Job Posting - Implementation Trainer

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Job - Implementation Trainer

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JOB TITLE:  Implementation Trainer

DAYS WORKED:  Full Time M-F, occasional evening and weekend work may also be required

REPORTING RELATIONSJIPS: Reports to Implementation Manager


Working closely within a data focused team, this role is primarily responsible for making sure projects stay on track and that everyone – clients, teammates, and other internal stakeholders – understand the progress of each venture. Part of this function involves project management, including collecting system requirements, forecasting out due dates, presenting deliverables, and training clients on Balance Point’s product offerings.

Key Responsibilities and Accountabilities

  • Take ownership of maintaining client communication throughout the implementation process. This includes collecting client requirements, providing project updates, troubleshooting issues, and presenting deliverables
  • Work with the Implementation Specialist to obtain client requirements and verify that requirements were delivered accurately and on time for the client
  • Ensure clients can effectively and efficiently utilize Balance Point Payroll’s systems and services
  • Ability to gauge clients’ wants to ensure they are signed up for the correct product mix
  • Utilizing project management software, maintain accurate documentation of projects’ progress
  • Communicate any service disruptions in a timely manner to the Implementation Manger
  • Ability to follow, adopt, recommend, and promote standards regarding the use of Balance Point procedures

Personal Attributes / Functional Competencies:

Qualifications – Qualified with a relevant technical qualification and/or relevant professional experience.

  • Technical – In depth experience in payroll software. Excel skills are a plus
  • Experience – At least 5 years of experience in payroll, with at least two years working in a client facing role
  • Analytical Thinking – Effective at understanding a problem and developing multiple approaches to solving the issue
  • Communication – Able to communicate issues and provide feedback in a clear and concise manner. Additionally, able to communicate with and foster communication between technical experts and laymen
  • Time Management – Experience in handling multiple concurrent projects and prioritizing tasks
  • Detail Orientated – Have a keen eye for the small details
  • Collaboration – Understand the importance or working with and helping your teammates. Must be able to work cross-functionally when needed to accomplish Balance Point goals