- Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team.
- Develop strong client relationships through care, focus and quality in every step of the client experience.
- Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication.
- Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing.
- Assist clients to navigate and learn technical aspects and self-service options.
- Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.
- Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures.
- Build strong relationships with internal and external partners to achieve top-notch client experience and client retention.
- Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally.
- Bachelor's Degree required or equivalent years of experience
- 1+ years experience in technology, customer-facing role or sales
- Computer literate with strong technical aptitude and a drive to learn
- Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities
- Demonstrates client-centric mentality with empathy, care and high engagement attitude
- Ability to successfully operate in an entrepreneurially-spirited work environment
- Must have analytical, problem solving and critical thinking skills and comfortable making quality decisions
- Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent
- High personal accountability to meet team and individual metrics
- Outstanding organizational and follow up skills
- 2+ years experience in Operations, Sales Support or client-facing position
- Responsible for other duties or projects as assigned.
Onboarding Specialist I - Oklahoma City, United States - Heartland
Description
Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to work like an entrepreneur, support and serve entrepreneurs and bring your expertise to a dynamic team, then Heartland is for you. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can do together.
The Onboarding Specialist builds the new client account and supports the new client during their initial integration and processing of first payrolls with the Heartland Payroll System. The Implementation Specialist is accountable for managing a portfolio of new basic clients and is the first touch point in the client's experience using Heartland Payroll.
What will you be doing?
What are the requirements?
Hourly Rate: $19.00 per hour.
Heartland is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.