New Client Implementation Specialist in St. Petersburg, Florida at Bankers Financial Corp

DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker’s compensation, human resources, and benefits. We remove the administrative burden of running their business and allow our clients to focus on their revenue-producing activities. Our goal is to deliver customizable, practical workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long-term employees.

Our Core values include:

Choose Your Attitude

Make Someone’s Day

Be Present

Have Fun

Summary/Objective

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.

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.

The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.