Implementation Specialist

Trucordia•Midvale, UT

28d•Onsite

About The Position

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.

Requirements

2–5+ years of experience in implementation, onboarding, account management, or project management
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

Nice To Haves

Experience in PEO, HR services, payroll, benefits administration, or related field highly preferred

Responsibilities

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
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
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
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
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