PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000+ companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR is the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow and prosper. The PrismHR platform is a complete, integrated HR solution supporting the full "hire-to-retire” lifecycle of HR services. And PrismHR provides a wide range of additional resources that go beyond just technology and support: PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and numerous learning opportunities throughout the year are all designed specifically to help PrismHR customers grow their business.
Position Summary
The System Operations Specialist - EDI serves as the primary liaison between PrismHR clients, insurance carriers, and internal technical teams to plan, configure, and maintain Electronic Data Interchange (EDI) connections that power benefits enrollment, payroll deductions, and related data feeds. This role blends three functions: facilitator, running kickoff and status calls that keep clients, carriers, and internal teams aligned; administrator, configuring, monitoring, and troubleshooting EDI feeds to keep data accurate and on schedule; and project manager, owning EDI implementations end to end, from scoping through testing to go-live and post-launch support. Success in this role requires strong client relationship skills paired with technical fluency to resolve data and connectivity issues independently.
Essential Duties & Responsibilities
Client Facilitation
- Serve as the primary point of contact for assigned clients throughout EDI onboarding, implementation, and ongoing support.
- Lead kickoff, status, and troubleshooting calls between clients, insurance carriers, and internal stakeholders.
- Translate technical EDI requirements into clear, non-technical guidance for client and carrier contacts.
- Train client administrators on EDI processes, file review, and issue-reporting procedures.
EDI Administration
- Facilitation of the file creation along with support from an engineer.
- Maintain accurate records of client EDI setups, carrier specifications, and connection documentation.
- Partner with carriers and clearinghouses to resolve mapping, format, or connectivity issues.
- Own EDI implementation projects end to end: scoping, timeline development, milestone tracking, testing, and go-live.
- Coordinate cross-functional resources (benefits, payroll, IT, carriers) to keep implementations on schedule.
- Communicate project status, risks, and open issues to clients and internal leadership.
- Manage multiple concurrent client implementations, prioritizing based on deadlines and complexity.
- Identify and recommend process improvements to reduce implementation time and recurring errors.
- Regular on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement.
- Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
- Attend webinars and training to stay up to date on best practices related to the company and department.
- Complete projects and other duties as assigned by supervisor.
- Experience with HR, payroll, or benefits administration platforms; PrismHR experience a plus.
- Demonstrated project management experience; PMP or similar certification a plus.
- Excellent verbal and written communication skills, with the ability to manage client relationships professionally under deadline pressure.
- Strong analytical and troubleshooting skills with high attention to detail.
- Proficiency in Excel and familiarity with project tracking tools (e.g., Smartsheet, Asana, Jira).
- Bachelor’s degree preferred in computer science, information technology, or related field or equivalent combination of experience, skills, and education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
- Two (2) to Four (4) years of in EDI, benefits administration, HRIS/HR technology, or a related client-facing role.
- Working knowledge of EDI file formats and standards (e.g., ANSI X12 834) strongly preferred.
- Experience working in a multi-state or Professional Employer Organization (PEO) preferred.
- Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.
Physical Demands:
- Sedentary Work: Work primarily involves sitting for extended periods at a desk or computer.
- Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
- Mobility: Occasional movement throughout the office and at customer, meeting, conference, or training locations.
- Visual Acuity: Ability to read and analyze information on a computer screen, with reasonable accommodation as applicable, and in printed materials.
- Lifting & Carrying: Minimal lifting is required and may include handling documents and light office materials.
- Travel: Domestic travel up to 25% may involve extended sitting during air or ground transportation and standing or walking during client visits, meetings, and conferences.
- Concentration and Analysis: Sustained concentration and analytical thinking are required to interpret technical and business information.
- Decision Making: Ability to exercise independent judgment and make timely, informed decisions based on customer and project requirements.
- Attention to Detail: High accuracy is required when documenting requirements, managing project information, and communicating recommendations.
- Problem-Solving: Continuous need to evaluate and resolve complex or Client implementation and customer issues.
- Multitasking: Ability to prioritize competing demands and manage multiple projects, schedules, and deadlines.
- Stress Management: Ability to remain effective in high-pressure, customer-facing situations and adapt to changing project conditions.
- Interpersonal Skills: Build productive relationships and communicate effectively with customers, managers, cross-functional teams, and external contacts.
- Cultural Sensitivity: Communicate respectfully with individuals from diverse backgrounds, demonstrating cultural awareness and sensitivity.
- Written Communication: Prepare clear and accurate requirements, functional design documents, project notes, status updates, emails, and related documentation.
- Verbal Communication: Facilitate discussions, explain technical and industry concepts, and provide clear instructions and recommendations.
- Virtual Communication: Regularly use video conferencing, phone systems, and digital collaboration tools to engage customers and internal teams.
- Presentation Skills: Deliver effective remote and in-person presentations to customers, stakeholders, and industry audiences.
Health Insurance: Medical, dental, and vision coverage
Retirement Plan: 401(k) with company match
Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Skills Required
- Two to four years of experience in EDI, benefits administration, HRIS/HR technology, or a related client-facing role
- Working knowledge of EDI file formats and standards, such as ANSI X12 834
- Experience with HR, payroll, or benefits administration platforms
- Demonstrated project management experience
- Excellent verbal and written communication skills
- Strong analytical and troubleshooting skills with high attention to detail
- Proficiency in Microsoft Office, including Outlook, Teams, Excel, Word, and PowerPoint
- Familiarity with project tracking tools such as Smartsheet, Asana, or Jira
- Bachelor's degree in computer science, information technology, or a related field, or equivalent experience, skills, and education
- Experience working in a multi-state organization or Professional Employer Organization
- Regular on-site attendance in Arizona
What We Do
PrismHR creates exceptional software and services, empowering human resource outsourcing service providers such as Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs) to deliver world-class payroll, benefits and HR to small and medium sized businesses. PrismHR software is used by more than 88,000 organizations and 2.2 million worksite employees, processing greater than $57 billion in payroll each year. Visit our website to learn more about how PrismHR can help your business be more profitable and productive. http://www.prismhr.com









