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Review and reconcile daily ACH transactions and bank statements, monitor payroll processing and outstanding checks, maintain general ledger records, perform month-end and year-end close tasks including journal entries and account reconciliations, assist with audits and compliance, and manage unclaimed property returns.

Sell Nextep PEO HR services to business owners: research prospects, present tailored solutions, manage pipeline and CRM, deliver proposals, close deals, and collaborate with internal teams while tracking industry trends.

Make high-volume outbound cold calls and follow up inbound leads to qualify prospects by budget, timeline, and fit. Schedule meetings for sales consultants, expand prospect database, support marketing campaigns, and share market and prospect feedback with product and marketing teams.

Serve as primary client contact during 90–120 day onboarding. Assess client needs, create and manage project plans, run trainings and demos, coordinate across teams, and transition clients to service teams to ensure a flawless implementation experience.

Build relationships with business owners and leaders to sell PEO HR solutions. Research client needs, present tailored proposals, manage pipeline and CRM, close deals, and stay current on industry trends.

Sell Nextep PEO solutions to business owners by building relationships, qualifying prospects, delivering presentations and proposals, closing deals, and managing pipeline using CRM tools while staying current on industry trends.

Manage full-cycle recruiting: consult with hiring managers, source and screen candidates, coordinate interviews, maintain ATS records, extend offers, conduct background checks, and ensure compliance while providing project-management-style support to hiring teams.

Build relationships with business owners and decision makers, research client needs, present tailored PEO solutions, close sales, manage pipeline and CRM, deliver proposals, and stay current on industry trends and competition.

Process payroll data (salary adjustments, special payments, tax allocations, deductions), administer payroll/timekeeping systems for a dedicated client roster, serve as client point of contact for payroll inquiries, resolve issues, and ensure compliance with federal, state, and local payroll tax laws.

Build relationships with business owners, research client needs, present tailored PEO solutions, manage pipeline and CRM, deliver proposals, close deals, and stay current on industry trends.