New Client Setup Specialist

Responsibilities Drive client engagement by being the single point of contact for the client from post‑sale through the initial payroll processing period before turnover to the Client Services Team. Develop strong client relationships through care, focus and quality in every step of the client experience. Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication. Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing. Assist clients to navigate and learn technical aspects and self‑service options. Self‑direct as circumstances change and priorities shift without micromanagement to support an entrepreneur‑spirited work environment. Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. Build strong relationships with internal and external partners to achieve top‑notch client experience and client retention. Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally. Requirements High school diploma or equivalent. 1+ years experience in technology, customer‑facing role or sales. Computer literate with strong technical aptitude and a drive to learn. Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities. Demonstrates client‑centric mentality with empathy, care and high engagement attitude. Ability to successfully operate in an entrepreneurially‑spirited work environment. Must have analytical, problem‑solving and critical thinking skills and be comfortable making quality decisions. Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent. High personal accountability to meet team and individual metrics. Outstanding organizational and follow‑up skills. 2+ years experience in Operations, Sales Support or client‑facing position. Responsible for other duties or projects as assigned. Comfortable with an on‑site presence to support collaboration, team leadership and cross‑functional partnership. Benefits Physical Wellness: Comprehensive medical insurance, dental insurance, vision insurance, life and disability insurance, fertility benefits, wellness resources and paid sick time. Mental Wellness: Generous paid time off and holidays, Employee Assistance Program (EAP) and a complimentary Calm app subscription. Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits and employee discount programs. Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents), legal plan options and pet insurance coverage. … and so much more. Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability or protected veteran status. Applicants may request reasonable accommodation by contacting View email address on click.appcast.io. Final candidates will be required to complete post‑offer verification processes related to the role and in accordance with applicable laws. California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy. Recruitment Fraud: Please visit here to learn more about the Recruitment Fraud Notice. #J-18808-Ljbffr