Integration Implementation 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

Integration Implementation Specialist

WHO WE ARE

At Coastal Payroll, we're more than payroll! We're a leading provider of human capital management (HCM) services headquartered in San Diego, supporting thousands of clients throughout California and across the country.

Driven by human connection, we believe in putting people first. Our team genuinely cares about our clients, our community, and each other. We've built a fast-paced, fun, and collaborative workplace where people are encouraged to bring ideas, take ownership, and grow.

Our commitment to excellence has earned us recognition from organizations including the San Diego Business Journal, Inc. 5000, and Fortune, celebrating our growth and workplace culture.

At Coastal, we're committed to helping our employees succeed. From regular leadership check-ins to professional development and team collaboration, we believe in investing in our people and creating opportunities for long-term growth.

THE OPPORTUNITY

Coastal Payroll is looking for an Integration Implementation Specialist to join our growing Implementation team!

In this role, you'll play an important part in implementing retirement and workers' compensation services for new and existing clients through our iSolved platform.

You'll work closely with clients, retirement service providers, and internal teams to coordinate implementations, ensure accurate data, resolve discrepancies, and deliver a seamless onboarding experience.

We're looking for someone who is organized, analytical, detail-oriented, and enjoys working with clients and technology in a fast-paced environment.

WHAT YOU'LL DO

• 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.

WHAT YOU'LL BRING

• Knowledge or experience in retirement services and/or workers' compensation is preferred.

• Previous customer service experience with strong phone communication skills.

• Excellent written and verbal communication skills.

• Strong analytical skills and exceptional attention to detail.

• Experience working 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.

• Strong organizational and time-management skills.

• A team-oriented mindset with the ability to work independently and take ownership of responsibilities.

• iSolved payroll platform experience is beneficial.

• Payroll service bureau experience is beneficial.

• Bachelor's degree preferred.

WHAT WE OFFER

• Paid time off, including vacation, sick time, and holidays.

• Medical, dental, and vision insurance.

• 401(k) retirement plan with company match.

• Life Insurance Options

• Hybrid work schedule (Pacific Time Zone).

• Employee referral bonus program.

• Quarterly team bonding events.

• Opportunities for professional development and career growth.

READY TO GROW WITH US?

If you're someone who enjoys solving problems, working with technology, building relationships, and making an impact behind the scenes, we'd love to meet you!

Join a team where people come first, great ideas are encouraged, and your work makes a difference.

Come grow with Coastal Payroll!

Coastal Payroll Services, Inc. is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.