Candidate Authenticity Statement
We recognize that AI tools are increasingly used in professional settings. However, during our assessment and interview process, we ask candidates to complete all responses independently, without the use of AI-generated assistance.
This ensures we can accurately assess your individual skills, communication style, and problem-solving approach. Submissions or responses that appear AI-generated may be considered misaligned with our evaluation standards.
Remote-First with In-Person Training: This position is remote following successful completion of onboarding. New hires are required to attend two weeks of in-person training at our Carrollton, TX corporate office to ensure a smooth and successful transition into the role.
Position Summary:
The HCM & Payroll Account Specialist serves as the primary point of contact for Workforce Go! clients, focusing on exceptional client service, retention, and growth. Under the guidance of the Client Services Manager, this role involves managing and administering Payroll, Time & Labor Management, and Human Resources (HR) suite of products. The Account Specialist is responsible for accurately processing payrolls, managing tax accounts, and identifying new product opportunities. As a subject matter expert, the HCM & Payroll Account Specialist ensures optimal client experience while supporting Workforce Go! products and services.
Principal Duties & Responsibilities:
Client Support & Relationship Management: Serve as the primary contact for assigned clients, maintaining positive relationships and working to achieve client retention and business growth goals. (Advanced)
Product Knowledge & Expertise: Acquire and demonstrate thorough knowledge of Workforce Go! HCM products, workflows, and integration processes, ensuring seamless ongoing support. (Advanced)
Payroll & Tax Account Management: Ensure payrolls are processed with 100% accuracy and timely delivery every pay period; manage tax calculations and account management as needed. (Intermediate)
Subject Matter Expertise: Act as a subject matter expert and key resource on Workforce Go! operations and services, providing guidance on payroll, HR, time and labor management, accounting, tax, and money movement. (Advanced)
Compliance & Confidentiality: Follow internal and external compliance rules and regulations while maintaining strict confidentiality with client information. (Advanced)
Process Improvement & Policy Development: Recommend and assist in the development of procedures and policies to enhance the Account Specialist team's efficiency and effectiveness. (Intermediate)
Problem-Solving & Special Projects: Analyze client challenges, recommend solutions, and participate in special projects as assigned. (Intermediate)
RequirementsKnowledge, Skills, and Abilities Required:
Communication Skills: Strong command of the English language, with excellent written and verbal communication skills; ability to use appropriate email etiquette. (Advanced)
Time Management & Prioritization: Proven ability to manage multiple priorities independently, meeting all deadlines consistently. (Advanced)
Analytical & Problem-Solving Skills: Ability to gather, analyze, and interpret information, draw conclusions, test solutions, and communicate findings effectively. (Intermediate)
Client-Centric Approach: Skilled in quickly assessing client needs, tactfully handling difficult situations, and maintaining client satisfaction. (Advanced)
Team Collaboration: Demonstrated ability to work effectively within a team environment, fostering collaboration and supporting shared goals. (Intermediate)
Technical Proficiency: Proficient in Google and other business software; ability to navigate web-based applications efficiently. (Intermediate)
Industry Knowledge: Strong working knowledge of payroll and human resources outsourcing industry, including compliance requirements. (Advanced)
Credentials & Experience:
Education: Bachelor’s degree required, or equivalent professional experience in a related field.
Experience: Minimum of 5 years in payroll or human resources outsourcing; experience in client service or relationship management required.
Certification: Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC) certification preferred.
BenefitsNote: The pay rate for this position is $63,000.00 annually, plus bonus potential.
BENEFITS
- Medical Insurance
- Vision Insurance
- Dental Insurance
- 401(k) Matching
- Flexible Spending Accounts
- Health Savings Accounts
- Disability & Life Insurance
- Employee Assistance Program
- LegalShield
- ID Shield
- Commuter Reimbursement Plan
- Tuition Reimbursement
- Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment.
ADDITIONAL BENEFITS INCLUDE:
- Wellable membership
- Telescope Health (telehealth) through Accresa
- Intellect (mental health) application
- Employee engagement activities, including voluntary events, raffles, book club, and more!
Skills Required
- Bachelor's degree or equivalent professional experience
- Minimum 5 years in payroll or human resources outsourcing with client service/relationship management
- Strong working knowledge of payroll and HR outsourcing industry, including compliance requirements
- Proficiency with Google (Google Workspace) and other web-based business applications
- Ability to accurately process payrolls and manage tax accounts
- Excellent written and verbal English communication skills and appropriate email etiquette
- Subject matter expertise in payroll, HR, time and labor management, accounting, tax, and money movement
- Willingness to attend two weeks of in-person training in Carrollton, TX prior to remote work
- Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC)
What We Do
AE Perkins is a forward-thinking holding company committed to improving the way businesses and individuals experience healthcare, workforce management, and innovative employee benefits. It focuses on investing in businesses that embody entrepreneurial spirit, primarily within healthcare payments and benefits technology.
