Victoria Fields Email & Phone Number

• HCM Implementation Specialists are responsible for assisting our customers with the design and implementation of their Infinisource iSolved solution. As functional experts, they lead the customer in the build, testing.
• Leads new customers through iSolved implementations, ensuring the customer's employee data, payroll, and HR business processes are configured accurately.
• Creates and manages project plans and teams to ensure project deliverables and customer launch dates are met.
• Partners with other Infinisource teams to ensure all customer needs are delivered through an integrated implementation approach.
• Monitors the implementation process for potential issues and escalates issues as needed to ensure the customer's needs are met and the implementation process schedule is maintained.
• Prepares customers for post-implementation self-sufficiency by delivering iSolved system training as part of the Implementation process.

Orange County, California, United States

• Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to Client Services Team.
• Develop strong client relationships through care, focus and quality in every step of the client experience.
• Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication.
• Compare and contrast previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing.
• Assist clients to navigate and learn technical aspects and self-service options.
• Ability to self-direct as circumstances change and priorities shift without micromanagement to support entrepreneur-spirited work environment.

Santa Ana, California

• Reviews and analyzes all new client applications and documentation to determines the acceptability and quality of new clients based on the company guidelines.
• Enters all new client information into CRM and Heartland Payroll System
• Works with Finance Team to address risk factors and credit approvals for each client.
• Works with Sales Team to collect required documentation to ensure successful payroll processing experience for the new client.
• Build strong relationships with internal and external partners to achieve top-notch client experience and client retention.
• Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally.

Artesia, California

Complete medical and legal research including review of medical records and case lawDrafting correspondence and legal documents Scheduling and administrative support

Long Beach, California

Bachelor'S Degree, Health/Health Care Administration/Management

Education record