About ConnectPay:ConnectPay is a fast paced, fast growing B2B brand providing connected payroll services to small businesses throughout the United States. ConnectPay provides core payroll services and either provides or coordinates existing providers or ancillary services such as workers compensation and HR services and benefits.At ConnectPay, our team members are our greatest asset. We foster a supportive, collaborative environment that values innovative thinking and professional growth. Our team is empowered with the resources, tools and autonomy they need to drive success for our clients and themselves. Every role contributes to building a streamlined, reliable payroll experience for our clients, all while upholding our core values of integrity, excellence and client-centered service in everything we do.Job Summary:The Onboarding Specialist is responsible for managing and executing the successful onboarding of new payroll clients. This role ensures a seamless transition from sales to production by configuring payroll systems, gathering client requirements, validating data, and delivering training. The ideal candidate is detail-oriented, customer-focused, and experienced in payroll processes.Key Responsibilities:- Serve as the primary point of contact for new clients during the onboarding lifecycle.
- Develop and manage project plans, timelines, milestones, and deliverables.
- Conduct discovery sessions to gather and document client payroll, HR, and any timekeeping requirements, including best practices, compliance requirements, and system workflows.
- Coordinate with internal teams (Sales, Support, Tax, Product, etc.) to ensure successful setup and deployment.
- Configure payroll platform based on client-specific needs, including earnings, deductions, tax profiles, general ledger mappings, and reporting.
- Validate system setup through test payroll runs and troubleshooting discrepancies.
- Deliver training sessions for new clients on how to use the payroll system effectively.
- Ensure clients are confident and ready to process their first live payroll.
- Document all project details, client communications, and configuration notes.
- Identify opportunities to improve implementation processes and overall customer experience.
Qualifications - Minimum of 3 years of payroll and tax processing experience.
- Strong understanding of payroll processes, payroll tax regulations and compliance.
- Proven experience building trust and relationships with clients.
- Ability to analyze data, identify discrepancies and solve problems independently.
- Proven experience handling sensitive payroll and employee data with discretion.
- Able to clearly explain complex information to clients and effectively collaborate with internal and external stakeholders.
- Proven experience in problem solving and attention to detail.
- Proven experience in balancing personal troubleshooting and seeking guidance.
- Good critical thinking skills with the ability to evaluate a situation, identify potential next steps and make informed decisions.
- Advanced technical skills with a computer.
- Able to work and function in a corporate setting, independently or collaboratively in teams.
- Proven experience in using Microsoft Excel or Google Sheets.
CP Payroll believes in fair and equitable pay. A reasonable estimate of this role’s hiring hourly range is $25-30/hr. The actual hourly range will depend on a variety of factors, including but not limited to a candidate’s education, training, experience, location, and internal equity. In addition to base salary, all CP Payroll team members receive equity and participate in either an annual bonus plan, based on company and individual performance, or a role-based sales incentive plan.
This role is eligible for an annual bonus with a target of 5% of base salary, based on company and individual performance.
At CP Payroll, we are proud to offer a comprehensive team member benefits package, including 401(k) with company contributions, group medical, dental, and vision coverage, life insurance, short and long-term disability insurance, and flexible spending accounts.
CP Payroll is an equal opportunity employer. We are committed to a work environment free from discrimination and harassment. All employment decisions are made without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other protected characteristic under applicable law.