AE Perkins

Managing payroll processing, tax management, and client support for Workforce Go! products, ensuring accuracy and compliance. | Over 15 years of payroll experience, proficiency in payroll software, data analytics, and client service, with a strong understanding of industry compliance and team leadership. | Position Summary: The HCM & Payroll Account Specialist serves as the primary point of contact for Workforce Go! clients, focusing on exceptional client service, retention, and growth. Under the guidance of the Client Services Manager, this role involves managing and administering Payroll, Time & Labor Management, and Human Resources (HR) suite of products. The Account Specialist is responsible for accurately processing payrolls, managing tax accounts, and identifying new product opportunities. As a subject matter expert, the HCM & Payroll Account Specialist ensures optimal client experience while supporting Workforce Go! products and services. Principal Duties & Responsibilities: Client Support & Relationship Management: Serve as the primary contact for assigned clients, maintaining positive relationships and working to achieve client retention and business growth goals. (Advanced) Product Knowledge & Expertise: Acquire and demonstrate thorough knowledge of Workforce Go! HCM products, workflows, and integration processes, ensuring seamless ongoing support. (Advanced) Payroll & Tax Account Management: Ensure payrolls are processed with 100% accuracy and timely delivery every pay period; manage tax calculations and account management as needed. (Intermediate) Subject Matter Expertise: Act as a subject matter expert and key resource on Workforce Go! operations and services, providing guidance on payroll, HR, time and labor management, accounting, tax, and money movement. (Advanced) Compliance & Confidentiality: Follow internal and external compliance rules and regulations while maintaining strict confidentiality with client information. (Advanced) Process Improvement & Policy Development: Recommend and assist in the development of procedures and policies to enhance the Account Specialist team's efficiency and effectiveness. (Intermediate) Problem-Solving & Special Projects: Analyze client challenges, recommend solutions, and participate in special projects as assigned. (Intermediate) Requirements Knowledge, Skills, and Abilities Required: Communication Skills: Strong command of the English language, with excellent written and verbal communication skills; ability to use appropriate email etiquette. (Advanced) Time Management & Prioritization: Proven ability to manage multiple priorities independently, meeting all deadlines consistently. (Advanced) Analytical & Problem-Solving Skills: Ability to gather, analyze, and interpret information, draw conclusions, test solutions, and communicate findings effectively. (Intermediate) Client-Centric Approach: Skilled in quickly assessing client needs, tactfully handling difficult situations, and maintaining client satisfaction. (Advanced) Team Collaboration: Demonstrated ability to work effectively within a team environment, fostering collaboration and supporting shared goals. (Intermediate) Technical Proficiency: Proficient in Google and other business software; ability to navigate web-based applications efficiently. (Intermediate) Industry Knowledge: Strong working knowledge of payroll and human resources outsourcing industry, including compliance requirements. (Advanced) Credentials & Experience: Education: Bachelor’s degree required, or equivalent professional experience in a related field. Experience: Minimum of 5 years in payroll or human resources outsourcing; experience in client service or relationship management required. Certification: Certified Payroll Professional (CPP) or Fundamental Payroll Certification (FPC) certification preferred. Benefits Shift expectations for this position are Monday - Friday 8:30 a.m. - 5:30 p.m. Pacific. Note: The pay range for this position is $45,000.00 - $55,000.00 annually, plus bonus potential. BENEFITS • Medical Insurance • Vision Insurance • Dental Insurance • 401(k) Matching • Flexible Spending Accounts • Health Savings Accounts • Disability & Life Insurance • Employee Assistance Program • LegalShield • ID Shield • Commuter Reimbursement Plan • Tuition Reimbursement • Bonus Pay - This position falls under our “Corporate Bonus Plan” which entitles you to a potential bonus payout of up to 10% of your annual salary as an annual bonus, if offered employment. ADDITIONAL BENEFITS INCLUDE: • Wellable membership • Telescope Health (telehealth) through Accresa • Intellect (mental health) application • Employee engagement activities, including voluntary events, raffles, book club, and more!

Manage and grow strategic client accounts through relationship building, cross-department collaboration, and delivering tailored solutions to meet client objectives. | 5+ years account management experience, strategic thinking, leadership, excellent communication skills, willingness to travel, and preferably industry and benefits administration knowledge. | NOTE: The pay rate for this position is $68,000.00 annually, plus 10% annual bonus potential. POSITION SUMMARY: The Strategic Account Manager (SAM) is a key leader responsible for providing the highest level of service to our most valued clients. As trusted advisors and partners, SAMs leverage their expertise to build enduring client relationships and drive profitable outcomes. This role combines autonomy, accountability, and strategic insight to ensure an exceptional client experience, while fostering business growth and retention for AE Perkins. Key Responsibilities Strategic Account Management Expertise (advanced): Develop and execute customized account strategies, with laser-focus on long-term growth and retention for assigned client groups. Leadership and Cross-Functional Collaboration (advanced): Ability to negotiate outcomes that are beneficial to AE Perkins and clients. Problem-Solving and Critical Thinking (advanced): Identify opportunities for revenue generation, such as upselling services or introducing new product offerings. Demonstrate superior public speaking skills when presenting AE Perkins. Customer-Facing Skills (advanced): Proactively monitor and analyze client performance metrics to identify trends and risks, and take corrective action as needed. Additional Responsibilities Client Relationship Building: Customer-Facing Skills (advanced): Build and maintain strong relationships with key decision-makers, acting as the primary point of contact for all client needs. Presentation Skills (advanced): Conduct regular business reviews (e.g., Annual Business Reviews) to align on goals, performance, and opportunities. Problem-Solving and Critical Thinking (advanced): Partner with clients to provide solutions that address their challenges and align with their organizational objectives. Cross Department Collaboration (advanced): Act as a client advocate within AE Perkins, ensuring their needs and objectives are met with tailored solutions. Cross Department Collaboration (advanced): Partner with cross-functional teams (e.g., Sales, Operations) to ensure alignment on client goals and deliverables. Developing Relationships (advanced): Share insights and best practices with colleagues to foster a collaborative and high-performing team environment. Organizational Skills and Time Management: Goal Setting (advanced): Manage client accounts and projects simultaneously, ensuring all deadlines and service-level agreements are met. Attention to detail (advanced): Maintain detailed and organized records of client interactions, project updates, and account plans. Prioritization (advanced): Prioritize tasks effectively to balance strategic initiatives with day-to-day responsibilities. Requirements: Retention and growth-oriented with large case experience (advanced). Strong strategic thinking and leadership abilities (advanced). Excellent presentation, written, verbal, and organizational skills (advanced). Exceptional follow-up, follow-through, and time management (advanced). Willingness to set and meet high performance standards (advanced). Comfortable with travel and spending time in the field with sellers. Thrives in fast-paced, high-pressure environments with excellent multitasking skills (advanced). CREDENTIALS & EXPERIENCE: Bachelor’s Degree, preferred 5+ Years Account Management experience, required Industry experience and knowledge of business development and specific CDH & Cobra product administration Intermediate to advanced Microsoft Excel experience, preferred Experience in Benefits Administration, preferred BENEFITS Medical Insurance Vision Insurance Dental Insurance 401(k) Matching Flexible Spending Accounts Health Savings Accounts Disability & Life Insurance Employee Assistance Program LegalShield ID Shield Commuter Reimbursement Plan Tuition Reimbursement Bonus Pay - Our Client Experience team operates on a quarterly bonus structure with earning potential between 4% and 6% of base compensation quarterly, dependent upon individual and team performance factors. ADDITIONAL BENEFITS INCLUDE: Wellable membership Telescope Health (telehealth) through Accresa Intellect (mental health) application Employee engagement activities, including voluntary events, raffles, book club, and more!