Platform Transfer Coordinator

Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we are combining innovative technology, data‑driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work.

At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.

Must be able to work PST time zone.

Responsible for the setup, training and successful transfer of new and existing clients to new platforms and products. Ensures that a quality product is delivered to the client, that the client receives full value from their transfer and that the platforms and products are utilized in accordance with its capabilities.

• Sets up new and existing clients on new platforms and products according to established procedures so that client’s expectations are met and they can begin utilizing new platforms and products by the expected date that was committed to them.
• Provides client service and technical support for new and existing clients by utilizing web‑based collaboration tools as they transition to new platforms and products to ensure all products and applications are functioning properly.
• Maintains knowledge of product application configuration to effectively install and test each client’s unique technical environment.
• Researches and resolves issues from clients or field representatives, ensuring accurate set up and promoting client retention, and provides necessary feedback to the client and/or the field in a timely manner to optimize client experience and satisfaction, with potential to act as the primary contact for the client during the transfer process.
• Creates, executes, and reviews reports to ensure accuracy and data integrity of client information.
• Completes required documentation to transfer client to ongoing client service team to ensure ongoing support. Answers questions from ongoing client service team on client-specific issues as necessary.
• Establishes and maintains a positive working relationship with clients, partners and stakeholders to promote Paychex’ quality service image, including by not limited to ENS, compliance and other applicable product and payroll partners.
• Participates in department projects and initiatives to optimize client satisfaction and retention. Additionally, gaining knowledge of other products and procedures to better provide assistance to clients during their platform and product transfer.
• Identify and document any potential improvements in procedures such as training, documentation, and system enhancements in order to increase customer retention.

• 5+ years payroll experience
  - Required
• Consideration may be given to a candidate with a degree in lieu of experience.
• Payroll, Time and Attendance, or General Ledger.
• Customer Service
  - Preferred
• Sales
  - Preferred
• Communication
  - Preferred
• Multitasking
  - Preferred
• Relationship Building
  - Preferred
• Client Onboarding
  - Preferred
• Business Process
  - Preferred
• Project Management
  - Preferred
• Inbound Calls
  - Preferred
• Call Center Experience
  - Preferred
• Management Consulting
  - Preferred
• Client Services
  - Preferred
• Smarty
  - Preferred
• Systems Integration
  - Preferred
• Agile Methodology
  - Preferred

• Act with uncompromising integrity.
• Provide outstanding service and build trusted relationships.
• Drive innovation in our products and services and continually improve our processes.
• Work in partnership and support each other.
• Be personally accountable and deliver on commitments.
• Treat each other with respect and dignity.

• We value your well‑being:
  We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
• We value your time:
  From paid time off to company holidays, culture days, and…