Payroll Services Offboarding Specialist

Work Mode:

 Hybrid - Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week.

Essential Job Duties

As a Payroll Offboarding Specialist you will be dedicated to managing the offboarding process for clients, ensuring a seamless transition when payroll services are terminated. This role requires exceptional attention to detail and strong organizational skills. You will oversee clients missing payroll run dates, process client requests, and be responsible for the client termination processes across various departments. This role helps maintain positive relationships, protects the company from risks, and provides valuable insights for continuous improvement, all of which are essential for the long-term success of Bamboo Payroll.

You will:

• Communicate with clients not running, maintain list of monthly billing clients, & terminate payroll services for clients not running payroll.
• Actively monitor and report on the progress and success of offboarding activities and ensure task completion across teams.
• Communicate with legal to ensure Payroll Services Agreement compliance, and coordinate with various teams to complete offboarding tasks.
• Communicate with customer s regarding offboarding process, required information, and next steps. 
• Provide Client Extended Access to payroll reports
• Support inquiries from internal and external sources.
• Collaborate and provide feedback regarding offboarding documentation and client facing help content to streamline processes.  
• Gather client feedback during the offboarding phase to identify areas for improvement and ensure a positive departure experience.

What You Need to Get the Job Done

• Attention to detail
• Project tracking
• Organized
• Strong customer service skills and retention focused
• Knowledge of systems used in Payroll
• Excellent verbal and written communication

What Will Make Us REALLY Love You 

• Prior experience with Payroll Software

What You'll Love About Us

• List Benefits found on Boilerplate SOP

 

About Us

Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here too. We've been recognized as a "Best Company to Work For” and we're proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world.

BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process.  If you would like to request accommodations, please let your recruiter know.

BambooHR is An Equal Opportunity Employer--M/F/D/V
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