Be the main point of contact for clients, responsible for helping them establish technical integrations with 400+ payroll providers
Develop an in-depth understanding of payroll provider systems and interrogate incoming payroll data for accuracy and completeness
Use problem-solving and decision-making skills to navigate technical issues which impact the flow of data between the client, Human Interest, and the payroll partner
Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our clients and millions of dollars in assets under management
Assist in drafting procedures detailing the flow of payroll-related information, while demonstrating an understanding of SEC, DOL, and IRS regulations that impact our business
Investigate technology issues, identify root causes, and work with various departments to develop and implement solutions
Independently guide clients through data analysis and assist with their data transmission efforts
Communicate professionally to both internal and external clients while focusing on needs-driven solutions
Identify areas for process improvement and assist in leading projects which may broadly impact our business

3+ years in a role that demonstrates troubleshooting and problem-solving skills
At least 1 year of customer service experience and strong verbal and written communication skills
A strong work ethic and proven ability to work independently and manage a project plan
A passion for process improvement and a demonstrated ability to lead change effectively
Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry
A desire for learning new programs, systems, and expanding your knowledge about the retirement industry and our product
A strong focus on quality
Strong PC skills, including experience working with G-Suite products
Ability to easily adapt to various client systems and user interfaces and troubleshoot software issues as they arise.

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

Payroll Connection Specialist

Key skills