Client Onboarding & Implementation Lead

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

FSA / HSA

401K

Paid holidays

Flexible PTO

Pet Insurance

Employee assistance program

Job summary

Trucordia Insurance Services, LLC is seeking an Implementation Specialist in Utah to lead client onboarding for payroll services. You will bridge Sales and Service, guide structured implementation, and build lasting client relationships.

The role requires strong project management and a trusted advisory approach, ensuring accurate setup of accounts and data with compliance throughout the process.

Qualifications

• 2–5+ years in implementation, onboarding, account management, or project management with payroll.
• Experience in ASO, HR services, payroll, benefits administration, or related field preferred.
• Strong PM skills and ability to handle multiple clients simultaneously.
• Excellent interpersonal and communication abilities.

Responsibilities

• Serve as the primary onboarding contact for new clients and lead kickoff meetings.
• Manage end-to-end implementation including payroll, benefits, HRIS, and compliance.
• Develop onboarding project plans, track milestones, and mitigate risks.
• Coordinate with internal teams to ensure smooth execution and transitions.
• Build consultative client relationships and guide customers on ASO services.
• Handoff to service teams after implementation and ensure compliant documentation.

Skills

Implementation & Onboarding

Payroll experience

Project management

Relationship building

Job description

Trucordia Insurance Services, LLC is seeking an Implementation Specialist in Utah to lead client onboarding for payroll services. You will bridge Sales and Service, guide structured implementation, and build lasting client relationships.

The role requires strong project management and a trusted advisory approach, ensuring accurate setup of accounts and data with compliance throughout the process.