Implementation Manager

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Vista, CA
5-7 Years Experience
HR Tech
The Role

Description

Job Description

Position TitleDepartmentReports toImplementation ManagerImplementationCSOEmployment StatusFLSA StatusEffective Date Start Date

Position Summary

The Implementation Manager is responsible for leading the successful onboarding of clients onto the Green Leaf Payroll and Business Solutions platform. This role oversees the client intake process, ensuring a seamless transition and high-quality client experience. The manager will direct a team dedicated to providing comprehensive training on our payroll systems, developing custom reports, and ensuring that all client needs are met efficiently. This role also includes the strategic development of training content and the refinement of Standard Operating Procedures (SOPs). Collaboration with senior management and other departments to enhance service delivery is critical.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • Lead client discussions to gather necessary documentation and details for setup, such as Employer Identification Numbers (EIN), historical pay data, and other sensitive payroll information.
  • Oversee client issue resolution and maintain high retention rates through superior service.
  • Manage the Implementation team by setting objectives, conducting performance reviews, and promoting teamwork.
  • Conduct internal and external training on payroll processing and systems; develop and update training materials and SOPs in collaboration with Sr Leadership.
  • Coordinate with various departments to ensure cohesive client implementation processes and audit client data for system integration.
  • Clearly communicate all initial timelines and training to clients.
  • Lead departmental strategy meetings focused on process improvement and service enhancement.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Bachelor's degree in accounting, business, or a related field; or equivalent combination of education and experience
  • At least 6+ years' experience in Payroll Implementation, specifically within Kronos/ UKG Ready highly preferred
  • Exceptional organizational, communication (both oral and written), and interpersonal skills. Must be able to lead a team, manage multiple projects simultaneously, and meet deadlines.
  • Strong computer aptitude, which includes expertise with Microsoft Excel and Word.
  • Advanced ability to analyze data with particular attention to detail
  • Proven ability in customer service and problem resolution
  • Proven leadership skills with a strong focus on team motivation and customer service excellence.

Physical Demands and Work Environment

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. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.

The Company
HQ: San Diego, CA
29 Employees
On-site Workplace

What We Do

Green Leaf was built from the ground up by a team of founders that have over 30 years experience in the HR and Payroll Industry. We are a team of hard working, professional Entrepreneurs that wanted to make a difference in the way companies are able to outsource their Payroll and HR needs.
Too often we saw that outsourcing providers would over promise and under deliver, as well as make a shift toward less human interaction with their clients. We strive to provide our clients with the highest quality of technology while offering the personal touch that small to medium-sized businesses need in order to manage it all!
We are dedicated to creating business solutions that will allow us to be a partner with our clients and shape and shift as their business grows and changes along the way, resulting in a client for life.

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