Paychex

Digital Marketing

• Set strategy and approve execution for our marketing vendor's paid media, SEO, AEO, and GEO programs
• Own accountability for a growing digital ad budget (Google, LinkedIn) and report on performance against pipeline and revenue goals
• Manage the company website, built in HubSpot, as a lead-generation asset, including ongoing vendor coordination
• Administer HubSpot marketing automation, lead nurture workflows, and funnel/attribution reporting
• Support digital go-to-market activities for phased product launches
• Build foundational customer marketing infrastructure, including customer segmentation and lifecycle email workflows in the CRM
• Design and launch initial cross-sell and upsell campaigns into the existing customer base
• Refine and strengthen our established lead handoff process with the Account Management team for customer marketing leads
• Serve as the team's HubSpot manager - our workflows, customer email, and marketing dashboards all run through it - while maintaining working familiarity with Salesforce and outbound tools like Clay to support alignment across sales and marketing systems
• Provide support for special projects as needed.

Digital Marketing Manager

Account Executive

• The Enterprise Account Executive plays a vital role in driving sales and fostering strong relationships with client leads.
• They are responsible for developing and executing sales strategies to achieve revenue targets and meet company objectives.
• This role involves identifying new business opportunities, negotiating contracts, and ensuring customer satisfaction.
• The National Account Executive collaborates closely with internal teams such as marketing, product development, implementation, and customer service to deliver comprehensive solutions that meet client needs.
• They also monitor market trends, analyze competitor activity, and provide valuable insights to inform decision-making.

Enterprise Account Executive

Sales

• Develop and execute the overall HCM sales strategy to achieve annual revenue and growth targets.
• Drive net-new business acquisition while expanding existing client relationships.
• Build and maintain a healthy sales pipeline and forecast accuracy across all segments.
• Identify emerging market opportunities and competitive trends within the HCM landscape.
• Recruit, hire, onboard, and develop top-performing HCM sales talent.
• Coach sales managers and individual contributors through structured performance management.
• Establish sales methodologies, KPIs, and best practices to improve conversion rates and productivity.
• Personally engage in executive-level sales opportunities and key account negotiations.
• Develop relationships with C-suite executives, CHROs, HR leaders, CFOs, and procurement stakeholders.
• Collaborate with solution consultants to create compelling business cases and ROI analyses.
• Monitor sales performance metrics, pipeline health, and forecast attainment.
• Present regular business reviews to executive leadership.

HCM Sales Leader

Backend Engineer

• Develop and maintain scalable Ruby on Rails applications
• Write clean, maintainable, and efficient code
• Design robust, scalable, and secure features
• Collaborate with cross-functional teams to understand requirements and deliver solutions
• Troubleshoot and resolve application issues
• Conduct code reviews and provide constructive feedback to peers
• Continuous improvement by researching new tools, technologies, and processes
• Ensure the performance, quality, and responsiveness of applications
• Mentor junior developers as needed
• Follow best practices in software engineering and contribute to improving the team’s workflow processes

Ruby on Rails Developer

General

• Technically coordinates and supports the administration of electronic data transfer processes
• Provide initial support for EDI and Data issues
• Coordinate EDI implementations with new EDI partners
• Work with trading partners to resolve any issues
• Analyze current process in order to make recommendations for improvements
• Coordinate with internal and external partners to maintain effective EDI relationships

EDI Coordinator I

Sales Operations Manager

• Supports management of the ICON Sales and Marketing operation
• Responsible for administration and support of ICON’s Zoho CRM database
• Executes mass communications including email, automation, and integrated marketing campaigns for automated lead generation and scoring programs
• Administrator for Zoho CRM database including user setup, profiles and roles, plus customization for objects, fields, record types, page layouts, validations and user permissions/privileges
• Manage the vendor relationships – understand new releases, how they might impact our implementation, if problems are being addressed according to the service level agreement…
• Working closely with Sales and Marketing teams, oversee demand generation analytics and reporting
• Create and manage complex workflow rules, data validation, and triggers
• Develop and create customized reports and dashboards
• Train new and existing users on sales database applications
• Provide application users with technical support - taking problems/enhancement requests and prioritizing/managing their delivery
• Create and maintain documentation on processes, policies, application configuration, and related materials for users
• Marketing automation administrator
• Executes mass communications for email, automation, and integrated marketing campaigns
• Develops and runs reports for team Key Performance Indicators (KPIs)

Sales Operations Specialist

• Review records processed and returned by external vendors and/or in-house colleagues
• Must work within guidelines to provide accurate results to our clients
• Ensure all searches are processed and reported according to state and federal laws as outlined in AccuSourceHR’s reporting guidelines
• Preparing records to be dispatched to client
• Analyze information and compare data sets to confirm matching identifiers
• Perform other duties as assigned
• Meet or exceed minimum standard service requirements

Records Review Specialist

Financial Planning and Analysis

• Lead the design, transition, and stabilization of finance processes into the India GSS (Global Shared Services).
• Drive process excellence, and enables digital transformation aligned with enterprise objectives.
• Ensure that departmental needs are met and that actions of the team are in line with departmental goals.
• Build and mentor a small team of accountants responsible for core GL functions, providing training, support, and performance feedback.
• Review and approve reconciliations and journal entries prepared by staff for accuracy and completeness.
• Serve as a point of contact for inquiries related to GL accounts, reconciliations, and fixed assets.
• Provide training on compliance, systems, and controls.
• Foster a culture of execution discipline and accountability.
• Lead end-to-end transition of finance processes (R2R, P2P, O2C, FP&A, Tax, Treasury, etc.) into the GCC.
• Develop transition plans, timelines, and risk mitigation strategies.
• Ensure knowledge transfer, documentation, and training are completed effectively.
• Partner with global stakeholders to align on scope, SLAs, and governance.
• Drive finance process standardization, automation, and digital enablement (ERP, RPA, AI/ML tools).
• Identify opportunities for efficiency, cost optimization, and control enhancements.
• Implement best practices in global finance operations and shared services.
• Champion continuous improvement culture within the GSS.
• Act as the primary liaison between global finance leadership and India GSS teams.
• Build strong relationships with cross-functional teams (IT, HR, Operations).
• Provide regular updates to senior management on transition progress and transformation outcomes.
• Ensure adherence to global finance policies, internal controls, and compliance requirements.
• Establish performance metrics, dashboards, and reporting frameworks.
• Support audits and regulatory requirements in India and globally.
• Monthly management reporting around all key metrics of Finance GSS teams.

Manager – Finance Excellence, Modernization

• Serve as a Subject Matter Expert (SME) on drug and occupational health services, including best practices, regulatory requirements, and industry trends.
• Support client-facing activities, including: Participating in prospect and client calls, Providing guidance on program design and product selection, Explaining capabilities, compliance considerations, and service options
• Partner with internal teams (Customer Success, Sales, Operations) to: Provide expertise on complex client needs, Recommend solutions tailored to client requirements, Assist in resolving escalations or unique scenarios, Offer consultative guidance to improve client program effectiveness, compliance, and overall experience
• Maintain strong knowledge of: Federal and state drug screening regulations, Department of Transportation (DOT) requirements, Occupational health screening standards
• Collaborate with vendors, laboratories, collection sites, and third-party administrators to: Clarify capabilities and service offerings, Address service-related questions or challenges, Support program alignment with client needs
• Contribute to internal knowledge sharing by: Acting as a resource for team questions, Providing input on process improvements and service enhancements, Assisting with documentation or guidance materials as needed
• Stay current on emerging trends, regulatory updates, and industry changes to ensure accurate and proactive guidance
• Attend relevant conferences, webinars, or industry events to maintain subject matter expertise

Senior Solutions Specialist, Drug and Occupational Health

Learning and Development

• Focus on developing learning content based on pre-established storyboards provided by the Learning Architect in collaboration with subject matter experts.
• Involves the technical creation of e-learning modules, multimedia content, and other digital training materials.
• Strongly focuses on executing the instructional design plan for each project and delivering high-quality learning solutions.

Instructional Designer

Research Analyst

• Conducting thorough research into an individuals’ background using a variety of tools, such as databases and public records
• Gathering information, analyzing data, and compiling this information to be entered into a final report
• Processing searches related to background screening reports
• Ensuring all searches are processed and reported according to state and federal laws as outlined in AccuSourceHR’s reporting guidelines
• Ensuring all searches are processed according to client guidelines
• Retrieving public records information and entering said information into our platform
• Analyzing information and comparing data sets to confirm matching identifiers
• Performing other duties as assigned
• Meeting or exceeding minimum standard service requirements

Research Specialist

Engineer

• Develop, test, deploy, maintain and improve software to meet requirements
• Design and develop test automation scripts
• Complete well-defined, basic program changes
• Contribute to estimates required for user stories based on business requirements, specifications and designs
• Comply with and contribute to SDLC standards and CD/CI procedures to ensure consistency
• Monitor progress against task estimates to provide status
• Provide technical support and troubleshooting for applications across environments
• Maintain existing code base, monitoring for failures in non-prod environments