• Create Project Plans, rollout/transition plans, RAIDS logs, and SteerCo reports. • Forecast Go Live dates to ensure projects are launched on time and within budget. • Liaise with local HSP experts, maintaining strong relationships and open communication. • Serve as a Single Point Of Contact (SPOC) for customers and an escalation point of contact for GSAs. • Provide excellent customer-centric service. • Act as an ‘Account Manager to coordinate satisfactory resolution to critical issues associated with service delivery or account management post-implementation. • Proactively monitor the overall status of service delivery, aligning with Global Services Associate and Operations Director as necessary for customers. • Adhere to SLAs in terms of responsiveness and quality where applicable. • Update and maintain BAU related systems ensuring data accuracy and timeliness. • Create Service tickets and verify data provided by Customers and Local Service Partners (LSP). • Monitor Calendars to ensure Customers and LSPs meet all deadlines. • Update a regional and/or service line-specific knowledge base. • Provide feedback on team processes and other business improvement initiatives. • Actively train and onboard team members on Implementation or BAU related activities. • Respond to customer ad hoc queries, ensuring appropriate teams are involved in the event of either escalations or opportunities for service add-ons. • Track and forecast pre-defined key account metrics. • Perform additional duties as assigned.

• Independently perform the monthly payroll processing for a defined group of employees • Ensure smooth HR administration across the employee lifecycle (e.g., contract management, master data maintenance, issuance of certificates) • Serve as a point of contact for employees, managers and external entities (e.g., social insurance agencies, authorities) on payroll-related matters • Support internal and external audits (e.g., by auditors, social insurance agencies or tax authorities) • Assist in the further development and optimization of People Operations and payroll processes • Contribute to HR controlling, e.g., through analyses, reports and the development of KPIs • Work closely with adjacent departments such as Finance and HR Business Partnering

• This position requires exceptional organizational skills, strong analytical ability, and a meticulous eye for identifying discrepancies. • This role is primarily payroll-focused, with administrative support in HRIS and benefits platforms. • The ideal candidate is highly systems-oriented, comfortable auditing data, and proactive in catching errors before they become issues.

Role Description We are seeking a highly detail-oriented and confident Implementation & Client Onboarding Specialist to support a US-based client. This role is split 50/50 between financial onboarding and client account management, requiring a strong understanding of financial processes as well as the ability to guide and train clients. The ideal candidate will have a solid finance or tax background, a deep understanding of how financial data flows (including files, reconciliations, and system structures), and preferably experience working with or setting up QuickBooks. Candidates without exposure to accounting systems will not be suitable, as understanding the moving parts of financial data is essential. This role also requires a strong personality—someone who is professional, welcoming, confident, and naturally engaging when working with clients. Key Responsibilities - Financial Onboarding & Data Gathering (50%): - Lead the initial onboarding process by gathering, reviewing, and organising client financial data. - Analyse financial files to ensure accuracy, completeness, and readiness for implementation. - Reconcile financial information and identify discrepancies. - Work closely with clients to obtain required documentation and clarify financial data. - Ensure all financial data is structured correctly for system setup. - Apply knowledge of bookkeeping/accounting principles to validate data integrity. - Assist in preparing and transitioning data into accounting systems. - Implementation & Client Enablement (50%): - Configure and implement client accounts within the system. - Translate financial data into system workflows and processes. - Guide clients through system setup and functionality. - Conduct training sessions to ensure clients understand how to use the platform effectively. - Act as a trusted advisor during onboarding, ensuring a smooth transition. - Provide ongoing support during the implementation phase. - Build strong client relationships through clear communication and professionalism. Qualifications - Strong background in finance, bookkeeping, or tax (non-negotiable). - Solid understanding of financial data, reconciliations, and reporting structures. - Proven experience working with or setting up QuickBooks (or similar accounting systems). - Ability to understand how financial moving parts connect within a system. - Experience handling financial files and data migration. - Excellent communication skills with the ability to explain financial concepts to non-financial clients. - Strong organisational skills with high attention to detail. - Ability to manage multiple clients/projects simultaneously. Personality & Soft Skills - Strong, confident personality with a professional presence. - Welcoming, approachable, and naturally bubbly in client interactions. - Client-focused with a high level of emotional intelligence. - Ability to take ownership and lead onboarding processes independently. - Problem-solver with a proactive mindset. Preferred Experience - Experience in SaaS implementations or onboarding roles. - Previous exposure to US-based clients or international environments. - Account management or client success experience. - Experience with data migration or system integrations. Working Environment - Fully remote role supporting a US client. - Fast-paced, client-facing environment. - Requires flexibility and strong time management to align with US hours.