Hybrid iSolved Integration Specialist

Coastal Payroll; San Diego (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Paid time off (PTO) including vacation

Medical, dental, and vision insurance

401(k) retirement plan with company 1:

Life Insurance

Hybrid work schedule (Pacific Time)

Employee referral bonus

Quarterly team bonding events

Professional development opportunities

Job summary

Coastal Payroll in San Diego seeks an Integration Implementation Specialist to drive retirement and workers’ compensation service adoption via the iSolved platform. You’ll coordinate data, timelines, and issue resolution with clients and internal teams to ensure a seamless onboarding experience.

The role emphasizes organization, analytical thinking, and strong client interaction in a fast-paced environment.

Qualifications

• Experience in retirement services and/or workers' compensation preferred.
• Customer service experience with strong phone communication.
• Excellent written and verbal communication skills.
• Strong analytical skills and attention to detail.
• Experience with web-based customer service tools and systems.
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
• Team-oriented with ability to work independently and take ownership.
• iSolved payroll platform experience is beneficial.
• Payroll service bureau experience is beneficial.
• Bachelor's degree preferred.

Responsibilities

• Manage Implementations: Build and implement retirement and workers' compensation services for new and existing clients within the iSolved platform.
• Coordinate Timelines: Communicate implementation milestones and timelines with clients, Sales, and internal Operations teams.
• Resolve Issues: Identify and resolve discrepancies between client information and retirement service providers throughout the implementation process.
• Ensure Accuracy: Verify client and employee data to ensure accuracy and completeness before going live.
• Manage Submissions: Ensure retirement plan submissions are completed accurately and within required deadlines.
• Train Clients: Provide new client training and guidance to support a successful transition.
• Collaborate: Partner with internal teams and external providers to keep implementations moving forward and deliver an exceptional client experience.

Skills

Customer service

Phone communication

Written and verbal communication

Analytical skills

Attention to detail

Multitasking

Team player

Independent ownership

iSolved experience

Education

Bachelor's degree preferred

Tools

Microsoft Office (Excel, Word, Outlook)

iSolved payroll platform

Job description

Coastal Payroll in San Diego seeks an Integration Implementation Specialist to drive retirement and workers’ compensation service adoption via the iSolved platform. You’ll coordinate data, timelines, and issue resolution with clients and internal teams to ensure a seamless onboarding experience.

The role emphasizes organization, analytical thinking, and strong client interaction in a fast-paced environment.