Jamie Fowler Email and Phone Number

•Engaged in all aspects of New Client implementation to provide a collaborative consultation that involves solution-based strategies and outcomes through systems knowledge and by maximizing systems capabilities. •Performs training and demonstrations of Nextep technology platforms to assigned clients and their employees.•Performs audits by analyzing data, flaws, and user-error trends, and root causes. Fixes those problems and/or reports to management by offering solutions and… Show more •Engaged in all aspects of New Client implementation to provide a collaborative consultation that involves solution-based strategies and outcomes through systems knowledge and by maximizing systems capabilities. •Performs training and demonstrations of Nextep technology platforms to assigned clients and their employees.•Performs audits by analyzing data, flaws, and user-error trends, and root causes. Fixes those problems and/or reports to management by offering solutions and recommendations. •Develops procedures and implements guides that capture essential steps needed to ensure a flawless implementation.•Communicates with the New Client Team to ensure a great client experience to include but not limited to, problems, outstanding items, best practices, ideas, and recommendations.•Specializes in, but not limited to, client reporting (including GL’s), PTO set up, Webstep, and other system configurations. Utilizes these skills to support and consult with Nextep’s Client Services Team and Clients by troubleshooting, recommending solutions, and completing system set up/changes.•Train new client contacts in Webstep and Webtime.•Identify repeated questions/issues seen by internal and external users and develop reference material in forms that best fit the subject and audience (i.e. BPL’s, slides, recorded webinars, links on the web, etc.).•Manage assigned projects according to plan, ensuring all stakeholders are kept fully informed of project status and progress. Collaborate with the team, external client, and third parties to ensure the successful delivery and optimum utilization of system. •Maintain communication with stakeholders throughout the course of the project lifecycle. Show less

•Manages new client implementation process from contract submission through the first 90 days of payroll processing•Assist in prospect underwriting by monitoring contingent approval of new RFPs, running EMODs, and reviewing documentation•Prepares Sales Proposals and distributes to Business Consultants on an as needed basis•Obtains workers’ compensation rates from carrier on an as needed basis and updates appropriate systems•Assists in management of SalesForce database to include… Show more •Manages new client implementation process from contract submission through the first 90 days of payroll processing•Assist in prospect underwriting by monitoring contingent approval of new RFPs, running EMODs, and reviewing documentation•Prepares Sales Proposals and distributes to Business Consultants on an as needed basis•Obtains workers’ compensation rates from carrier on an as needed basis and updates appropriate systems•Assists in management of SalesForce database to include troubleshooting with users and system optimization•Monitors and validates sales staff activity using available tools. •Performs training and demonstrations of Nextep technology platforms for existing and prospective customers with the sales team via web meetings.•Facilitates orientations for new clients, onsite and/or via the web, that entails Payroll Introduction and Benefits Presentation•Set-up and process all new clients in internal Nextep systems Show less

•Setup clients on WebStep, WebTime and OpenNotus•Arrange for training on various Nextep systems via phone or Webex with Client contacts before or during their first pay period processing.•Assist clients with the administration and troubleshooting of WebStep, WebTime, and OpenNotus.•Process a variety of documents related to employee hires, terminations, garnishments and levies, GL account download files, and various benefit entitlements.•Coordinate with clients daily to obtain… Show more •Setup clients on WebStep, WebTime and OpenNotus•Arrange for training on various Nextep systems via phone or Webex with Client contacts before or during their first pay period processing.•Assist clients with the administration and troubleshooting of WebStep, WebTime, and OpenNotus.•Process a variety of documents related to employee hires, terminations, garnishments and levies, GL account download files, and various benefit entitlements.•Coordinate with clients daily to obtain payroll data including salary adjustments, special payments, tax allocations and employee deductions and to set schedules.•Accurately key all payroll related data necessary to process and meet appointment schedules.•Maintain a high rate of client retention through quality service.•Research and resolve client/system problems.•HRP and Saas Knowledge Show less

•Frequently corresponds with state and federal agencies by phone and letters.•Corresponds with Nextep payroll managers regarding payroll tax issues. •Works with New Client Coordinators to ensure all PEO option clients are assigned to the appropriate employers.•Ensures all tax billings and accruals are correct in HRP and PT. •Creates new state withholding, unemployment, and any necessary minor tax accounts. •Maintains all aspects of Mastertax, including usage of new… Show more •Frequently corresponds with state and federal agencies by phone and letters.•Corresponds with Nextep payroll managers regarding payroll tax issues. •Works with New Client Coordinators to ensure all PEO option clients are assigned to the appropriate employers.•Ensures all tax billings and accruals are correct in HRP and PT. •Creates new state withholding, unemployment, and any necessary minor tax accounts. •Maintains all aspects of Mastertax, including usage of new features and ensures all data is imported properly from HRP. •Reconciles all general ledger payroll tax accounts to HRP and Mastertax and documents/explains any discrepancies.•Answers client questions regarding payroll taxes. •Conducts ASO setup including the importing of all YTD data and ensures Nextep has all the necessary reports and documentation. •Completes all necessary worksite reporting. •Processes tax adjustments. •Stays current on new tax developments at the state and federal levels. •Completes monthly analysis reports for Accounting Manager in regards to FICA, FUTA, and SUTA revenue versus COS. •Attends ASO welcome calls and may be required to complete onsite client visits.•Responsible for handling payroll tax correspondence. •Completes application process for any new state income, state unemployment, or local taxes.•Audits all assigned general ledger accounts and explains and documents discrepancies.•Responsible for staying up-to-date on current department processes and procedures.•Completes ACH and other end-of-day processing as scheduled. Show less