Blog Post

Implementation Specialist – Principal

Apex HCM is a leading payroll software provider to the payroll service bureau industry and the fastest growing payroll cloud-based software provider in the U.S. We provide a comprehensive payroll Software-as-a-Service solution which provides our clients with a cost-effective way to manage their technology demands over the long term.

Position Summary: Implementation Specialists (ISs) develop and maintain effective verbal and written communications and relationships with clients and Apex associates to contribute to a successful overall client experience. ISs utilize a combination of industry knowledge, product knowledge, HR knowledge and project management skills to ensure a quality implementation experience for the client. ISs proactively contact clients during the implementation process to assess their satisfaction and fully utilize standardized tools and technology to support payroll solution delivery.

Essential Functions:

  • Consistently executes implementation process and methodology
  • Conducts needs analysis to determine appropriate payroll solution requirements for new or existing clients
  • Coordinates client training to ensure that clients are scheduled to attend all appropriate training classes
  • Collaborates with Data Service Center
  • Customizes and installs payroll \ HCM solutions
  • Oversees accurate, timely and successful installation and conversion of solutions through entire implementation cycle
  • Validates and tests solutions
  • Ensures accuracy of client set up variables
  • Assesses the appropriate method and identifies resources for the conversion of client data to payroll systems and software
  • Tests the product or oversees the testing process
  • Migration of the client to Apex HCM solution
  • Consults on the training of client and equipment and coordinates technical support to resolve issues
  • Provides client support
  • Seeks client feedback on the products and service to ensure a quality implementation experience for the client
  • Provides feedback/ensures transition in a timely fashion
  • Ensures the successful “hand-off” to other departments following the implementation
  • Participates in project planning and project coordination with the Client Success Manager
  • Participates in project planning and/or facilitates efforts and ensures that assigned orders are accurately maintained and client interactions are documented in accordance with the policies
  • Ensures products are configured and/or adapted to meet each client’s needs
  • Provides functional design guidance including accommodation of client rules, plans or procedures
  • Participates in project plan schedule development, monitoring and reporting.
  • Effectively manages assigned business through internal systems
  • Maintains start date
  • Documents client interactions
  • Assists with communication
  • Escalates any adjusted client time frames
  • Ensures timely internal communication to Sales, Operations Management, external communication to clients, client implementation team or other 3rd parties involved in the project
  • Consistently and timely, communicates project progress or project plan modification to Client Success Manager
  • Bachelor’s degree
  • Minimum of 10 years of Service Bureau Implementation experience
  • Ability to make independent decisions on matters of significance
  • Ability to work both independently and as a team player
  • Ability to work in a fast-paced environment with deadlines and goals
  • Attention to details and time management skills
  • Excellent communication skills i.e. written/verbal
  • Ability to read, analyze, and interpret policies, documents and regulations
  • Ability to write reports and business correspondence
  • Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers and the public
  • Skill and ability to meet people, listen, and communicate effectively
  • Ability to calculate figures and amounts such as discounts, interest, commissions, pro-rata, percentages, and volume
  • Ability to apply concepts of basic accounting
  • Ability to solve practical problems and deal with a variety of concrete variables
  • Ability to interpret a variety of instructions furnished in written, oral or schedule form
  • Mastery of Excel
  • Experience with various databases and data extraction