Posted: Jan 12, 2026
About the position Responsibilities • Collect and review PEO health and benefits new business prospect applications for accuracy and completeness. • Manage and validate client data, working with sales, broker, and implementation teams to ensure accurate documentation collection. • Structure PEO deals in CRM and perform due diligence on customer onboarding requirements. • Handle and collect PEO health and benefits applications, ensuring compliance with federal/state/local guidelines. • Manage client expectations and internal communications, maintaining strong relationships. • Gather and review new hire packets, benefit enrollment forms, and payroll information to ensure timely onboarding. • Facilitate problem resolutions for client employees by partnering with appropriate departments. • Work independently to resolve challenges and provide creative solutions to sales issues. • Demonstrate organizational skills by multi-tasking, setting priorities, and following up in a timely manner. • Provide recommendations to ADP leadership on best practices and training based on client feedback. Requirements • 3-5 years of experience in business operations, customer operations, or sales operations. • Experience in customer success or onboarding operations is a plus. Nice-to-haves • Ownership mindset with a focus on customer priority. • Excellent interpersonal and relationship management skills. • Strong written and verbal communication skills. • Proficiency in Excel, CRM tools, MS Word, and PowerPoint. • Meticulous attention to detail with strong analytical skills. • Ability to work in a fast-paced environment and meet deadlines. • Knowledge of HR and Payroll industry tools and best practices. Benefits • Hybrid work environment • Opportunities for professional development • Inclusive and diverse workplace culture Apply tot his job
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