The Project Manager, as a member of the Product team, will be responsible for planning and managing complex projects that span multiple departments, touching our staff, customers and partners. We are rapidly digitizing our business and we need to apply strong project management to our initiatives to ensure our actions are coordinated and our product and services move to market quickly and with the full support of all ConnectPay teams.

The Project Manager will work with every team at ConnectPay, ranging from development, to service, to sales and marketing. Working side-by-side with our Product team, projects covered will include Go-To-Market launch of in-house developed SaaS deliverables and Partner Services, as well as coordination of internal business process change paired with new technology and services.

Requirements:

• Manage a portfolio of complex, cross-functional business operations, systems, and product/strategy initiatives.
• Manage all aspects of multiple related projects to ensure the overall program is aligned to and directly supports the achievement of strategic objectives.
• Develop, document, and manage project organization structure, governance model, and cadence.
• Demonstrate strategic understanding of business and technology objectives, stakeholder needs, and dependencies and relationships between them. Partner with business and technical stakeholders to refine requirements and manage the process of creating an executable project plan from them.
• Develop and manage detailed project artifacts, plans, and timelines with a clear understanding of milestones, deliverables, dependencies, assumptions, and accountability.
• Develop and manage project communications plan to report on status of milestones, deliverable, dependencies, risks, and issues as well as on project success criteria results.
• Manage project scope and schedule. Ensure proposed changes are aligned with objectives, follow an approved change control process, and are communicated appropriately to necessary stakeholders.
• Support organizational change management efforts to ensure stakeholder buy-in and adoption of changes.
• Build, motivate, and coach project teams. Clearly communicate and reinforce roles, responsibilities, and expectations.
• Consistently apply project management methodologies, templates, and tools.
• Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization
• Take initiative to escalate or step in when support is needed across all responsibilities.
• Other duties as assigned

Qualifications:

• Excellent written and verbal communication skills to communicate clearly and concisely at all levels of the organization.
• Outstanding organization and diligence in following through.
• Demonstrated understanding of technical issues at a sufficiently deep level to identify gaps
• Ability to bring evidence-based decision-making to answer the “why” questions from stakeholders by continually gathering and analyzing data and business intelligence from internal and external sources.
• High level of skill creating credibility through building relationships
• Demonstrated presence and assertiveness that builds confidence of team and stakeholders
• Experience in managing multiple projects end to end.
• Ability to prioritize, and continually weigh the competing factors of your objectives for your projects, the company’s limited resources, and demands from various stakeholders.
• Participation in the planning and strategy of product roadmaps.
• Naturally curious, positive, innovative, and creative.
• Empathy for ConnectPay’s small business client and a commitment to delve deeply into clients’ pain points and challenges as they pertain to project work
• Collaborative team member that works well across all functional areas.
• Bachelor’s Degree in Computer Science or related Technology

Bachelor’s degree in Business, Marketing, Communications or Technology related field.

5-7 years of project management

3+ years’ experience in payroll services or other financial services industries.

The Product Manager, as a member of the Product team, will create simple, delightful product experiences that support our clients and their small business partners. ConnectPay has a strong reputation for high touch, human-centric customer service and this role will be a key driver for translating that to a digital experience. ConnectPay partners play a crucial role in our ecosystem of Connected Payroll by providing us with referrals and supporting mutual clients in achieving their dreams. In return, we aim to provide our partners with products that help them grow and manage their business.

The Product Manager will work in tandem with the marketing team in developing marketing strategies and programs for partner-oriented products and processes, and recommend changes or additions to current product development procedures based on market research and new trends.

Requirements:

• Conducts research and develops an understanding of partner and small business clients’ needs, new technologies, trends in the market, and competitors.
• Provides insights and recommendations to optimize new product introductions, segmentation, price, and product adoption by analyzing industry, competitor, marketing, and client
• Compiles market-specific assessments of competitors, vendors, and clients to support decisions and influence
• Develops new software product concepts, designs, and/or enhancements to existing product design, that reflect market and user requirements.
• Develops requirements documents, functional specifications, and mock-ups to clearly illustrate product ideas and concepts.
• Participates in all phases of the product development lifecycle, including analysis, design, testing, and integration of products as well as the introduction of products to the market.
• Member of a cross-functional team that translates clients’ needs and technology directions into product definitions.
• Participates in the creation of documentation or user guides for new products
• Analyzes and assesses category/brand performance to develop enhanced marketing and sales plans and promotions.
• Evaluates product performance to help develop and update company goals and advises sales team on any relevant product concerns.
• Portfolio representing product management in a related industry

Qualifications:

• Excellent written and verbal communication skills to communicate clearly and concisely at all levels of the organization.
• Ability to bring evidence-based decision-making to answer the “why” questions from stakeholders by continually gathering and analyzing data and business intelligence from internal and external sources.
• Experience in managing multiple projects end to end.
• Ability to prioritize, and continually weigh the competing factors of your objectives for your products, your company’s limited resources, and demands from various stakeholders.
• Participation in the planning and strategy of product roadmaps.
• Naturally curious, positive, innovative, and creative.
• Empathy for ConnectPay’s small business client and their business network and a demonstrated commitment to delving deeply into client and partner pain points and challenges.
• Collaborative team member that works well across all functional areas.
• Portfolio representing new product development and product management lifecycle in a related industry.

Bachelor’s degree in Business, Marketing, Communications or Technology related field.

3+ years of experience in payroll services or other financial services industries.

The Product Manager, APIs, as a member of the Product team, will focus on the rebirth of ConnectPay’s market-leading service and products in an API format that offers embedded payroll capabilities paired with outstanding customer service to channel partners and their clients. The role will take a long-term view, initially focusing on restructuring core services to operate as APIs as we build an external offering based upon APIs.

The Product Manager will work in tandem with the marketing team in developing marketing strategies and programs for products and recommend changes or additions to current product development procedures based on market research and new trends.

Requirements:

• Conducts research and develops an understanding of the small business clients’ needs, new technologies, trends in the market, and competitors.
• Provides insights and recommendations to optimize new product introductions, segmentation, price, and product adoption by analyzing industry, competitor, marketing, and client
• Compiles market-specific assessments of competitors, vendors, and clients to support decisions and influence
• Develops new software product concepts, designs, and/or enhancements to existing product design, that reflect market and user requirements.
• Develops requirements documents, functional specifications, and mock-ups to clearly illustrate product ideas and concepts.
• Participates in all phases of the product development lifecycle, including analysis, design, testing, and integration of products as well as the introduction of products to the market.
• Member of a cross-functional team that translates clients’ needs and technology directions into product definitions.
• Participate in the creation of documentation or user guides for new products
• Analyzes and assesses category/brand performance to develop enhanced marketing and sales plans and promotions.
• Evaluates product performance to help develop and update company goals and advises sales team on any relevant product concerns.
• Portfolio representing product management in a related industry

Qualifications:

• Excellent written and verbal communication skills to communicate clearly and concisely at all levels of the organization.
• Ability to bring evidence-based decision-making to answer the “why” questions from stakeholders by continually gathering and analyzing data and business intelligence from internal and external sources.
• Experience in managing multiple projects end to end.
• Ability to prioritize, and continually weigh the competing factors of your objectives for your products, your company’s limited resources, and demands from various stakeholders.
• Participate in the planning and strategy of product roadmaps.
• Naturally curious, positive, innovative, and creative.
• Empathetic to ConnectPay’s small business client and committed to delving deeply into clients’ pain points and challenges.
• Collaborative team member that works well across all functional areas.
• Portfolio representing new product development and product management lifecycle in a related industry
• Prior experience as a product manager of APIs is a must

Bachelor’s degree in Business, Marketing, Communications or Technology related field.

3+ years of experience in payroll services or other financial services industries.

We’re in search of a Full Stack Developer who’s a jack of all trades, transitioning seamlessly between front and back-end coding. You’ll need to be fluent in creating websites that thrive on strong architecture, while supplementing with data-driven applications that optimize site functionality throughout the lifecycle of each project. As a Full Stack Developer, you’ll need to be a whiz with CSS, JavaScript and HTML, and know how to effectively create website foundations using back-end applications and database structures. The power of our site’s responsiveness and functionality will be in your hands, so you’ll need to be organized, communicative, and detail-oriented to ensure it works on every intended platform—so that means you’ll have to be strong in coding for mobile, too.

Responsibilities:

• Concepting, creating and building websites alongside our graphic design team, including taking designer wireframes and magically turning them into effective code.
• Working through the website development lifecycle to launch.
• Designing user-based interactions through effective front-end architecture.
• Developing functional databases, applications and servers to support our websites on the back end.
• Coding for various platforms to ensure functionality across multiple channels.
• Leading and developing best practices for Full Stack Developer team.
• Developing and designing RESTful services and APIs.
• Determining application responsiveness for consumers.
• Ensuring company mandate is effectively addressed in technical and developmental aspects.
• Managing database administration and hosting duties.
• Troubleshooting issues and problem-solving as necessary.
• Keeping current with industry trends and developments that can be applied to company needs.

Qualifications:

• Bachelor’s Degree in Computer Science.
• Fluent in CSS (Foundation or Bootstrap), JavaScript and HTML, with an understanding of CSS preprocessors including Sass and LESS.
• Strong knowledge of Linux, PHP and MySQL, with working understanding of MongoDB, PostgreSQL, AngularJS, Express.js, Oracle, React, Ember and Node.js.
• Experience with JS-based tools including Bower, Grunt and Gulp.
• Experience in working with languages such as Java, .Net, Python, PHP or Ruby.
• Working experience as a Full Stack Developer.
• Experience working with server technologies including Apache, ISS, Node.js, Nginx and J2EE.
• Experience in API design and development.
• Understanding of libraries including Backbone.js and jQuery.
• Experience with AJAX.
• Strong knowledge of data structures, system design and algorithms.
• Excellent written and verbal communication skills, with a strong attention to detail and a head for problem-solving.
• Skilled at working in tandem with a team, or unsupervised as required.

The Payroll Tax Compliance Specialist will collaborate with the Software Development and Senior Management teams to ensure payroll tax compliance at the federal, state, and local levels. The individual will stay current with federal and state tax regulatory requirements and legislative guidance.

Requirements:

• Ensure the accuracy of the master payroll system.
• Perform master system updates, such as unemployment wage bases, state withholding tax tables, local tax rates, exempt plan code limit updates, minimum wage updates
• Consistently monitor federal and state tax regulatory and legislative guidance
• Work closely with development to update compliance changes, and move updates to main production system
• Participate in testing of various payroll changes, such as withholding tables
• Review, analyze, and interpret complex tax regulations
• Collaborate with Development department
• Attend IRS monthly calls
• Contact IRS or state agencies when compliance information is not available online
• Document any compliance changes
• Maintain / update compliance section of Tax Notebook
• Monitor state and local tax agencies for payment or return specification changes
• Assist development with form mapping
• Responsible for relaying upcoming compliance changes to senior management, development, operations department, and payroll tax department staff
• Attend APA/BNA training sessions and conferences to stay up to date of recent and upcoming -compliance changes, new taxes, and agencies (i.e., PFML)
• Enter issues requiring development intervention in tracker
• Assist in answering questions that come in through CRM from operations
• Prepare weekly compliance change tracking spreadsheet ahead of weekly compliance meeting
• Contact agencies when payment or return files are unable to be submitted successfully, and development is unable to resolve
• Responsible for full compliance research when adding a new tax agency

Qualifications:

• 2+ years’ experience in payroll tax compliance at the federal, state, and local levels
• Proven ability to proactively research new payroll tax regulations
• Ability to review, analyze, and interpret complex tax regulations
• Cross functional team player who can communicate with technical and non-technical teams
• Well organized with high level of accuracy and attention to detail
• Proficient in excel
• Proactive and creative in proposing improvements to processes and procedure

Education

Bachelor’s Degree in Finance, Accounting or Business required

Master’s Degree in Finance or Accounting preferred

The Payroll Tax Specialist is an integral position on our payroll tax team supporting our small business clients with their required tax filings utilizing our proprietary payroll tax software.

Requirements:

• Accurately submit current and prior tax deposits
• Coordinate and review client tax filing reports
• Analyze balances and reconcile client tax deposits utilizing employee ACCs
• Analyze balances and client filing reports utilizing employee ACCs
• Determine corrective actions by working within Tax and other supporting departments such as Banking, Operations, Conversion, and Implementation
• Display core values of security, teaching and learning, teamwork, and helpfulness
• Communicate resolutions to supporting departments
• Assist in documentation and maintenance of procedures
• Enroll clients for TPA access
• Participate in quarterly and yearend processing
• Special projects as assigned

Qualifications:

• Minimum of 2+-years’ experience in payroll or payroll tax or tax with proven proficiencies
• Excellent communication skills
• Ability to organize and multi-task
• Ability to prioritize and be flexible with changing priorities
• Detail oriented
• Math and accounting proficiency
• Proficient in MS Office

Education:

Bachelor’s Degree in Business Administration or related field preferred

• Determine operational objectives by studying business functions; gathering information; evaluating output requirements and formats
• Improve systems by studying current practices; designing modifications
• Recommend controls by identifying problems; writing improved procedures
• Define project requirements by identifying milestones, phases, Epics, Features, and User Stories.
• Work with Stakeholders to document and plan releases.
• Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions
• Conduct Research, client and staff interviews and develop Proposals to address business and product opportunities.
• Defines application problem by conferring with clients; evaluating procedures and processes.
• Develops solution by preparing and evaluating alternative workflow solutions.
• Meet and coordinate with internal and external stakeholders to establish project scope, system goals, and requirements
• Work with stakeholder to plan and implement releases of new applications and application updates.
• Work with QA to define and coordinate the execution of testing procedures and test cases to serve the overall quality assurance process
• Develop, analyze, prioritize, and organize requirement specifications, data mapping, diagrams, and flowcharts for developers and testers to follow
• Implement best practices for scalability, supportability, ease of maintenance, security and system performance
• Study and documentation of existing applications.
• Review and refine user improvement suggestions.
• Screen mockup, review and design based on organizations UI standards.
• Review Help Desk submissions and assist in the refinement of issues, cause and solution.
• Create User Guides, Release Documentation and Knowledge Base material as needed.

Requirements:

• Bachelor's Degree in appropriate field of study or equivalent work experience
• Agile SDL, Microsoft DevOps and Aha! experience a plus.
• Ability to impact operations and effect change without being confrontational
• Detail oriented, analytical and inquisitive
• Ability to work independently and with others
• Strong verbal and written communications skills a must.
• Extremely organized with strong time-management skills
• Experience installing, configuring, documenting, testing, training, and implementing new applications and systems a plus.
• Proven ability to assess business needs and translate them into relevant solutions
• Possess an understanding of current UX/UI design principles.

Business Development Associate, M&A will provide support to ConnectPay’s M&A strategy with astute market analysis of payroll services businesses. The position will work with Senior Management, Sales, Operations, and Finance to support and execute strategies and actions that enhance acquisition opportunities and ensure long-term sustainable revenue growth for the company. The successful individual will have a key role in all aspects of M&A including deal sourcing, due-diligence, negotiations, legal documentation, transaction closing and successful onboarding.

Requirements:

• Work closely and collaboratively with the President to develop and implement appropriate prospecting strategies
• Develop a process to analyze a prospect payroll services seller’s business goals and utilize business acumen and strategic planning to solidify the value proposition of an acquisition/merger with ConnectPay
• Participate in functional area training for first 180 days in role to gain and understand industry and company dynamics and structure
• Conduct high volume prospecting to qualify leads through calls, emails, networking and social media
• Develop and manage relationships with referral sources and key sources of influence
• Schedule business assessments and discovery meetings to further assess a prospect’s business and potential for an acquisition/merger with ConnectPay
• Think creatively to assist in the development of an acquisition strategy that focuses on the sourcing and engagement of new opportunities and grow indirect sales revenue
• Close new business at or above quota level by identifying payroll service bureau sellers who are willing to invest their time in migrating to our software platform, services and training
• Work with product, marketing and technology departments to execute sales strategy as the firm introduces enhancements to existing solutions and/or releases new products
• Bring your thinking, strategies, and ideas to advance our company’s values, unique culture, and vision for the future
• Track sales pipeline and bookings against quota and other metrics
• Lead and manage the acquisition deal processes to include market analysis, prospecting, deal sourcing, due diligence, negotiations, legal documentation, deal execution, transaction closing and post-acquisition business integration
• Track business trends & market research, identify new market opportunities and help develop/track metrics for assessment of growth opportunities
• Adhere to ethical and integrity standards

Qualifications:

• 2 +years of progressive experience in financial services business development or client operations.
• Preferred experience with acquisition planning, deal sourcing and execution with a firm in the human capital management, payroll services, banking, private equity or related industries
• Preferred experience managing and closing acquisition deals
• Strong interpersonal skills (written and verbal); ability to manage conflicting deadlines; critical thinker but with sense of urgency and for action; strong ethical compass & emotional intelligence
• Ability to critically analyze and process high volumes of information and adapt to changing demands all while managing priorities; good listener who can glean value from differing viewpoints
• Effective presentation abilities; strong analytical and evaluation skillset; ability to process differing ambiguous data and synthesize
• Professional network of business relationships to support deal sourcing
• Commitment to team-based environment
• Proven ability to manage priorities and maintain integrity in fast-paced challenging environment
• Strong credibility, candor and good ability to speak directly even when posing dissenting viewpoint

Education:
• Bachelor's degree in Finance or Business, preferred
• 2 to 5 years of professional work experience

Join our dynamic startup, recently named among the “Fast 50”- fastest growing private companies in Massachusetts by the Boston Business Journal. This entry-level position services our client’s payroll and data management needs, resolves payroll discrepancies, offers payroll tax information, all while maintaining client and employee confidentiality. Customer Service Experience and/or Payroll experience preferred, but not required. Training is provided.

Key Responsibilities:

· Review and process payroll across multiple states.

· Maintain meticulous attention to detail, accurately complete tasks under deadline.

· Update and maintain CRM system.

· Initiate ongoing client enrollment, education and onboarding.

· Effectively handle in-bound calls in a timely and friendly manner.

· Maintain confidentiality and acting with integrity while handling sensitive information.

· Perform other duties as assigned.

Qualifications:

· Ability to work with web-based applications.

· Excellent organizational and time management skills.

· Articulate communicator in a variety of settings.

· Extraordinary attitude with client service orientation.

· Ability to prioritize information by analyzing critical issues and drawing accurate conclusions.

· Act with professionalism and urgency.

· Operate a 10-key with speed and accuracy.

· Knowledge of bookkeeping or payroll functions helpful.

· Payroll Certification (FPC or CPP) a plus.

· Associate’s degree or equivalent.

ConnectPay offers a competitive benefits package, including life, health, dental and vision insurance, 401(k) retirement, and tuition reimbursement. Job Type: Full-tim

ConnectPay, a fast-growing payroll company outside of Boston, is looking for a Business Development Associate focused on prospecting and lead generation to join our team.

ConnectPay is currently looking for a motivated Business Development Associate who gets a thrill out of finding new prospects and opening doors for new sales opportunities. A successful candidate will be skilled at prospecting and lead generation via multiple channels (e.g., LinkedIn Sales Navigator, cold calling, cold emailing, following up on inbound leads). We are seeking someone who is unafraid of cold outreach and is creative and persistent in their efforts. A successful candidate will thrive in our fast-paced and entrepreneurial environment. This role requires close collaboration with our Acquisitions team to help schedule appointment with potential M&A opportunities for our company.

Key responsibilities include:

• Generate massive top-of-the-funnel activity by sourcing new prospects and converting inbound leads to high value meetings.
• Work independently to prospect, generate, and qualify new
• Organize customer meetings and presentations with qualified
• Maintain prospect and customer data and activities in our CRM
• Collaboratively work with the ConnectPay team to develop new lead generation
• Develop and maintain a high level of knowledge about ConnectPay products and industry
• Regularly update the team on prospecting and lead generation KPIs (e.g., number of qualified meetings).

What we’re looking for. We care about the usual items (e.g., education, work experience, technical skills); these are the fundamentals that you’ll see below. We also care deeply about who you are as a person – your values, soft skills, and attitude towards working amidst constant change and challenge. If you are someone who wants to figure out new ways of doing things and not just follow a predefined formula, then REACH might be the place for you!

Qualifications

• Bachelor’s degree required
• 1-3 years of successful inside sales experience
• Proven track record of prospecting, lead generation, and lead hand-off
• Demonstrated success at building a list of prospects from scratch
• Excellent written and verbal communication
• Attention to detail and exceptional organizational skills
• Comfortable working in a CRM
• Proficient in Microsoft Word, PowerPoint, and Excel
• Proficient with LinkedIn Sales Navigator
• Bonus if you have working knowledge of the payroll industry
• Must be authorized to work in the US.

Benefits

• Medical coverage including health, dental, vision, life insurance, and matching 401(k) after a year.
• Scaling PTO
• Hybrid schedule
• Flexible schedule with most working hours during business hours in eastern time

ConnectPay is searching for an entrepreneurial Account Executive to join our Field Sales team. The Account Executive will research and prospect small businesses, create outreach strategies, and identify payroll solution opportunities. As an AE, you will conduct exploratory conversations with potential small businesses and use your business acumen to identify how ConnectPay could successfully position our value proposition to business owners. This position offers a base salary and commission.

Requirements:

• Work closely and collaboratively with our Sales Leaders and to identify business and market opportunities.
• Assist with research, data gathering and analysis for direct sales and product integration activities.
• Conduct high volume prospecting to qualify leads through calls, emails, and social media.
• Conduct needs qualification calls with specific prospects as assigned.
• Schedule initial meeting with Sales Leaders to further assess a prospect's potential for ConnectPay’s products.
• Build and maintain the prospect pipeline, competitor database and closed deals.

Qualifications:

• 1+ years’ experience in an inside sales or outside sales role preferred.
• A track record of high achievement.
• Excellent written and verbal communication skills.
• Previous successful sales experience or a strong desire to begin a sales career.
• The ability and desire to work in a fast-paced, challenging environment.
• The desire to meet and exceed measurable performance goals.
• Are naturally curious and passionate.
• A keenly developed competitive nature.
• Highly self-driven sense of motivation.
• The ability to deal with and thrive on objections and rejection daily.
• Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas a plus.

Education

• Bachelor’s degree in finance, marketing, or related field

ConnectPay is searching for an entrepreneurial Account Executive to join our Field Sales team. The Account Executive will research and prospect small businesses, create outreach strategies, and identify payroll solution opportunities. As an AE, you will conduct exploratory conversations with potential small businesses and use your business acumen to identify how ConnectPay could successfully position our value proposition to business owners. This position offers a base salary and commission.

Requirements:

• Work closely and collaboratively with our Sales Leaders and to identify business and market opportunities.
• Assist with research, data gathering and analysis for direct sales and product integration activities.
• Conduct high volume prospecting to qualify leads through calls, emails, and social media.
• Conduct needs qualification calls with specific prospects as assigned.
• Schedule initial meeting with Sales Leaders to further assess a prospect's potential for ConnectPay’s products.
• Build and maintain the prospect pipeline, competitor database and closed deals.

Qualifications:

• 1+ years’ experience in an inside sales or outside sales role preferred.
• A track record of high achievement.
• Excellent written and verbal communication skills.
• Previous successful sales experience or a strong desire to begin a sales career.
• The ability and desire to work in a fast-paced, challenging environment.
• The desire to meet and exceed measurable performance goals.
• Are naturally curious and passionate.
• A keenly developed competitive nature.
• Highly self-driven sense of motivation.
• The ability to deal with and thrive on objections and rejection daily.
• Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas a plus.

Education

• Bachelor’s degree in finance, marketing, or related field

ConnectPay is searching for an entrepreneurial Account Executive to join our Field Sales team. The Account Executive will research and prospect small businesses, create outreach strategies, and identify payroll solution opportunities. As an AE, you will conduct exploratory conversations with potential small businesses and use your business acumen to identify how ConnectPay could successfully position our value proposition to business owners. This position offers a base salary and commission.

Requirements:

• Work closely and collaboratively with our Sales Leaders and to identify business and market opportunities.
• Assist with research, data gathering and analysis for direct sales and product integration activities.
• Conduct high volume prospecting to qualify leads through calls, emails, and social media.
• Conduct needs qualification calls with specific prospects as assigned.
• Schedule initial meeting with Sales Leaders to further assess a prospect's potential for ConnectPay’s products.
• Build and maintain the prospect pipeline, competitor database and closed deals.

Qualifications:

• 1+ years’ experience in an inside sales or outside sales role preferred.
• A track record of high achievement.
• Excellent written and verbal communication skills.
• Previous successful sales experience or a strong desire to begin a sales career.
• The ability and desire to work in a fast-paced, challenging environment.
• The desire to meet and exceed measurable performance goals.
• Are naturally curious and passionate.
• A keenly developed competitive nature.
• Highly self-driven sense of motivation.
• The ability to deal with and thrive on objections and rejection daily.
• Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas a plus.

Education

• Bachelor’s degree in finance, marketing, or related field

ConnectPay is searching for an entrepreneurial Account Executive to join our Field Sales team. The Account Executive will research and prospect small businesses, create outreach strategies, and identify payroll solution opportunities. As an AE, you will conduct exploratory conversations with potential small businesses and use your business acumen to identify how ConnectPay could successfully position our value proposition to business owners. This position offers a base salary and commission.

Requirements:

• Work closely and collaboratively with our Sales Leaders and to identify business and market opportunities.
• Assist with research, data gathering and analysis for direct sales and product integration activities.
• Conduct high volume prospecting to qualify leads through calls, emails, and social media.
• Conduct needs qualification calls with specific prospects as assigned.
• Schedule initial meeting with Sales Leaders to further assess a prospect's potential for ConnectPay’s products.
• Build and maintain the prospect pipeline, competitor database and closed deals.

Qualifications:

• 1+ years’ experience in an inside sales or outside sales role preferred.
• A track record of high achievement.
• Excellent written and verbal communication skills.
• Previous successful sales experience or a strong desire to begin a sales career.
• The ability and desire to work in a fast-paced, challenging environment.
• The desire to meet and exceed measurable performance goals.
• Are naturally curious and passionate.
• A keenly developed competitive nature.
• Highly self-driven sense of motivation.
• The ability to deal with and thrive on objections and rejection daily.
• Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas a plus.

Education

• Bachelor’s degree in finance, marketing, or related field

Responsibilities:

• Provides administrative support to Leadership and corporate departments
• Meets and escorts visitors to appropriate meeting
• Office Duties to include answering and routing phone calls, delivering mail, preparing mail for UPS or post office
• Prepares Welcome Packet for orientation
• Business Card Ordering
• Order Office Supplies
• Schedules and Coordinates meetings i.e. booking conference room, assembling materials, food and beverage
• Ensures that the office is well-organized and maintained
• Makes travel arrangements for meetings in Foxboro and other company locations
• Assists with special projects.

Requirements:

• Bachelor's degree preferred
• 1 + years administrative experience supporting multiple individuals
• Highly proficient in MS Word, Excel, PowerPoint and Outlook
• Excellent communication and organization skills
• Professional demeanor

CP is seeking a motivated payroll and tax professional with excellent customer service and technical skills to effectively onboard clients.

Together with our sales, integration and tax teams, the onboarding tax specialist is responsible for ensuring client satisfaction and retention through timely implementation of payroll solutions. The tax onboarding specialist will use a combination of tax knowledge, exceptional customer service skills and project management to ensure an onboarding experience superior to any other.

Requirements:

• Together with team members, manages project plans to ensure client deliverables and launch dates are met.
• Manage task list around implementation of payroll and additional services to ensure deadlines are met.
• Monitor implementation process for potential issues and escalates issues as needed to ensure the client's needs are met and the implementation process schedule is maintained.
• Coordinate and review client conversion documentation, deposits and filings for all affected quarters.
• Assist new clients through ConnectPay implementation, ensuring the client’s employee demographic information and payroll figures reported accurately.
• Deep understanding of fringe benefits, pretax plans, and deferred compensation and the affect they have on payroll data and conversion.
• Deep understanding of state tax enrollment process and the ability to communicate effectively to client to ensure timely future tax payments.
• Proactively communicates any balance issues, develops resolution plan and notifies client of any advice of debit as applicable.

• Provides client with Quarterly Wage and Tax Register to ensure client information is recorded properly for W2 purposes.
• Utilizes current processes, tools and systems to enter and submit current and prior quarter tax liability and tax deposit information
• Prepares clients for post-implementation self-sufficiency by delivering ConnectPay system training as part of the Implementation process.
• Contributes to the evolution and improvement of the onboarding process by providing feedback and sharing ideas that will increase client satisfaction, drive efficiency or enhance our technical capability.
• Builds solution, customer and industry knowledge by leveraging the appropriate internal and external resources.
• Adheres to company and departmental policies with the ability to firmly explain such policies to teammates and clients.
• Provides training to new and current clients. Provides recommendations to clients as to how they can best use ConnectPay and their partners.
• Complete all necessary conversion, training and tax enrollments in order to provide a seamless transition to Client Service Team.
• Provide weekly reporting as required by ConnectPay.
• Assist in documentation and maintenance of procedures

Qualifications:

• Bachelor's college degree or equivalent education/business experience.
• 1-3 years of experience in delivering payroll services, including payroll tax, with strong business process knowledge related to payroll services.
• Client onboarding and/or payroll tax enrollment experience.
• Strong technical aptitude and capabilities.
• Passion for delivering exceptional customer service and problem-solving skills.
• Strong attention to detail and time management skills, including the ability to manage multiple projects at one time.
• Excellent written and verbal communication skills.

Join our dynamic startup, named among the “Fast 50”- fastest-growing private companies in Massachusetts by the Boston Business Journal. This position services our client’s payroll and data management needs, resolves payroll discrepancies, offers payroll tax information, all while maintaining client and employee confidentiality. Customer Service Experience and/or Payroll experience preferred. Training is provided.

Key Responsibilities:

• Review and process payroll across multiple states.
• Maintain meticulous attention to detail, accurately complete tasks under deadline.
• Update and maintain CRM system.
• Initiate ongoing client enrollment, education and onboarding.
• Effectively handle in-bound calls in a timely and friendly manner.
• Maintain confidentiality and acting with integrity while handling sensitive information.
• Perform other duties as assigned.

Qualifications:

• Ability to work with web-based applications.
• Excellent organizational and time management skills.
• Articulate communicator in a variety of settings.
• Extraordinary attitude with client service orientation.
• Ability to prioritize information by analyzing critical issues and drawing accurate conclusions.
• Act with professionalism and urgency.
• Operate a 10-key with speed and accuracy.
• Knowledge of bookkeeping or payroll functions preferred
• Payroll Certification (FPC or CPP) is a plus.
• Associate’s degree or equivalent.