The Role
The Client Implementation Specialist engages new clients, manages implementation phases, and ensures client satisfaction through product/service setup and training.
Summary Generated by Built In
Position Summary
The Client Implementation Specialist is responsible for engaging new clients and managing the full implementation phase. This position is the Client’s main point of contact during implementation and is responsible for the overall client success and satisfaction during the implementation of our products/services.
**Essential Duties and Responsibilities **
• Completes Client shell set up and dashboard creation in Prism (HRIS) for new clients.
• Manages multiple client implementations, runs first payroll(s), and trains newly onboarded clients.
• Acts as a liaison between internal stakeholders.
• Responsible for developing and executing implementation project plan.
• Consults with clients to determine payroll, HR, and benefit needs and recognize Client business concerns to recommend and implement and appropriate solution.
• Maintains Client Space (CRM) by updating milestones, tasks, and other related items.
• Works with Business Consultant to initiate the Client Implementation process.
• Reviews and audits Client payroll and HR data for accuracy.
• Responsible for understanding our Service Types and Service Model, to better facilitate Client transition to the ongoing Service Model.
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Knowledge, Skills, and Abilities
• HR/Payroll Outsourcing and/or PEO industry knowledge required
• HRIS/CRM/Systems experience
• Payroll & Tax subject matter knowledge
• Analytical skills
• Time management skills
• Excellent written and verbal communications
• Project management skills
• Problem solving skills
• Office Product knowledge
Education & Experience
Associate degree preferred 3 years related experience required
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
• Frequently required to sit; occasionally required to stand and walk.
• Specific vision abilities required include close vision, color vision, and ability to adjust focus.
• Frequently required to talk and hear.
• Moderate concentration/intensity, which includes prolonged mental effort.
• Average memory, taking into consideration the amount and type of information.
• Noise level in the work environment is usually moderate.
This position is eligible for the following benefits:
• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: Group RRSP with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable provincial statutes
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Skills Required
- 3 years related experience
- Associate degree preferred
- HR/Payroll Outsourcing and/or PEO industry knowledge
- HRIS/CRM/Systems experience
- Payroll & Tax subject matter knowledge
- Analytical skills
- Time management skills
- Excellent written and verbal communications
- Project management skills
- Problem solving skills
- Office Product knowledge
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The Company
What We Do
Distro is an AI-powered platform designed to enhance the efficiency and productivity of distributor sales teams. By automating manual recruiting and sales tasks, the company helps teams move faster, reduce costs, and improve hiring outcomes. Their technology focuses on optimizing counter and inside sales operations, providing tools that assist recruitment and sales processes while maintaining human oversight in final decision-making.
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