Payroll

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
• Attend weekly team meeting and weekly one-on-one with leader
• Responsible for training and coaching Senior Product Advisors (SPAs) who report to them
• Provide status updates to reporting PDM
• Additional responsibilities may be assigned as needed

Payroll Client Advisor

• Work with Plan Sponsors and HR/PR vendors on interface feeds containing financial and participant data for defined contributions plans
• Clarify data requirements and provide appropriate specifications
• Coordinate delivery of required systems configuration and systems interfaces
• Document the payroll specifications for clients/payroll vendors and ongoing service team
• Manage payroll testing process and troubleshoot technology gaps
• Monitor payroll conversion schedule throughout the process

Payroll jobs in New Hampshire

See all jobs on JobTailor

Payroll Client Advisor

401k Payroll Data Exchange Consultant