Integration Implementation Specialist
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Role details
Tech stack
Job description
Coastal Payroll is looking for an Integration Implementation Specialist to join our growing Implementation team!
In this role, you’ll play an important part in implementing retirement and workers’ compensation services for new and existing clients through our iSolved platform.
You’ll work closely with clients, retirement service providers, and internal teams to coordinate implementations, ensure accurate data, resolve discrepancies, and deliver a seamless onboarding experience., * Manage Implementations: Build and implement retirement and workers’ compensation services for new and existing clients within the iSolved platform.
- Coordinate Timelines: Communicate implementation milestones and timelines with clients, Sales, and internal Operations teams.
- Resolve Issues: Identify and resolve discrepancies between client information and retirement service providers throughout the implementation process.
- Ensure Accuracy: Verify client and employee data to ensure accuracy and completeness before going live.
- Manage Submissions: Ensure retirement plan submissions are completed accurately and within required deadlines.
- Train Clients: Provide new client training and guidance to support a successful transition.
- Collaborate: Partner with internal teams and external providers to keep implementations moving forward and deliver an exceptional client experience.
Requirements
Talent Management, Team Player, Leadership, Worker’s Compensation, Data Quality, Onboarding, Analysis Skills, Organizational Skills, Detail Oriented, Sales Operations, We’re looking for someone who is organized, analytical, detail-oriented, and enjoys working with clients and technology in a fast-paced environment., * Knowledge or experience in retirement services and/or workers’ compensation is preferred.
- Previous customer service experience with strong phone communication skills.
- Excellent written and verbal communication skills.
- Strong analytical skills and exceptional attention to detail.
- Experience working with web-based customer service tools and systems.
- Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
- Strong organizational and time-management skills.
- A team-oriented mindset with the ability to work independently and take ownership of responsibilities.
- iSolved payroll platform experience is beneficial.
- Payroll service bureau experience is beneficial.
- Bachelor’s degree preferred., If you’re someone who enjoys solving problems, working with technology, building relationships, and making an impact behind the scenes, we’d love to meet you!
Benefits & conditions
- Paid time off, including vacation, sick time, and holidays.
- Medical, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Life Insurance Options
- Hybrid work schedule (Pacific Time Zone).
- Employee referral bonus program.
- Quarterly team bonding events.
- Opportunities for professional development and career growth.
About the company
At Coastal Payroll, we’re more than payroll! We’re a leading provider of human capital management (HCM) services headquartered in San Diego, supporting thousands of clients throughout California and across the country.
Driven by human connection, we believe in putting people first. Our team genuinely cares about our clients, our community, and each other. We’ve built a fast-paced, fun, and collaborative workplace where people are encouraged to bring ideas, take ownership, and grow.
Our commitment to excellence has earned us recognition from organizations including the San Diego Business Journal, Inc. 5000, and Fortune, celebrating our growth and workplace culture.
At Coastal, we’re committed to helping our employees succeed. From regular leadership check-ins to professional development and team collaboration, we believe in investing in our people and creating opportunities for long-term growth.
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