Implementation Specialist

We are seeking a detail-oriented and relationship-driven Implementation Specialist to lead the onboarding experience for new clients in our Professional Employer Organization (PEO). This role serves as the critical bridge between Sales and Service, ensuring a seamless transition and successful setup of all HR services.

The ideal candidate is both a strong project manager and a trusted advisor, capable of guiding clients through a structured implementation process while building lasting relationships.

Client Onboarding & Implementation

• Serve as the primary point of contact for new clients during the onboarding phase
• Lead kickoff meetings to establish timelines, expectations, and success criteria
• Manage full-cycle implementation, including payroll, benefits, HRIS, compliance, and other PEO services
• Ensure accurate and timely setup of client accounts, employee data, and system configurations

Project Management

• Develop and manage detailed onboarding project plans, timelines, and milestones
• Track progress and proactively address risks, delays, or issues
• Coordinate cross-functionally with internal teams (payroll, benefits, HR, compliance, IT) to ensure smooth execution
• Maintain consistent communication with stakeholders throughout the implementation lifecycle

Relationship Management

• Build strong, consultative relationships with client stakeholders
• Serve as a trusted advisor by understanding client needs and aligning solutions accordingly
• Provide guidance and education on PEO services, processes, and best practices
• Ensure a positive client experience and high satisfaction during onboarding

Sales Handoff & Transition

• Partner closely with Sales to ensure a thorough and smooth handoff
• Review client expectations, scope, and agreements to ensure alignment
• Successfully transition clients from implementation to long-term service teams

Documentation & Compliance

• Ensure all required documentation is collected, accurate, and compliant
• Maintain detailed records of onboarding activities and client interactions
• Support adherence to regulatory and internal compliance standards

Do you have experience in Stakeholder relationship building?, * 2-5+ years of experience in implementation, onboarding, account management, or project management

• Experience in PEO, HR services, payroll, benefits administration, or related field highly preferred
• Strong project management skills with the ability to manage multiple clients simultaneously
• Excellent interpersonal, communication, and relationship-building skills
• High attention to detail and strong organizational skills

Pulled from the full job description

• 401(k)
• Health insurance
• 401(k) matching
• Paid time off
• Vision insurance
• Dental insurance
• Flexible spending account, * 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.