Puzzle 🧩🚀

Human Resources

• Works with the HR Team to support the execution of human resources plans and practices
• Perform I-9 compliance and file audits
• Conduct exit interviews and stay interviews
• Provide open enrollment support (possible onsite)
• Facilitation of a meeting with the client, broker, HR team, and any other relevant internal PuzzleHR service teams
• Compile EEO-1 reporting
• Assist with employee onboarding support
• Assist in performing internal client investigations
• Maintain employee records and information in client systems

Human Resource Generalist

Administration

• Organize and schedule appointments.
• Write and distribute emails, corresponding memos, and documentation in appropriate HRIS systems.
• Provide general support to sales organization with client onboarding needs.
• Maintain contact lists.
• Assist in the preparation of regularly scheduled reports.
• Liaison with sales organization and service teams to handle onboarding of new clients and external communications.
• Utilize Microsoft Office Suite to communicate through email, create agendas in PowerPoint, etc.
• Perform other duties and responsibilities as assigned.

Client Experience Administrator

Account Executive

• Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
• Manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.
• Actively participate in and represent Puzzle at in-person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.
• Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.
• Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
• Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.

• Own and manage a high velocity sales funnel
• Manage the full sales cycle—from prospecting to qualification to close
• Understand customer pain points and communicate Puzzle.io’s value
• Maintain detailed records in the CRM, analyzing sales metrics
• Work cross-functionally with all GTM teams to align strategies and develop revenue growth initiatives

Project Manager

• Own a portfolio of small to mid-size clients, serving as their primary point of contact, providing day-to-day project oversight and track all outlined tasks within each project plan.
• Lead virtual client project kickoff meetings and implementation check-ins with internal and external stakeholders.
• Collaborate with internal teams to support the initiation, planning, and execution project plan phases through implementation closure.
• Monitor project health and performance to identify areas of need or improvement.
• Support Project Managers with onboarding tasks to include client presentations.
• Utilize Microsoft Office Suite, Hubspot, Front email to communicate and PowerPoint to create presentations.
• Ensure client implementation documentation and project plans are maintained and updated appropriately.
• Meet or exceed team KPI’s such as: 4-hour response time. Providing World Class Service – attaining a monthly average of 90% on quality inspections.

Client Experience Project Coordinator

Payroll

• Aids with and facilitates all things payroll for clients.
• Recommends enhancements to clients’ current practices.
• Implements best practices, and processes quality and timely payroll.
• Liaises between the client and their chosen vendor for payroll projects and tasks.

Payroll Engineer

Manager

• Oversee and administer employee leave requests and accommodations
• End-to-end administration of the leave process including documentation, determining eligibility and accounting for intermittent and reduced-schedule leave
• Develop and maintain relationships and communications with internal partners, clients, client employees and 3rd parties as required
• Ensure that employees are aware of their responsibilities and of documentation and notice requirements required in the process of qualifying for and taking leave
• Advise on interaction of leave laws with paid-time-off and short-term and long-term disability benefits

Leave of Absence Case Manager

Product Specialist

• Become a Puzzle Expert: Develop deep expertise in every aspect of the Puzzle platform - features, workflows, edge case - so you can provide authoritative guidance, uncover root causes quickly, and anticipate customer needs.
• Provide Technical Customer Support: Offer guidance directly to customers and customer success managers on troubleshooting steps and best practices.
• Lead Technical Issue Triage: Identify, document, and prioritize technical issues from customers and internal teams—distinguishing between “nice-to-have” and “customer-blocking.”
• Write Clear, Actionable Bug Reports: Create detailed, reproducible bug reports and gather logs or screenshots that help engineers resolve problems quickly.
• Test Pre-Release Features: Test new features before release to catch issues early and keep our platform stable.
• Drive Issue Resolution: Serve as the bridge between Customer Success and Engineering, ensuring smooth communication and quick resolution of high-priority incidents.
• Continuously Improve Processes: Suggest and refine internal workflows to make issue tracking, escalation, and resolution more efficient.

Technical Product Specialist

Consultant

• As an HCM Systems Consultant you will be the key point of contact for our clients, offering expert guidance on their Human Capital Management systems and technologies
• Collaborate with clients to understand their system needs, offer consultative support, and assist with configurations and enhancements to deliver a seamless client experience
• Build and maintain strong client relationships, acting as a trusted consultant, deeply understanding their HCM system related needs, and providing actionable solutions
• Partner with clients to assess their unique requirements and recommend the best HCM vendor that aligns with their organizational needs and goals
• Conduct consulting sessions independently and document with meeting minute summaries
• Lead the HCM vendor evaluation processes, including vendor demonstrations, feature comparisons, and consultation on contractual considerations
• Identify gaps in current HCM capabilities and recommend vendors or solutions that address these gaps effectively
• Collaborate with our clients’ and their chosen HCM vendor to facilitate and execute on a seamless data migration from legacy systems to the new HCM platform
• Based on the client’s specific needs, design and configure the selected HCM system to align with the client’s HR processes and support their unique workforce management strategies
• Act as the primary point of contact for the client and vendor during post go-live for end-users, providing technical support and resolving issues
• Other duties as assigned

HCM Systems Consultant

• Support the execution of human resources plans and practices across clients
• Perform I-9 compliance and file audits
• Conduct exit interviews and stay interviews
• Provide open enrollment support and communicate with employees about enrollment
• Facilitate meetings with clients, brokers, HR team, and internal service teams
• Compile EEO-1 reporting
• Assist with employee onboarding and next-level support after onboarding associate creation
• Create SOPs and assist internal client investigations
• Maintain employee records and client systems
• Provide HRIS recommendations for HCM projects and work with HCM system support
• Interact with clients on employee relations, compensation, benefits, talent acquisition, and organization talent development
• Partner with internal teams to deliver services accurately and efficiently
• Provide input and support for HRSP projects and participate in developing client systems/processes
• Maintain knowledge of legal requirements and ensure compliance
• Participate in department meetings and perform other assigned duties

Human Resources Generalist

Onboarding Specialist

• Provide personalized support to new hires and clients throughout the onboarding process.
• Configure, modify, and optimize onboarding workflows in Process Street and other relevant tools.
• Ensure compliance with federal, state, and local requirements (e.g., I-9, E-Verify, and background checks).
• Create clear and effective employee communications related to onboarding and orientation.
• Enter and maintain accurate employee data across HRIS, ATS, payroll, and benefits platforms.
• Coordinate onboarding efforts across internal HR, Payroll Engineers, and Benefits Specialists.
• Liaise with vendors and clients during onboarding setup and implementation phases as needed.
• Distribute onboarding materials such as manuals, credentials, and policy documentation per client specifications.
• Respond to or escalate new hire inquiries related to payroll, benefits, or onboarding logistics.
• Develop and maintain SOPs and process documentation for onboarding workflows.
• Audit and update client-specific onboarding documentation to ensure accuracy and compliance.
• Troubleshoot system-related onboarding issues and support users in resolving platform concerns.
• Identify process gaps and recommend improvements to increase onboarding efficiency and consistency.
• Track onboarding progress, ensuring all steps are completed accurately and on time.
• Maintain detailed, organized records aligned with compliance and client-specific standards.

Employee Onboarding Specialist

Full-stack Engineer

• At Puzzle, reimagining accounting software by integrating with modern fintech stack to give founders and finance teams real-time visibility
• Ingest massive amounts of financial data, transform into accurate company insights, and deliver intuitive, elegant user experiences
• Partner with product and design to deliver intuitive, high-impact features that help users understand and act on their financial data
• Architect, build, and maintain complex UI components using React, TypeScript, and Next.js
• Contribute to shared frontend libraries, design systems, and performance optimization across the app
• Build end-to-end features, including backend integration with REST and GraphQL APIs
• Collaborate with backend engineers to design scalable data flows and APIs that power the frontend experience
• Own features from concept to production, ensuring reliability, usability, and performance
• Provide technical mentorship and peer reviews, raising the bar for code quality and product thinking

Human Resource Generalist

Client Experience Administrator

Account Executive

Account Executive

Client Experience Project Coordinator

Payroll Engineer

Leave of Absence Case Manager

Technical Product Specialist

HCM Systems Consultant

Human Resources Generalist

Employee Onboarding Specialist

Senior Software Engineer, Fullstack