Implementation Specialist

Implementation Specialist

We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the onboarding experience for new clients in our Professional Employer Organization (PEO). This role serves as the critical bridge between Sales and Service, ensuring a seamless transition and successful setup of all HR services.

The ideal candidate is both a strong project manager and a trusted advisor, capable of guiding clients through a structured implementation process while building lasting relationships.

Client Onboarding & Implementation

• Serve as the primary point of contact for new clients during the onboarding phase
• Lead kickoff meetings to establish timelines, expectations, and success criteria
• Manage full-cycle implementation, including payroll, benefits, HRIS, compliance, and other PEO services
• Ensure accurate and timely setup of client accounts, employee data, and system configurations

Project Management

• Develop and manage detailed onboarding project plans, timelines, and milestones
• Track progress and proactively address risks, delays, or issues
• Coordinate cross-functionally with internal teams (payroll, benefits, HR, compliance, IT) to ensure smooth execution
• Maintain consistent communication with stakeholders throughout the implementation lifecycle

Relationship Management

• Build strong, consultative relationships with client stakeholders
• Serve as a trusted advisor by understanding client needs and aligning solutions accordingly
• Provide guidance and education on PEO services, processes, and best practices
• Ensure a positive client experience and high satisfaction during onboarding

Sales Handoff & Transition

• Partner closely with Sales to ensure a thorough and smooth handoff
• Review client expectations, scope, and agreements to ensure alignment
• Successfully transition clients from implementation to long-term service teams

Documentation & Compliance

• Ensure all required documentation is collected, accurate, and compliant
• Maintain detailed records of onboarding activities and client interactions
• Support adherence to regulatory and internal compliance standards

Qualifications

• 25+ years of experience in implementation, onboarding, account management, or project management
• Experience in PEO, HR services, payroll, benefits administration, or related field highly preferred
• Strong project management skills with the ability to manage multiple clients simultaneously
• Excellent interpersonal, communication, and relationship-building skills
• High attention to detail and strong organizational skills

Additional Information

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law.

Discrimination based on any of these factors is contrary to our operating philosophy.