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Transition Specialist Representative

Company: PCMS
Location: Philadelphia
Posted on: November 22, 2021

Job Description:

Transition Specialist Representative (TSR)This position is also known as a Transition Specialist Representative (TSR).Position PurposeThe Implementation Representative works with the Outside Sales Reps, Client Relation Reps, and New Client Specialist (NCS) to on-board new clients from their previous Human Capital Management solution onto the company.TSR will administer and review a Project Plan for management, client, and others throughout the client on-boarding process. Responsible for ensuring new clients process their first payrolls accurately and timely. In addition, the representative will be responsible for successful training and implementation of Human Capital Management products. The TSR will confer with ongoing project personnel to resolve open issues while escalating any issues as deemed appropriate.Project ManagementProvides New Client Setup and Sales Rep with a Project Plan to collect outstanding data for each client(s)Reviews and confirms all required data for setup packet and checklist are collected for each client(s) prior to sending to New Client SetupPromptly collects necessary YTD Data in accordance with NCS standards and deadlinesSubmits all sensitive data to New Client Setup in accordance to Security StandardsAssists with collection of remaining documentation and questions needed from NCS prior to client processing payroll.Coordinates with client to collect setup documentation of all applicable Human Capital Management productsTraining-- - Utilizes the Project Plan to conduct setup and training for all Human Capital Management products per client(s)-- - Promotes the use of Human Capital Management products through training on site or via web meeting(s)Payroll Submission-- - Identifies which clients are scheduled to process 1st payroll and manage processing their payroll in accordance to New Client Setup submission deadlines-- - Ability to process complex payrolls with little or no assistance-- - Ensures client notes and issues are documented within Client Intelligence (PCI)RESPONSIBILITIES: Communication: -- - Monitors all communication channels but not limited to e-mail and voicemail notifications providing responsiveness-- - Ability to answer complex questions with little or no assistance-- - Insures proper telephone etiquette by paying attention to the correct posture, inflection, courtesy, tone, understandability, and rate of speech-- - Communicate effectively with clients and colleagues to establish cordial/effecting working relationships-- - Effectively makes independent decisions on problem resolution that are consistent with policies and procedures-- - Assumes responsibility for establishing and maintaining effective communication and coordination with personnel and management-- - Keeps management informed of area activities and of any significant client problems-- - Frequently demonstrates initiative by constantly looking for and recommending ways to improve the TSR role-- - Attends and participates in meetings as required-- - Always maintains a positive attitude with all personnel and management-- - Adheres to all policies of including those outlined in the Employee HandbookQualificationsEducation/Certification: -- - Bachelors Degree requiredSkills/Abilities: -- - Ability to manage multiple tasks while maintaining organization and timely completion of tasks/projects.-- - Must be detail oriented and have a record of low error levels.-- - Demonstrates proficiency with computers, specifically in Advance Excel, GoTo Meeting, and Internet search techniques.-- - Professional appearance and demeanor.-- - Ability to work within all levels of an organization.-- - Superior interpersonal skills with the ability to work with various departments both inside the company and with clients.-- - Ability to communicate effectively in both oral and written form.-- - Self-directed with the ability to work with little supervision.-- - Flexible and cooperative in fulfilling all obligations.-- - Satisfactory references from employers and/or professional peers.Competencies: -- - Customer Service, Problem Solving Critical Thinking, Communications, Interpersonal Relations/Teamwork, Organization Awareness, Self/Life Management, Continuous Improvement/Innovation and Change, Technical CompetenceJob Type: Full-timePay: $65,000.00 - $70,000.00 per yearExperience:Customer Relationship Management: 5 years (Required)Customer Service: 5 years (Required)Education:Bachelor's (Required)

Keywords: PCMS, Philadelphia , Transition Specialist Representative, Other , Philadelphia, Pennsylvania

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