OneDigital

Payroll

• The Payroll Manager will manage and administer HR, Payroll and Benefits for multiple clients including employee health and welfare, retirement plans and leaves of absences.
• He / she manages multi-state payrolls and HRIS components within multiple human capital management platforms.
• This position provides guidance to management and employees regarding client specific policies and procedures.
• The Payroll Manager interprets existing policies and procedures and develops operational improvements to processes for multiple clients for matters related to HR, Payroll and Benefits Administration.
• This position serves as key support for Managers and above related to HR and Payroll Services in all functions for multiple clients.

Payroll Manager

Security Analyst

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Security Analyst Intern

Account Executive

• Manage a book of business of commercial insurance accounts
• Develop and maintain relationships with clients
• Identify and analyze client needs
• Develop and present insurance solutions
• Negotiate and place insurance policies
• Manage client renewals
• Provide claims assistance
• Deliver an extraordinary client experience

Commercial Account Executive

• Ensure timely and accurate processing of payroll
• Keep abreast of assigned client base to meet client payroll needs
• Accurately key all payroll related data necessary to process and meet pay schedules
• Maintain payroll records at both the employee and client level
• Accurately complete setup of import definitions within payroll systems
• Import and audit time files into payroll systems for processing
• Generate and complete each payroll; post payroll batches and provide reports to clients
• Routinely contact clients to obtain payroll data
• Process bonus and commission payroll cycles for clients
• Provide certified payroll reporting and multilevel job costing

Payroll Specialist

Account Manager

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts enrollment meetings as needed
• Conducts regular face-to-face meetings with clients
• Advises clients in reducing costs while offering competitive benefits options
• Assists clients with 5500 form filings, as applicable
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

• Responsible for quarterly tax balancing and filing of Federal, State and Local tax returns in all jurisdictions.
• Prepare and submit amended reports as needed.
• Frequent communication with customers and taxing agencies to resolve customer tax notices.
• Reconcile tax data between Payroll System and Tax Software.
• Ensure clients are billed correctly for their taxes.
• Provide outstanding tax service support by responding to and researching tax inquiries.
• Provide tax guidance to clients and/or internal organization.
• Review & maintain all tax setup information in both Payroll and Tax Systems.
• Apply for new tax accounts as needed.
• Other duties as appropriate to the objectives of the role.

Payroll Tax Specialist

Growth Marketing

• Support execution of strategic marketing plans and regional growth initiatives in partnership with the Director of Growth Marketing and key stakeholders.
• Independently develop and manage digital marketing campaigns across platforms such as HubSpot, ON24, and related tools.
• Support the planning and execution of marketing-led events, with an emphasis on growth strategy, field enablement, and leveraging events for prospecting and pipeline impact.
• Partner with producers, sales teams, and cross-functional partners to support high-impact proposals, RFP responses, and finalist presentations.
• Conduct 1:1 trainings and consultations with producers, especially new producers, on sales and marketing tools, resources, and best practices.
• Support lead generation and opportunity development by providing data, insights, and strategic recommendations to regional sales teams.
• Take ownership of content development across channels, including web, blogs, social media, email, print collateral, and sales enablement materials.
• Edit and update website content, blogs, and press releases to ensure timely, relevant, and accurate messaging.
• Provide support for sales enablement tools such as Outreach and Oktopost.
• Manage and respond to internal marketing request tickets with strong prioritization, follow-through, and communication.
• Collaborate with sales, client service, operations, and IT teams to support data quality and marketing deliverables.
• Monitor, analyze, and report on campaign and initiative performance, offering actionable recommendations for improvement.
• Conduct market research and competitive analysis to identify trends, opportunities, and best practices.
• Ensure all marketing materials and communications align with brand guidelines and compliance standards.
• Support sponsorships and partnerships by helping coordinate opportunities, execution, follow-up, and ROI tracking.
• Provide guidance, support, and informal mentorship to junior marketers, interns, or newer team members as needed.

Senior Growth Marketing Specialist

• Manage a book of 50 + small group clients (10–50 lives), handling 4–6 renewals per month from strategy through execution
• Partner with leadership on renewal strategy, including marketing decisions, carrier negotiations, and client recommendations
• Lead open enrollment processes, including benefit education, enrollment support, and coordination through platforms like Employee Navigator
• Provide ongoing client support throughout the year, including eligibility updates, policy changes, audits, and general service needs

Customer Success Manager

• Serve as client specialist for assigned clients, designing and directing onboarding strategies, timelines, and risk mitigation plans
• Own the end-to-end onboarding plan including scope, timeline, dependencies, and deliverables
• Lead client success meetings, establish agendas, drive decisions, and ensure accountability for outcomes
• Execute the setup and onboarding of employee benefit programs with carriers and vendors
• Ensure accurate completion of carrier submissions, plan setup, and enrollment readiness
• Establish onboarding controls to ensure data integrity, compliance, and operational readiness prior to client launch
• Manage carrier, vendor, and HRIS platform deliverables and timelines
• Provide operational guidance to Client Executives regarding onboarding readiness and requirements
• Serve as the primary operational contact for clients during onboarding
• Lead the transition of onboarded clients to the Account Management and retention teams

Client Success Specialist

• Manage performance reviews and improvement plans
• Manage quarterly bonuses for the team
• Assign and/or re-distribute client accounts to the team
• Budgeting new hires and interview/source new talent as needed
• Serve as department manager for escalated issues with client and carriers
• Develop training processes and service templates
• Attend client meetings as needed

Director of Account Management

• The AM Intern works closely and collaboratively with the internal service team, Benefits Consultants, Account Managers, and/or Client Executives to ensure service deliverables meet and exceed client expectations
• Shadow team members within Retention and Client Services and provide support using the Microsoft suite of products and start to learn the basics of the benefits business
• Shadowing and assisting with preparation for client renewal meetings
• Assisting with client documentation
• Using project management and communication skills to work with experienced teams in identifying requirements and resources needed to support clients
• Perform additional duties within our Client Resource Management system (D365)
• Additional assignments as identified by management

Account Manager Intern

Financial Planning and Analysis

• Provide financial review for all size clients
• Create financial review packages and procedures for all size clients
• Work with and train Team Members in areas of financial analysis, reporting packages and deliverable skill sets
• Participate and assist Producer and Consulting Team in client meetings with financial requirements of clients
• Handle presentation of financial data to clients with the Consulting Team
• Provide written insights on financial deliverables
• Interact with Consulting Teams regularly, both via Zoom/Teams and in person
• Attend regular meetings with the Analytics Team, both via Zoom/Teams and in person

Financial Analyst

Artificial Intelligence

• Partner with embedded Product Managers to interpret business needs, prototypes, and early-stage AI builds
• Take Product Manager-created concepts or prototypes and evolve them into production-ready AI applications
• Design, build, and deploy end-to-end AI solutions, from refinement through launch
• Develop applications using modern AI tooling
• Manage code and collaboration workflows using GitHub
• Evaluate and implement the most appropriate LLM models and architectures based on use cases
• Collaborate across internal teams (Marketing, Finance, HR) and external business lines (Employee Benefits, Wealth & Retirement)

AI Builder

Call Center Representative

• Oversee daily operational performance for a team of call center representatives
• Ensure service excellence by monitoring KPIs, coaching staff, and resolving complex customer issues
• Partner cross-functionally to support process improvements and optimize call workflows
• Monitor quality and adherence to procedures

Payroll Manager

Security Analyst Intern

Commercial Account Executive

Payroll Specialist

Account Manager

Payroll Tax Specialist

Senior Growth Marketing Specialist

Account Manager

Account Manager

Client Success Specialist

Director of Account Management

Account Manager Intern

Financial Analyst

AI Builder

Call Center Supervisor – Bilingual