Project Specialist

 Posted 5 hours ago
     
2-5 years experience
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AI Summary

Lead and coordinate the onboarding process for new clients as the primary point of contact. Manage project plans, timelines, and internal stakeholders to ensure a seamless transition to payroll and HR solutions.

Overview
World Payroll & HR (WPHR), a leading payroll service bureau and reseller of the UKG Ready platform, delivers comprehensive payroll, HRIS, and HCM solutions to small and mid-sized businesses across the United States. Our commitment to excellence and innovation ensures our clients receive best-in-class service and technology.
Our Implementation team is responsible for onboarding new clients and delivering a seamless transition to our payroll and HR solutions. This includes coordinating implementation activities, supporting client training, and ensuring high-quality client experience throughout the onboarding lifecycle.

Job Summary
The Implementation – Project Specialist is a client-facing role responsible for leading and coordinating onboarding for new clients. This individual serves as the primary point of contact throughout the implementation process, ensuring a smooth, organized, and professional experience.
This role requires strong client service skills, the ability to manage multiple projects simultaneously, and a high level of organization. Experience with payroll systems, HCM platforms, or implementation processes is preferred but secondary to client-facing and project coordination capability.

Primary Responsibilities:

  • Serve as the primary client-facing point of contact during onboarding and implementation
  • Build strong client relationships and manage expectations throughout the onboarding process
  • Lead client meetings, including delivering onboarding presentations, and guiding clients through implementation steps
  • Develop and maintain project plans, timelines, and task tracking
  • Coordinate internal and external stakeholders to ensure timely completion of onboarding milestones
  • Communicate status updates, risks, and next steps clearly and proactively
  • Ensure consistent, high-quality client experience across all onboarding engagements
  • Identify and mitigate risks to keep implementations on track
  • Support continuous improvement of onboarding processes and client experience


Secondary Responsibilities (Implementation Support)
  • Learn UKG Ready payroll and tax configuration to support implementation activities
  • Assist with system setup, data validation, and testing when needed
  • Support migration of historical payroll data and ensure accuracy
  • Provide client training support and reinforce best practices
  • Stay informed on system updates and payroll-related changes
Qualifications:
  • 3+ years in a client-facing role supporting customers or external clients
  • Strong communication skills with the ability to build trust and manage expectations
  • Proven ability to handle client questions, issues, and escalations professionally
  • 1+ years of experience in project management, preferably in payroll, HRIS, or HCM implementations.
  • Strong understanding of implementation processes and client onboarding best practices.
  • Demonstrated ability to manage multiple priorities, timelines, and deliverables
  • Strong organizational skills with attention to detail and follow-through
  • Experience coordinating projects, onboarding workflows, or operational processes
  • Exposure to payroll systems, HRIS, or HCM platforms
  • UKG Ready experience is a plus but not required
  • PMP or similar project management certification is a plus.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with project management tools preferred.
  • Comfortable learning new systems and tools
  • Ability to troubleshoot basic system-related issues



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