Position Overview
Responsibilities ?The team will act as a ?one-stop-shop? for sales and work collaboratively with Service organizations to ensure prioritized deals are executed with both velocity and accuracy, so that the Sales can focus on generating new business ?Responsibilities include structuring SMB deals in CRM, performing due-diligence and analysis of customer onboarding requirements, handling of sensitive information, quote management, knowledge of federal/state/local guidelines, and more ?Manage and analyze data at both client and deal level that ensures accuracy and compliance with Sales and Service customer onboarding policies/procedures ?Developing tools/calculators that simplify capturing and reporting of payroll balances ?Provide a seamless and efficient, one-stop Concierge-style service for onboarding payroll/HR SMB clients from sale to start ?Work with a sense of urgency and quickly root cause issues into process, policy, system, data and engage with functional owners to resolve ?Ensur...