Client Onboarding Project Manager

G&A Partners is a professional services firm based in Houston that has been providing HR solutions and technology for over 30 years. They are seeking a Client Onboarding Project Manager to oversee the transition of new clients onto the G&A Platform, ensuring a smooth onboarding process and managing client expectations throughout. The role involves coordinating various aspects of client onboarding and maintaining high levels of client satisfaction.

Responsibilities:

• Successfully manages multiple client onboardings concurrently
• Confirms information provided during the sales handoff is accurate and in line with the client’s expectations
• Manages the new client onboarding process from contract execution and throughout the onboarding phase of the client relationship
• Works with the client to ensure they understand the co-employment relationship
• Initiates and oversees the implementation of the products and services outlined in the customer service agreement
• Coordinates and facilitates recurring client status meetings and oversees the onboarding of all accounts
• Manages/oversees the completion of interdepartmental tasks/projects and provides timely and accurate updates on project status to the client
• Oversees and monitors payroll, benefits, and technology implementations of new clients through the transition of the account to the ongoing client service team
• Acts as liaison/facilitator across technical and operational departments to resolve onboarding issues as necessary to meet the client’s needs and go-live timeline requirements
• Coordinates and facilitates client and employee orientation meetings, onsite or via online webinar
• Manages communication regarding new clients to appropriate departments within the G&A organization
• Educates the Client Advocate and ongoing client service team on outstanding projects and the client’s needs and expectations; remains engaged on an as needed basis
• Successfully transitions the client to the ongoing assigned client services team in a timely fashion
• Maintains an average error ratio of less than or equal to 5 errors per year. (internal and external)
• For 100% of A clients and complex clients, conducts a weekly status call during the entire onboarding process through the time the 3rd payroll is processed, and/or the client is fully implemented and error free, whichever occurs later
• Participates in prospect meetings and conference calls to ensure a smooth onboarding experience, as requested by the Business Advisors
• Maintains an understanding and knowledge of G&A’s products, services, and operations
• Receives 1 or fewer than one client reassignments per year due to client dissatisfaction or personality conflicts
• Completes professional development on an annual basis through coordination with the department manager
• Performs other duties as assigned

Requirements:

• Bachelor's Degree in a related field; or an equivalent combination of education and experience is required
• 3 or more years of experience in managing large projects
• 3 or more years of experience in working in an implementation or related role, with an emphasis on payroll and HR implementations and systems implementations
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office 365
• Experience in a PEO or client service setting is preferred
• Project management certification is desired