Implementation Specialist

Insurance Office of America•Oviedo, FL

3d•$24 - $33•Remote

About The Position

The Implementation Specialist (IS) is responsible for configuring, testing, and delivering Payroll Office of America (POA) products and services for new and existing clients utilizing the UKG Ready platform. This role partners closely with Sales and internal teams to ensure a high‑quality implementation experience, including data integrity, client training, and successful product adoption. The Implementation Specialist will also perform other duties as assigned by the Implementation Manager.

Requirements

3–5 years of Payroll, HRIS, or client implementation / onboarding experience
Prior experience configuring Payroll, HRIS, Time & Labor, and Benefits platforms; in a SaaS Payroll / HRIS / TLM environment
Ability to successfully import, validate, and analyze client data within Payroll/HRIS systems
Strong knowledge of Payroll, Tax, Garnishments, Workers’ Compensation, and Health Benefits
Advanced Microsoft Excel proficiency, including functions and formulas
Excellent written and verbal communication skills
Strong analytical, organizational, and problem‑solving skills
Detail‑oriented with the ability to manage multiple implementations and deadlines
Ability to work effectively both independently and within a collaborative team environment

Nice To Haves

Bachelor’s Degree preferred (equivalent experience considered in lieu of degree)
Employee Benefits configuration and enrollment experience
FPC or CPP certification (preferred)

Responsibilities

Client implementation: Configure, test, demonstrate, and activate POA Payroll, HRIS, Time & Labor Management, and Benefits solutions within the UKG Ready platform for new and transitioning clients.
Client training: Coordinate and deliver client training sessions to ensure successful system adoption and long‑term usability.
Sales collaboration: Work closely with Sales partners to support seamless client hand‑offs and deliver a positive, consultative implementation experience.
Client hand‑off meetings: Schedule and attend client hand‑off meetings to confirm implementation scope, timelines, and expectations.
Data integrity: Provide quality control and validation of client data throughout the implementation process to ensure accuracy and compliance.
Customer service mentality: Deliver outstanding client service by anticipating needs, maintaining professional and frequent communication, and responding promptly to service requests.
Relationship management: Develop and maintain positive, productive relationships with clients, Sales representatives, teammates, and POA leadership.
Discretion and judgment: Exercise independent judgment to achieve outcomes that benefit both clients and POA.
Business growth: Actively seek opportunities to expand POA services by identifying client needs and supporting additional product offerings.
Training participation: Regularly participate in internal and external training, expanding and sharing knowledge within the POA Team.
Team support: Act as back-up for teammates as needed, ensuring overall team service excellence.
Collaboration: Work effectively with the entire POA team, seeking input and developing win-win solutions to any process, service, quality, or productivity issues.
Technical competence: Maintain a high degree of technical competence and industry/market expertise.
Compliance: Comply with all company work rules, standards, policies, and procedures at all times.
Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities.
Champion IOA Values: Demonstrate integrity and leadership.