About the role: You will join Workwell’s collaborative Payroll Sales Department, which provides payroll solutions to a diversified customer base. The ideal candidate will have experience in payroll onboarding or customer support and an understanding of payroll processes and documentation. You will ensure accurate and timely onboarding support while building rapport and establishing trust with our customer base. It’s essential that your communication style is clear and easy to understand over the phone and in writing.

Essential Functions:

Work cross-functionally with the Payroll Department to ensure a seamless transition, setup, and configuration of payroll services for new customers
Facilitate a smooth onboarding experience for new customers while providing training and support for our payroll processes and requirements
Assist sales team in the gathering of documentation and follow-up on receipt of documentation
Provide exceptional customer service by professionally addressing payroll related inquiries, resolving discrepancies, and offering solutions
Actively listen to customers, understand their issues, and effectively communicate resolutions
Identify opportunities to improve payroll processes and systems, implementing best practices to enhance efficiency and accuracy
Become a subject matter expert to identify and adequately document payroll onboarding issues
Identify and triage issues and escalate as appropriate
Manage pipeline of customers in various stages of onboarding and maintain reports within HubSpot CRM & Jira system

Education and Experience:

1+ years of experience as a Payroll Specialist or similar customer service role
Experience in customer onboarding
High school diploma or equivalent

Knowledge, Skills, and Abilities:

Strong attention to detail and accuracy
Excellent organizational and time management skills.
Ability to handle sensitive and confidential information with discretion.
Computer and technology literacy, including proficiency with Microsoft Office Suite.
Exceptional listening and analytical skills.
Excellent verbal, written and interpersonal communication skills.
Outstanding customer service skills and dedication to providing exceptional customer care.
Ability to multitask and successfully operate in a fast paced, team environment.
Adapt well to change and successfully set and adjust priorities as needed.

Physical Requirements:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical demands:

While performing duties of job, incumbent is required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; talk and hear. Specific vision abilities required by the job include spending extended hours in front of a computer screen.

Job Type: Full-time

Pay: $24.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Schedule:

8 hour shift
Monday to Friday

Location:

California (Required)

Work Location: Remote

Workwell Technologies, Inc.

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Onboarding Payroll Specialist