Implementation Specialist (Paylogics)new
Trucordia · Insurance
- All Implementation Specialist jobs
- Insurance & Actuarial
- Lindon, United States
- Full-time
Job Description
We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the onboarding experience for new clients at Paylogics. This role serves as the critical bridge between Sales and Service, ensuring a seamless transition and successful setup of all Payroll services.
The ideal candidate is both a strong project manager and a trusted advisor, capable of guiding clients through a structured implementation process while building lasting relationships.
Client Onboarding & Implementation
- Serve as the primary point of contact for new clients during the onboarding phase
- Lead kickoff meetings to establish timelines, expectations, and success criteria
- Manage full-cycle implementation, including payroll, benefits, HRIS, and compliance.
- Ensure accurate and timely setup of client accounts, employee data, and system configurations
Project Management
- Develop and manage detailed onboarding project plans, timelines, and milestones
- Track progress and proactively address risks, delays, or issues
- Coordinate cross-functionally with internal teams (payroll, benefits, HR, compliance, IT) to ensure smooth execution
- Maintain consistent communication with stakeholders throughout the implementation lifecycle
Relationship Management
- Build strong, consultative relationships with client stakeholders
- Serve as a trusted advisor by understanding client needs and aligning solutions accordingly
- Provide guidance and education on ASO services, processes, and best practices
- Ensure a positive client experience and high satisfaction during onboarding
Sales Handoff & Transition
- Partner closely with Sales to ensure a thorough and smooth handoff
- Review client expectations, scope, and agreements to ensure alignment
- Successfully transition clients from implementation to long-term service teams
Documentation & Compliance
- Ensure all required documentation is collected, accurate, and compliant
- Maintain detailed records of onboarding activities and client interactions
- Support adherence to regulatory and internal compliance standards
Qualifications
- 2–5+ years of experience in implementation, onboarding, account management, or project management and payroll.
- Experience in ASO, HR services, payroll, benefits administration, or related field highly preferred
- Strong project management skills with the ability to manage multiple clients simultaneously
- Excellent interpersonal, communication, and relationship-building skills
- High attention to detail and strong organizational skills
Additional Information
Please see our company Benefits:
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
- Entry Level
Free job alerts
Get new finance jobs by email.
Fresh vacancies from across banks, asset managers, hedge funds, PE/VC, fintechs and insurers — straight to your inbox. Free, no account, unsubscribe anytime.