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Implements and supports Insperity HCM software for clients by conducting discovery, documenting requirements, configuring payroll, HR, benefits, and time workflows, leading stakeholder meetings, providing training, resolving integration issues, and recommending best practices. The role manages client relationships, project deliverables, status updates, and escalations while contributing product feedback and mentoring other HCM analysts.

Identify and pursue small and midsized business prospects for Insperity’s HR services and technology. Advise business owners virtually and in person, build executive relationships and referral networks, meet sales goals, complete bid paperwork, and facilitate onboarding for new clients.

Engages prospective business clients through outbound calls, emails, and live chat to qualify needs, schedule discovery appointments, and generate opportunities for Business Performance Advisors. Maintains CRM records, executes personalized sales cadences, researches buying committees, manages lead distribution, documents prospect information, supports sales-cycle coordination, and meets activity and contribution goals. Requires professional brand representation and knowledge of company offerings, competitors, and relevant business information.

Identify and sell Insperity HR services and technology to small and midsized businesses. Build relationships with business owners and C-suite executives, conduct virtual and in-person sales presentations, develop referral networks, achieve management-set sales goals, complete contract bid paperwork, and facilitate new-client onboarding.

Administers 401(k) compliance activities, including ERISA nondiscrimination testing, payroll and plan data analysis, IRS Form 5500 preparation, benefit calculations, audit support, domestic relations order reviews, required minimum distributions, plan amendments, and client communications. Ensures employer contributions, excise tax payments, participant communications, and regulatory deadlines are completed accurately.

Identify and develop small and midsized business clients for Insperity’s HR services and technology. Build relationships with business owners and C-suite leaders, conduct virtual and in-person sales presentations, leverage professional networks, achieve sales goals, complete bid paperwork, and facilitate onboarding for new clients.

Provides strategic compensation consulting to prospective and existing clients, including pay program evaluation, compensation philosophy, incentive and bonus plan design, merit programs, pay equity analysis, and compliance guidance. Conducts client research, data analysis, and reporting; presents educational materials; develops internal tools; and mentors team members while serving as a compensation subject matter expert.

Conducts operational, financial, compliance, and Sarbanes-Oxley audits; develops audit plans, evaluates risks and controls, documents work papers, analyzes data, identifies issues, and recommends improvements. Participates in site audits, annual risk assessments, organizational projects, and management meetings while maintaining professional relationships and ethical standards.

Provides payroll compliance guidance and client service for Workday customers across multiple states and localities. Responsibilities include client onboarding, payroll processing, audits, balancing, regulatory compliance, process improvements, testing, stakeholder collaboration, and mentoring payroll personnel. The role analyzes payroll data, implements client-specific enhancements, supports Sarbanes-Oxley compliance, and travels to client worksites for meetings and training.

Supports benefits administration for clients and internal teams, including onboarding, plan setup audits, vendor integrations, ACA reporting, communications, training, and process development. Maintains expertise in health and welfare benefits products, serves as a subject matter expert for benefits administration platforms, analyzes enrollment and training needs, and collaborates with IT, vendors, marketing, operations, and leadership to improve client satisfaction and service delivery.