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# Implementation Specialist

- **Company:** PCF Insurance Services of the West, LLC
- **Location:** Midvale, UT, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** System Configuration, Human Resources Information System (HRIS)
- **Published:** June 5, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=5218fa0c235f7dd6

## About the Role

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

## Description

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


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