting, documentation, and user guides. Supports system security, confidentiality, cross-functional coordination, training, and knowledge transfer. The role requires regular onsite attendance and some domestic travel for meetings, client visits, conferences, and training.
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Implement and support client time and labor management systems, assess configuration requests, provide software guidance, conduct training and testing, troubleshoot issues, respond to client communications, and maintain project documentation. The role also involves collaborating with internal teams, sharing software best practices, and completing assigned projects while managing competing priorities and deadlines.
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Provides executive oversight of entertainment-focused system operations within a PEO environment. Leads support and system expert teams, manages escalations, testing, documentation, training, service levels, and operational risk. Partners with Technology, Product, Compliance, Legal, Client Services, and vendors to ensure reliable payroll, timekeeping, onboarding, and workforce management systems supporting complex entertainment workforce requirements.
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Leads PrismHR’s post-sale HCM services organization across implementation, support, training, professional services, and customer success. Owns customer experience, operational metrics, scalability, retention, adoption, expansion, and service delivery performance. Partners with Product, Sales, Marketing, Marketplace, and integration teams to shape offerings and support growth. Builds and develops distributed teams, establishes operating discipline, drives process improvement, manages workforce planning, and represents customer needs at the executive level.
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Provide onboarding, implementation, training, testing, troubleshooting and ongoing support for clients using time and labor management/timekeeping systems. Respond to client inquiries via phone and email, maintain project documentation and trackers, recommend configuration solutions, and share best practices with clients and peers.
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Lead end-to-end implementations for new PEO clients, configure PEO solutions to meet client requirements, act as primary client contact, provide training, troubleshoot issues, and collaborate with Sales, Client Relations, and Payroll. Maintain subject matter expertise in benefits regulations and implementation best practices while identifying process improvements.



