End-to-End Client Implementation Lead

Alcott HR; Village of Williamsville (NY); On-site; USD 70,000 - 80,000; Full time

Job summary

Alcott HR in Williamsville, NY, seeks a Client Implementation Specialist to lead onboarding and offboarding, coordinating across HR, payroll, benefits, and compliance to tailor solutions that meet each client’s needs. You will manage timelines, conduct discovery, migrate data, and train clients on self-service tools, ensuring accurate configurations and strong client relationships.

This role demands organized, detail-oriented multitaskers who thrive in a fast-paced environment and value

Qualifications

• 3–5+ years in PEO/HRO or related field, client-facing implementation or onboarding role.
• Working knowledge of payroll fundamentals, including tax withholding, garnishments, and multi-state payroll.
• Experience with HRIS and payroll platforms such as isolved, ADP, UKG, Paylocity, or similar systems.
• Strong project management skills with multiple client implementations and offboarding projects.
• Excellent written and verbal communication with client HR and finance stakeholders and internal teams.
• Strong attention to detail and accuracy with sensitive client and employee data.

Responsibilities

• Serve as the primary contact for clients throughout the implementation process.
• Conduct discovery meetings to gather and understand client requirements.
• Evaluate existing systems to identify integration opportunities.
• Develop and execute detailed implementation plans with timelines and milestones.
• Customize the HRIS platform to align with client business processes.
• Oversee accurate and complete data migration.
• Coordinate integration with third-party applications as needed.
• Monitor implementation progress and adjust plans to address issues or changes.
• Collaborate with internal departments to ensure timely service delivery.
• Recommend enhancements or additional services to optimize client experience.
• Conduct client training sessions on self-service portals, timekeeping, and reporting tools.
• Test and troubleshoot system configurations and functionality.
• Validate system input, output, and connectivity; assist technical teams in resolving issues.
• Upload and audit new client successor wages and set up PTO accrual policies.
• Perform data entry and file uploads for client and employee records.
• Quality check system setups, including Employee records (PTO policies, Benefit plan configurations, 401(k) and garnishment setups).
• Ensure accurate and timely new client setups through thorough needs analysis.
• Hand off completed implementations to the ongoing Client Services/Account Management team with a clean transition packet.
• Manage client offboarding when service agreements terminate, including final payroll processing, W-2/tax document handoff, and benefits termination coordination with carriers.
• Ensure timely COBRA notification and benefits continuation setup is triggered as part of offboarding, in partnership with Benefits/Compliance.
• Deactivate client access to HRIS/payroll self-service systems and confirm data retention/deletion timelines align with company policy and applicable state requirements.
• Conduct offboarding debrief with internal stakeholders to capture lessons learned and reasons for termination, feeding into retention/process improvement efforts.

Skills

Client onboarding

Project management

Data migration

HRIS platforms

Communication skills

Tools

isolved

ADP

UKG

Paylocity

Job description

Alcott HR in Williamsville, NY, seeks a Client Implementation Specialist to lead onboarding and offboarding, coordinating across HR, payroll, benefits, and compliance to tailor solutions that meet each client’s needs. You will manage timelines, conduct discovery, migrate data, and train clients on self-service tools, ensuring accurate configurations and strong client relationships.

This role demands organized, detail-oriented multitaskers who thrive in a fast-paced environment and value