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Client Coordinator
Location:
Baraboo, WI
Description:
What would my day look like? Payroll Solutions is comprised of numerous payroll professionals that work together to process payrolls for our many clients that have outsourced and trusted their payroll processing to our team. We are a proud partner and user of the isolved payroll software. While working out of our Baraboo office is preferred, this position can work out of any of our 11 office locations. There is potential for hybrid or remote work for the right candidate. The Pre-Implementation Coordinator is responsible for managing client relationships through the transition from sales to the software implementation. The role will mostly encompass administrative work and providing strong customer service to clients . This includes: Send customers welcome emails. Coordinate with the client for the collection of key data that is required before software product implementation can start. Follow up with the clients on the data collection. Build strong relationships with the customers that get the implementation off to a positive start. Coordinate the assignment of the project resources. Create projects in NetSuite PracticeERP based off sales orders and agreements. Assisting with other administrative tasks as needed to support the Payroll Solutions team. What experience and skills do I need to be successful? We are always willing to train candidates in the earlier stages of their career or utilize the wealth of skills from a seasoned pro. Here are some skills we'd love to see on your resume: Comfortable working daily on the computer including in Microsoft Office products including Excel, Word, and Outlook. Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person. Strong attention to detail and accuracy. Excellent time management, prioritization, and organization skills. Previous telephone customer service experience. Associate's degree or equivalent experience. Previous experience in a client support or admin role highly desired. Experience working in NetSuite a plus or ability to learn. Amazing Perks and Benefits Package: This position pays a competitive wage commensurate with direct experience, skills, and time spent in a related role. We also offer great benefits and perks including: Incredible potential for upward mobility and career growth into your desired area across the affiliate group. Four different medical plan options through Dean Health Insurance. HSA funds employer matching program. Dental insurance through Delta Dental. Flexible Spending Account (FSA) options for medical or dependent care. Paid Time Off (PTO) 401k employer matching program to save for retirement. Company paid group life insurance. Voluntary supplemental insurance options. Employee referral bonus program. Annual personal tax return prepared free of charge. Annual allowance for employer branded apparel. Annual reimbursement for qualified fitness-related expenses and company sponsored employee wellness program. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Community involvement reimbursements. Complimentary employee snacks, lunches, and beverages to celebrate team events. Employee outings, events, and gifts. Direct deposit of paycheck. New Client Bonus Program. Merit-Based Bonuses. Company Core Value Rewards. Half-day Fridays in summer as business needs allow. What will my schedule look like? Our firm enjoys the work hard, play hard mantra. Our firm and its affiliate families' schedule reflects the busy season of the tax industry and come May we embrace our quieter offseason. At Payroll Solutions, you'll enjoy the challenge of meeting deadlines for processing payroll and supporting our clients while also flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time as long as business needs are being met. More about the MBE Affiliate Group: Our parent company, MBE CPAs, is a team of accounting experts who use our industry-based knowledge and expertise to help others succeed in their financial journeys. We expanded our services over the years to include a number of affiliate companies to support the needs of our clients including: Wealth management and fiduciary services through MBE Wealth Payroll and time keeping services through Payroll Solutions Human resources services through Workforce Solutions Marketing, branding, and public relations through Brand House Residential and commercial property management services through REMS Storage solutions through Secure Storage Enterprise resource planning and customer relationship management software solutions through GoVirtualOffice Services to assist clients in structure of a variety of sales, mergers, and acquisitions through Savvy Business Brokers We proudly offer services throughout Wisconsin and nationwide with 11 office locations including Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo. So how do I join? First step is applying with your resume. After applying, you can typically expect the following steps in our hiring process: first a phone screen with HR, followed by an onsite interview for local candidates or virtual interview for remote candidates, and finally the candidate completes links for skills testing, reference checks, and background checks. Occasionally a 2nd interview could take place for certain roles. Interested in a role with us, but don't see an opening that's the perfect match? Please message our Workforce Solutions HR team, Kayla Schaller-Greenwood or Allison Burgau, directly on LinkedIn to discuss how your skills could contribute to the team. Building a diverse and inclusive workplace: The MBE affiliate group is seeking diverse voices and backgrounds to join our team to help us thrive. We are an equal opportunity employer and work to provide an inclusive environment for all team members. We encourage you to reach out if requesting an accommodation makes our hiring process more accessible to you; please reach out to Kayla Schaller-Greenwood directly on LinkedIn.
Company:
Payroll Solutions
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Client Coordinator
Client Coordinator is a Jobs Client Coordinator Job at Payroll Solutions located in Baraboo WI. Find other listings like Client Coordinator by searching Oodle for Jobs Client Coordinator Jobs.
Client Coordinator is a Jobs Client Coordinator Job at Payroll Solutions located in Baraboo WI. Find other listings like Client Coordinator by searching Oodle for Jobs Client Coordinator Jobs.