2,548 Client Onboarding Specialist jobs in the United States

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Meridian, ID location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills.

Location: Meridian, ID

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.

• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.

• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.

• Collaborate with clients to gather and analyze their business requirements related to the

• specific HCM function (e.g., payroll, HR, time, and labor).

• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.

• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.

• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role

• 1+ years of HCM implementation experience preferred

• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM

• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.

• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:

• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.

• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.

• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to

• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long

• periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $22/hr-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills

Location: Pittsford, NY

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.

• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.

• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.

• Collaborate with clients to gather and analyze their business requirements related to the

• specific HCM function (e.g., payroll, HR, time, and labor).

• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.

• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.

• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role

• 1+ years of HCM implementation experience preferred

• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM

• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.

• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:

• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.

• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.

• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to

• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long

• periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $24-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

ADP is hiring a **Client Onboarding Specialist** .
+ _Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?_
+ _Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities?_
+ _Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?_
If so, this may be an opportunity for you. Read on and decide for yourself.
As a Client Onboarding Specialist, you will carry the ADP relationship forward after a sale and enable the first interaction between mid-sized business clients and ADP's industry-leading payroll and HR solutions. You will build relationships with clients and seamlessly implement ADP's technologies to ensure your clients achieve long-term success. Once ADP services are delivered, your efforts will have a direct impact on the day-to-day lives of your clients' employees -- from paychecks to health benefits and beyond.
You will spend your day ensuring your clients are comfortable using ADP's products and services. Every day, you will partner with clients to learn and understand their business needs; analyze existing systems, interface requirements, and business processes; and guide and drive clients towards the best solution for their unique business needs. Still, every day will be different because the new clients you meet span geographies and industries, requiring different solutions to satisfy their specific needs. That will keep things interesting, and our top-ranked training will help set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here, but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Implementation at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
+ **Onboard Clients.** You'll create exceptional onboarding experiences for each product or service implementation. You'll help clients develop the skills and confidence to use our products with ease through your expertise and relationship-building.
+ **Implement ADP Technologies.** To deliver a comprehensive ADP solution, you will consult with clients and analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
+ **Partner Internally.** You will collaborate with ADP associates in sales and customer service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
+ **Multi-Task - Communicate.** You will work on multiple time-sensitive projects and follow-up items at the same time. You will share essential information with clients and the teams you work with at ADP.
+ You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the calendar year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ High School Diploma
+ 1 to 3 years of experience working in a client service/customer service environment or systems integration environment
+ Basic project management skills
+ You can work overtime hours during peak seasons
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
**YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Belong** by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**Jobs.adp.com**
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

ADP is hiring a **Client Onboarding Specialist** .
+ _Are you looking to grow your career in an agile, dynamic environment with plenty of opportunities to progress?_
+ _Are you a continuous learner who embraces ongoing training, development, and mentorship opportunities?_
+ _Are you looking to be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights?_
If so, this may be an opportunity for you. Read on and decide for yourself.
As a Client Onboarding Specialist, you will carry the ADP relationship forward after a sale and enable the first interaction between mid-sized business clients and ADP's industry-leading payroll and HR solutions. You will build relationships with clients and seamlessly implement ADP's technologies to ensure your clients achieve long-term success. Once ADP services are delivered, your efforts will have a direct impact on the day-to-day lives of your clients' employees -- from paychecks to health benefits and beyond.
You will spend your day ensuring your clients are comfortable using ADP's products and services. Every day, you will partner with clients to learn and understand their business needs; analyze existing systems, interface requirements, and business processes; and guide and drive clients towards the best solution for their unique business needs. Still, every day will be different because the new clients you meet span geographies and industries, requiring different solutions to satisfy their specific needs. That will keep things interesting, and our top-ranked training will help set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven environment. You are eager to learn and adapt well to change. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here, but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Implementation at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
+ **Onboard Clients.** You'll create exceptional onboarding experiences for each product or service implementation. You'll help clients develop the skills and confidence to use our products with ease through your expertise and relationship-building.
+ **Implement ADP Technologies.** To deliver a comprehensive ADP solution, you will consult with clients and analyze existing systems, interface requirements, and business processes. You will incorporate new processes, tools, and approaches when recommending and implementing the ADP solution.
+ **Partner Internally.** You will collaborate with ADP associates in sales and customer service and exchange routine information with members of the client project team, including priorities, timeliness, and issues as they arise.
+ **Multi-Task - Communicate.** You will work on multiple time-sensitive projects and follow-up items at the same time. You will share essential information with clients and the teams you work with at ADP.
+ You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the calendar year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ High School Diploma
+ 1 to 3 years of experience working in a client service/customer service environment or systems integration environment
+ Basic project management skills
+ You can work overtime hours during peak seasons
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above OR
+ Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
**YOU'LL ALSO LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Belong** by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
**Jobs.adp.com**
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $19.33 - $39.23 / Hour*
*Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

Job Description

Job Description

Description:

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview
As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills

Location: Pittsford, NY

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.
• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.
• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.
• Collaborate with clients to gather and analyze their business requirements related to the
• specific HCM function (e.g., payroll, HR, time, and labor).
• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.
• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.
• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role
• 1+ years of HCM implementation experience preferred
• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM
• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.
• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:
• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.
• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.
• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to
• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long
• periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $24-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

Requirements:

Are you ready to make a significant impact on the InstaMed Network.
As a Contracting Analyst within the InstaMed Network, you will be responsible for ensuring accurate payments to providers during the onboarding process. Your role will involve mastering departmental procedural processes, analyzing information to determine the course of action, and ensuring compliance with business requirements. You will have the opportunity to learn standard operating procedures, process enrollments, resolve concerns, and collaborate with a team, significantly impacting the network and enhancing customer experience.
**Job Responsibilities:**
+ Master departmental procedural processes and analyze information to determine the course of action, ensuring compliance and business requirements.
+ Complete due diligence and reinforce KYC policies to prevent misrouting of funds during processing of new enrollments or changes to existing accounts.
+ Research, synthesize, and verify customer information to facilitate outreach and resolution.
+ Identify potential fraudulent accounts using investigative skills and available resources.
+ Manage multiple work queues and prioritize tasks to provide the best possible customer experience.
+ Maintain a professional and courteous manner while addressing customer calls or emails.
+ Speak with customers to review their requests and provide guidance on next steps to effectively resolve issues, promoting a positive customer experience.
+ Communicate relevant information effectively to customers and team members, including requirements, updates, and timelines.
+ Document progress and next steps for internal transparency.
+ Perform any other duties applicable to the position.
**Required Qualifications, Capabilities, and Skills:**
+ Strong attention to detail, organizational, and time management skills.
+ Effective and professional communication skills.
+ Resourceful analytic thinking and sound judgment.
**Preferred Qualifications, Capabilities, and Skills:**
+ Customer-facing experience preferred.
+ Experience with Salesforce or knowledge of healthcare and/or financial industry is beneficial.
+ Proficiency with Microsoft Office and ability to easily learn new software/programs.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Helpside has served the small business community for more than 35 years. Our unique solutions and expertise in payroll administration, human resources, employee benefits, and risk management are there to support our clients in such a way that they can continue to grow their businesses and not worry about employee administration.

New Client Onboarding Specialists focus their efforts on creating an excellent experience for Helpside’s new clients. You will coordinate a successful transition to our services by bridging the gap between the sales team and other internal departments. You will work closely to build relationships with client owners and primary contacts to set clear expectations and provide education on Helpside services.

Essential Duties and Responsibilities:

• Own and manage customer relationships from the point of sale through successful implementation.
• Coordinate with sales and other internal teams to ensure that each piece of the process meets client expectations.
• Provide updates via phone and email informing the client of their progress towards meeting deadlines.
• Respond quickly to customer emails and calls regarding onboarding processes.
• Become a Helpside expert so that you answer questions about services from clients and employees during the onboarding process.
• Successfully transfer clients to the HR team after onboarding.
• Performs additional duties as assigned.

Knowledge/Skills/Abilities:

• Identify opportunities to create resources, frameworks, and repeatable processes to use when onboarding customers.
• Understand customer needs and manage their experience to prove value.
• Build content and resources to educate clients and their employees to drive rapid product adoption.

Requirements:

• Excellent organizational skills and attention to detail
• Highly self-motivated and focused
• Professional written and verbal communication skills
• Strong analytical and problem-solving skills.
• Skilled with troubleshooting software/technology issues
• Positive and pleasant attitude
• Spanish language preferred

Here are some additional benefits you will experience as an employee at Helpside:

• Health insurance 100% paid by the employer (for both employee and family!)
• Additional voluntary supplemental benefits including dental, vision, life, disability, accident, critical illness, etc.
• Flexible spending accounts
• 401(k) with company match
• Paid holidays
• Paid time off
• Outstanding co-workers
• Great company culture
• Fun company events

Job Type: Full time, 40 hours per week

Location: In office in Lindon, Utah or remote

JOIN THE HELPSIDE TEAM AND HELP OUR CLIENTS, AND HELPSIDE SUCCEED!

Helpside has served the small business community for more than 35 years. Our unique solutions and expertise in payroll administration, human resources, employee benefits, and risk management are there to support our clients in such a way that they can continue to grow their businesses and not worry about employee administration.

New Client Onboarding Specialists focus their efforts on creating an excellent experience for Helpside’s new clients. You will coordinate a successful transition to our services by bridging the gap between the sales team and other internal departments. You will work closely to build relationships with client owners and primary contacts to set clear expectations and provide education on Helpside services.

Essential Duties and Responsibilities:

• Own and manage customer relationships from the point of sale through successful implementation.
• Coordinate with sales and other internal teams to ensure that each piece of the process meets client expectations.
• Provide updates via phone and email informing the client of their progress towards meeting deadlines.
• Respond quickly to customer emails and calls regarding onboarding processes.
• Become a Helpside expert so that you answer questions about services from clients and employees during the onboarding process.
• Successfully transfer clients to the HR team after onboarding. 
• Performs additional duties as assigned.

Knowledge/Skills/Abilities:

• Identify opportunities to create resources, frameworks, and repeatable processes to use when onboarding customers.
• Understand customer needs and manage their experience to prove value.
• Build content and resources to educate clients and their employees to drive rapid product adoption.

 Requirements: 

• Excellent organizational skills and attention to detail
• Highly self-motivated and focused
• Professional written and verbal communication skills
• Strong analytical and problem-solving skills.
• Skilled with troubleshooting software/technology issues
• Positive and pleasant attitude
• Spanish language preferred

Here are some additional benefits you will experience as an employee at Helpside:

• Health insurance 100% paid by the employer (for both employee and family!)
• Additional voluntary supplemental benefits including dental, vision, life, disability, accident, critical illness, etc.
• Flexible spending accounts
• 401(k) with company match
• Paid holidays
• Paid time off
• Outstanding co-workers
• Great company culture
• Fun company events

Job Type: Full time, 40 hours per week

Location: In office in Lindon, Utah or remote

JOIN THE HELPSIDE TEAM AND HELP OUR CLIENTS, AND HELPSIDE SUCCEED!

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Meridian, ID location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills

Location: Meridian, ID

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.

• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.

• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.

• Collaborate with clients to gather and analyze their business requirements related to the

• specific HCM function (e.g., payroll, HR, time, and labor).

• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.

• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.

• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role

• 1+ years of HCM implementation experience preferred

• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM

• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.

• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:

• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.

• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.

• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes.

• Fluent in Spanish preferred

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long

• periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $22/hr-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via