Position Summary:
Viventium is seeking a resourceful and independent individual contributor to join our Data Services Specialist team reporting to the Implementation Department. Responsible for providing support our Payroll and Tax Implementation Teams, this role requires a high degree of specialized expertise and skill maintaining established standards of quality and accuracy while supporting a high volume of setups.
The Data Services Specialist is responsible for ensuring accurate and timely setup of new client accounts within our new client onboarding queue. Must be able to work independently, with the ability to exercise discretion and judgment with confidence. Must demonstrate working knowledge of compliance standards relating to payroll & tax setup configuration and requirements. A strong proficiency in Microsoft Excel is also required.
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Essential Duties and Responsibilities:
The essential functions include, but are not limited to the following:
- Manages the new client setup process, includes building new client account/division framework, configuration of Viventium system, billing profile setup & recording of manual charges, reviews & qualifies new client setup agreements (i.e., general intake agreements, tax & banking verification documents, billing details, etc., completing system imports of sensitive client data accurately and timely while maintaining integrity within our intake and setup processes
- Identifies possible errors in new client paperwork, effectively communicates and/or escalates to the appropriate team members (i.e., Implementation Specialists and/or Tax Implementation partners) to resolve as needed (i.e., resource coordination)
- Independently manages and tracks onboarding setup process across relevant internal and propriety systems and maintaining system data for accuracy.
- Maintains new client information within proprietary systems in accordance with internal documented procedures
- Completes YTD data conversions using tools like Altair Monarch Data Prep Studio, pre-built Excel macro files, etc.
- Ability to collaborate cross-functionally and support relevant internal teams (Tax, Implementation, etc.) while maintaining positive working relationships
- Uses prior USA payroll tax knowledge to support the Payroll Implementation team and, clients alike, by providing fact-based guidance
- Prioritizes workload to achieve both client (external) and internal deadlines
- Exercises administrative judgment and assumes responsibility for decisions, consequences, and results that may impact costs, and/or quality of service
- Participates in special projects and department initiatives as assigned
- Maintains strict confidentiality of sensitive client data
- Performs other duties, as assigned
Minimum Qualifications (Knowledge, Skills, and Abilities):
- Minimum of 1 years of experience working in a similar role within Payroll/HCM industry experience required
- Data import experience strongly preferred, but not required
- Excellent verbal and written communication skills
- Ability to handle multiple account setups at one time
- Excellent attention to detail, time management, organization and prioritization skills
- Strong sense of ownership and results oriented.
- Troubleshooting and problem-solving experience.
- Ability to handle escalations with minimal to no supervision
- Motivated team player with ability to work on simultaneous projects with minimal supervision
- Proficiency in Microsoft Office Suite (Specifically Outlook, Word, Excel)
- FPC/CPP or SHRM Certification a plus, but not required