New Client Implementation Specialist

Bankers Financial Corp; Florida; On-site; USD 52,000 - 72,000; Full time

Job summary

Bankers Financial Corp in St. Petersburg, FL seeks an Implementation Specialist to lead the timely setup of new client accounts and initial payroll processing, delivering white-glove onboarding and building strong client relationships from day one.

You will coordinate across Payroll, HR, Benefits, Risk, Sales, and Client Experience to ensure data accuracy, SOC/HIPAA compliance, and smooth transitions for multi-client payroll environments.

Qualifications

• High school diploma or GED required.
• 3–5 years payroll processing experience.
• Strong written and verbal communication; ability to build client relationships.

Responsibilities

• Set up new client accounts and process initial payrolls.
• Maintain accuracy of data and year-end W-2 preparation.
• Coordinate with Payroll, HR, Benefits, Risk, Sales, and Client Experience.

Skills

Payroll processing

Customer service

Data accuracy

Communication

Cross-functional coordination

Education

High school diploma or GED

Bachelor’s degree in related field

Tools

Worklio payroll

Job description

New Client Implementation Specialist# New Client Implementation SpecialistDecision HR - St Petersburg, FL 33702-2480## Description**COMPANY VALUE STATEMENTS**Choose Your AttitudeMake Someone’s DayBe PresentHave Fun**POSITION SUMMARY**The Implementation Specialist is responsible for the timely and accurate setup of new client accounts. This role is the first hands-on touchpoint in the client’s payroll journey with DecisionHR by processing initial payrolls, building strong client relationships from day one, and coordinating across internal departments to ensure every new client’s onboarding experience is seamless, professional, and white-glove from start to finish.**ESSENTIAL FUNCTIONS****New Client Setup & Payroll Processing*** Make contact with new clients within 24 hours of receiving a signed contract to gather all necessary information and initiate the onboarding process.* Set up new client accounts accurately and completely, including employee and client data, pay rates, deductions, departments, and tax jurisdictions.* Process the initial payroll(s) with each new client, maintaining direct oversight until the payroll has been confirmed as set up accurately and running correctly.* Produce all required reports as requested by the client during and following the implementation period.**Data Accuracy & Ongoing Maintenance*** Update and maintain employee and client information to ensure year-end W-2 processing is accurate, including name changes, pay rate updates, addresses, departmental changes, new hires, rehires, and terminations.* Inspect data and reports for accuracy before delivery; identify and resolve discrepancies quickly to maintain client confidence during the critical onboarding window.**Client Service & Cross-Functional Coordination*** Build and maintain strong, trust-based relationships with new clients through excellent customer service and responsive, professional communication throughout the implementation process.* Coordinate with all internal departments, including Payroll, HR, Benefits, Risk, Sales, and Client Experience to onboard new clients and their employees in a timely and accurate manner.* Follow company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls and HIPAA Privacy and Security regulations.* Other duties and responsibilities as assigned.## Qualifications**REQUIRED EDUCATION AND EXPERIENCE*** High school diploma or GED required.* Minimum of 3–5 years of payroll processing experience.* Proven ability to communicate effectively, both verbally and in writing, and to build cooperative, trust-based relationships with clients and coworkers.**PREFERRED EDUCATION AND EXPERIENCE*** Bachelor’s degree in a related field.* 5+ years of payroll processing experience, preferably in a PEO or multi-client payroll environment.* Experience with Worklio payroll software; additional payroll platform experience a plus.