Overview

　　Responsible for creating a positive experience for new clients and prospects by representing the company with utmost professionalism, tailoring the onboarding process to meet client needs, conducting in depth training on reports and systems, and ensuring accurate set up and transition. Must be able to exercise discretion and independent judgment with respect to completion of duties.

　　Responsibilities

　　Advance Partners is an entrepreneurial and rapidly growing specialty finance and business services company. Advance provides payroll funding, working capital, back office support and a variety of strategic services to independent staffing firms. Founded in 1998, and based in Cleveland, Ohio, we provide over $5 billion in annual financing to over 350 entrepreneurial staffing firms of all sizes. Our mission is to help staffing firms grow. In 2015, Advance Partners was acquired by Paychex, Inc. (NASDAQ: PAYX) a leading provider of integrated human capital management solutions for payroll, HR, retirement, and insurance services. Advance Partners is now a wholly owned subsidiary of Paychex, Inc. For more information about Advance Partners visit http://www.advancepartners.com

　　Please note: The person who fills this role will train/work in the office in Highland Hills, OH or Rochester NY & will work towards a hybrid schedule of 3 days in the office.

　　The shift is Monday - Friday approx. 8:30 am - 5:00 pm ET.

　　Have exemplary presentation skills and critical thinking skills to navigate areas of ambiguity with clients during the onboarding phase; appropriately determining the client's needs and to foster a positive first impression.Accurately convert client data from existing software to Advance's software.Train new and existing clients in Advance's software, processes, and procedures.Complete payroll processing and/or funding for new clients.Answer client questions and resolve issues regarding software, reports, processes, and procedures.Ensure collateral requirements and other best practices are being met weekly, with these expectations being set early to ensure smooth transitions to ongoing service teamsPartner with technical support to help develop, test and roll out customer reports as requested by client.Appropriately escalate client technical issues and partner with technical support and IT while being the point of contact for the client.Assist in testing updates to software and internal reporting applications prior to release.Maintain positive customer relations and internal teamwork.Smooth completion of data conversions and training.Thorough knowledge of software, processes, and procedures used.Timely and accurate completion of tasks is maintained in organized, effective, and positive manner.All duties are All duties are to be carried out in support of company policies and procedures and to enhance teamwork.

　　Qualifications

　　Bachelor's Degree in Accounting or related discipline - Preferred High School diploma/equivalent - Required2 years experience in Project Management and/or onboarding of new clients - Preferred

　　Compensation

　　In the spirit of pay transparency, we are excited to share that the starting base pay range for this position is $51,500 - 77,427.18 annually. Please keep in mind that this range is the base pay only and does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.