Delivers company training programs and workshops to employees and managers. Monitors the effectiveness of training on employees using individual or group performance results. Collects feedback on sessions from attendees to use for future improvements to content and presentation. Contributes to new training program design and existing program enhancements. Develops and creates training agendas, content, curriculum, and training aids.

Requirements:

• Design and deliver modern sales, customer service and other training programs as needed within budget limitations
• Evaluate strengths and weaknesses in functional areas to identify and clarify department training needs
• Maintain training material and related curriculum, contributing to the ConnectPay knowledge base
• Recommend client-facing blogs and webinars, partnering with the marketing team
• Choose the most appropriate training method per case e.g. classroom, field-based, on-the-job training, webinars, videos
• Continuously evaluate and improve sales team, customer service and other programs performance to ensure incorporation of taught techniques
• Monthly, or as requested, report on training program effectiveness and adoption
• Create an open-communication climate with stakeholders and managers and gather preferences for training curriculum and delivery methods.
• Stay current with employee training and development trends and industry, state, and federal compliance requirements

Qualifications:

• 2+ years work experience as a training specialist or training coordinator
• Knowledge of learning principles and modern training techniques
• Ability to manage the full training cycle
• Proficiency in MS Office
• Understanding of the consultative sales process and/or financial inside sales process
• Excellent communication and high-level presentation skills using PowerPoint
• Strong organizational and influencing skills
• Bachelor’s degree in Education, Human Resources, or relevant field
• Additional certification in training is a plus

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.

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-time

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.

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-time

Join our dynamic startup, named for the fourth consecutive year in 2020, among the “Fast 50”- fastest-growing private companies in Massachusetts by the Boston Business Journal.

With offices just outside Boston, Detroit, Tampa, Milford, CT and Syracuse, NY  ConnectPay is a modern payroll and business services platform highly regarded for connecting to the brokers and trusted advisors of our clients, and supported by what others recognize as the most professional client service team in the industry. This is an opportunity to play a key role in the success and continued growth of our dynamic company.

Position overview:

As a Sales Market Leader this individual will develop a market strategy and drive new business opportunities for the first 3-6 months with a sales quota.  The position will then scale to a coach and mentor role hiring 2-3 sales representatives.

Responsibilities:

• Close new business at or above quota level on our target market of small businesses
• Hire, train, coach and mentor 2-3 Sales Representatives in the Boston market.
• Collaborate with sales leadership on prospecting and lead qualification process.
• Generate ideas for sales contests and partner initiatives.
• Track sales metrics and report data to leadership on a regular basis.
• Meet pre-determined revenue goals.
• Ensure the effective usage of the CRM and other sales applications.

Qualifications:

• Entrepreneurial in nature with a passion for developing business.
• Bachelor’s degree; business and marketing majors preferred.
• 5+ years in a sales management role within the payroll or financial industry preferred.
• Strong written and verbal communication skills.
• Familiarity with data analysis and reporting.
• Positive and enthusiastic.
• Strong leadership skills and the ability to hold sales teams accountable to metrics and revenue goals.

Our Sales Team enjoys:

• Base Salary with accelerating Commission Program
• Quarterly and Annual Bonus Program
• Medical, Dental and Vision benefits, 80% company paid
• Life Insurance, 100% company paid
• 401(k) Retirement plan
• Paid Vacation
• Auto and phone allowance

With offices just outside Boston and Detroit, ConnectPay is a modern payroll and business services platform highly regarded for connecting to the brokers and trusted advisors of our clients and supported by what others recognize as the most professional client service team in the industry. Named among the BBJ’s “Fast 50”- fastest-growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company.

Bachelor’s degree; Business and marketing majors preferred

• Three to five years in a sales representative role; within industry preferred.
• Strong written and verbal communication skills.
• Familiarity with data analysis and reporting.
• Positive and enthusiastic.

Our Sales Reps enjoy:

• Motivating perks ensuring a strong company culture
• Base Salary with accelerating Commission Program
• Quarterly and Annual Bonus Program
• Medical, Dental and Vision benefits, 80% company paid
• Life Insurance, 100% company paid
• 401(k) Retirement plan
• Paid Vacation
• Auto and phone allowance

With offices just outside Boston and Detroit, ConnectPay is a modern payroll and business services platform highly regarded for connecting to the brokers and trusted advisors of our clients and supported by what others recognize as the most professional client service team in the industry. Named among the BBJ’s “Fast 50”- fastest-growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company.

Bachelor’s degree; Business and marketing majors preferred

• Three to five years in a sales representative role; within industry preferred.
• Strong written and verbal communication skills.
• Familiarity with data analysis and reporting.
• Positive and enthusiastic.

Our Sales Reps enjoy:

• Motivating perks ensuring a strong company culture
• Base Salary with accelerating Commission Program
• Quarterly and Annual Bonus Program
• Medical, Dental and Vision benefits, 80% company paid
• Life Insurance, 100% company paid
• 401(k) Retirement plan
• Paid Vacation
• Auto and phone allowance

With offices just outside Boston and Detroit, ConnectPay is a modern payroll and business services platform highly regarded for connecting to the brokers and trusted advisors of our clients and supported by what others recognize as the most professional client service team in the industry. Named among the BBJ’s “Fast 50”- fastest-growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company.

Bachelor’s degree; Business and marketing majors preferred

• Three to five years in a sales representative role; within industry preferred.
• Strong written and verbal communication skills.
• Familiarity with data analysis and reporting.
• Positive and enthusiastic.

Our Sales Reps enjoy:

• Motivating perks ensuring a strong company culture
• Base Salary with accelerating Commission Program
• Quarterly and Annual Bonus Program
• Medical, Dental and Vision benefits, 80% company paid
• Life Insurance, 100% company paid
• 401(k) Retirement plan
• Paid Vacation
• Auto and phone allowance

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 year-end processing
• Special projects as assigned

Qualifications: 

• Minimum of 2+ years’ experience in payroll or payroll tax or tax with proven proficiencies
• Bachelor’s Degree preferred
• 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

The Senior Staff Accountant is an integral member of the finance team. Under the direction of the Controller, prepare and analyze financial reports with an exceptional level of detail and accuracy. A high level of proficiency in Excel is required with accountability to all lines of the business for budgeting and forecasting.

Requirements:

• Prepare and examine accounting records, financial statements, taxes, and other financial reports
• Develop and analyze reporting for business operations and budgets
• Perform audits, ensuring adherence to standard requirements
• Create new processes to improve financial efficiency
• Report analysis and findings to management team
• Monthly, quarterly and year-end closes
• Balance sheet reconciliation
• Journal entries
• Bank reconciliations
• Ad hoc reporting

Qualifications:

• Previous experience in accounting or other related fields
• Fundamental knowledge of GAAP
• Experience with current computer accounting programs and reporting tools
• Detail and deadline-oriented
• Strong analytical and problem-solving skills
• Organization and project planning skills
• High level of proficiency in Excel
• Experience in implementing accounting platforms

Education:

• Bachelor's Degree in Accounting or Finance

The Product Manager, as a member of the Product team, will create simple, delightful product experiences that support our clients’ small businesses. 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.
• Designs and delivers product that minimizes/eliminates the need for documentation and user guides.
• Produces online tutorials that describe features and use a “jobs to be done” approach in describing how the product addresses our clients’ needs.
• 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 delve 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 lifestyle in a related industry 

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

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

The Customer Success Manager leads product adoption by gathering customer requirements and gaining an understanding of current and future products needs for ConnectPay’s small business clients. Functions as a customer advocate by connecting the clients’ wishes to the business’ larger strategy. The CSM is a relationship manager increasing customer retention, solving customer issues, and driving customer satisfaction.

Requirements:

• Initially Participates in the onboarding process of new clients and ancillary products to understand the current customer journey
• Leads as a customer advocate, understanding requirements and identifying gaps in current product and service model
• Responsible for the customer lifecycle as a relationship manager to increase retention, solve issues and drive satisfaction
• Develop a deep understanding of customer issues and forecast industry trends
• Recommend future product upgrades as a student of the small business marketplace
• Manages and tracks customer retention and product adoption
• Leads initiatives in improving customer satisfaction via process improvement plans
• Partner with cross-functional teams to include sales and operations to learn product and ancillary products/services
• Lead as the subject matter expert in developing pricing strategies and product bundles
• Lead the product adoption strategy, planning and execution within the current customer base and for acquisitions
• Drive engagement of adopted solutions through use of DAP and CDP driven campaigns to customers, in partnership with marketing
• Develop and present reporting and analysis of product adoption KPIs that track customer feedback and engagement, self-service, and churn
• Recommend product and process improvements to reduce off-boarding
• Recommend and design product onboarding and service best practices to include workflow and digitization/Enhance product/service onboarding workflow and automation

Qualifications:

• Excellent organization, communication, and presentation skills
• Propensity for building trust and relationships
• Empathy for the small business client
• Ability to analyze market and industry trends to forecast business strategy
• High level of business acumen
• Leadership and influencing skills
• Strategic and “out of the box” thinker
• Financial services or payroll industry preferred
• Bachelor’s Degree required

Want to join a small but fun marketing team? Have a knack for graphic design and a desire to learn? As a Marketing and Design Assistant at ConnectPay your goal will be to use your talents to support all our marketing efforts, from collateral creation to email and blog posting, to maintaining clean marketing data. You already know that a marketer needs to be able to communicate clearly, manage their time efficiently and meet deadlines. You’ll do all this and more when you join us and have some fun while we share the story of how we support Small Businesses in America.

Requirements:

• Website updates & maintenance on the HubSpot platform
• Updating and designing graphics with Adobe Illustrator
• Database and CRM maintenance
• Posting blogs
• Formatting and scheduling email campaigns
• Working with vendors & ordering promotional items
• Running Zoom webinars
• Creating PowerPoint/Google Slides presentations
• Scheduling Subject Matter Experts for video and podcast production

Qualifications:

• 1-2 years’ experience in a graphic design or marketing position
• Portfolio of collateral material used for marketing, sales, or advertising communication
• Organization and coordination skills to deliver projects on time
• Experience using Adobe Illustrator
• Knowledge of color, composition, typography, digital design, and production management

Education:

• Bachelor’s Degree in Business Administration or related field

Responsibilities:

• 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.

Required Experience/Required Skills:

• 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.

The UX/CX Designer position is responsible for optimizing our client interface while designing and building new site experiences. The UX/CX Designer will have an eye for clean yet creative design and possess the business acumen to translate high-level business requirements and UX design/wireframing into interaction flows, page designs and site features transforming ConnectPay’s personal service. Create a best-in-class internal and external user experience, reshaping the small business client experience

Requirements:

• Build the client onboarding site to capture client data to include business systems and key business contact information.
• Build the Connected Payroll client site, with a focus on data capture and profile building, leveraging a clean and modern UI design, using multiple methods building profiles over the client lifecycle. Build the client onboarding site to capture client data to include business systems and key business contact information.
• Proactively identifies common UX elements across project teams and leads shared design solutions where appropriate.
• Design compelling experiences for client users of products, with a deep understanding of touchpoints across the client journey.
• Lead as an agent of change in transforming the client user experience.
• Design with small business clients’ needs for solutions that build product adoption, retention, and client advocacy.
• Working understanding of front-end code format and structure to blend intuitive design concepts with development architecture.
• Create innovative and clean design concepts using industry best practices to enhance functionality and user experience.
• Execute on all phases of the design process from wireframing concepts and mocks to final hand-off to developers and QA.
• Conduct industry and competitive research on UI best practices and solutions to UI challenges.
• Develop technical and business requirements and deliver intuitive and user-centered solutions.
• Translate wireframes into high-quality user interface designs using industry best practices.
• Develop UI wireframes, mockups and prototypes that clearly illustrate how the user interface should function and look.
• Deliver pixel-perfect implementation of design comps across multiple breakpoints to ensure the best UX across various browsers and device form factors.
• Apply design and development best practices including naming conventions, code styling, etc.
• Proactively identify and suggest solutions to resolve user experience problems and friction points.
• Work closely with stakeholder teams during design and development phases to ensure project UI goals and deadlines are met.
• Prioritize and manage multiple projects and deliverables concurrently and efficiently.

Qualifications:

• Previous solid experience in responsive web design & web development technologies and paywall systems.
• UX/UI Front-end development skills - HTML, CSS, JavaScript, and Bootstrap.
• Working understanding of front-end code format and structure to blend intuitive design concepts with development architecture.
• Creative, Self-Motivated, Innovative, Conceptual.
• Solid understanding of the capabilities of web browsers across multiple platforms.
• Proficiency in building cross-browser and cross-device responsive interfaces.
• Strong knowledge of design tools such as Photoshop, Illustrator, Sketch, etc.
• Portfolio demonstrating clean, intuitive, and functional UX CX design.
• Comfortable using web analytics and qualitative data to inform design.
• Excellent communication, presentation, and analytical skills including the ability to communicate design concepts clearly and persuasively across various audiences.
• Experience with code repository tools and concepts such as GitHub.

Education

• Bachelor's degree in User Experience, Web Design, Graphic Design, Computer Science, or related field.
• 3+ years related experience, payroll or banking experience preferred.

ConnectPay is seeking a Full Stack Developer to join its growing IT Staff. The position entails supporting, developing, maintaining and enhancing ConnectPay’s windows, web, web services, and mobile based business software applications, components and database objects using Microsoft .NET technologies. We are looking for highly motivated people that want to continue to develop their skills and knowledge and be part of an IT staff that is striving to produce superior systems. The candidate must have exceptional communication skills, enjoy solving technical problems, and be willing to multitask.

Primary Responsibilities:

• Develop software programs and components using VB.Net, C#, ASP.NET, SQL, XML, HTML, JSON, Typescript, and JavaScript
• Debug, test, and troubleshoot software programs and components
• Collaborate with Operations Staff, Business Analysts, Quality Assurance and Senior Developers to help design new features and resolve problems.
• Utilize .NET methodology to deliver timely and high quality products that exceeds the end user’s expectations
• Learn and research new programming languages, technology, and patterns.
• Follow Agile Payroll Systems’ best practices
• Other duties as assigned

Required Qualifications:

• Bachelor’s Degree in Computer Science, Information Technology, Computer Engineering or related field
• 2+ years of experience with full software development life cycle or equivalent combination of education, experience and / or applicable military experience will be considered
• Experience working with Visual Studio, VB.NET / C#, .NET Framework, ASP.NET, ADO.NET, SQL
• Proficiency with fundamental front end languages such as HTML, CSS, Typescript and JavaScript.
• Familiarity with Angular
• Familiarity with database technology such as MSSQL and NoSQl
• Attention to detail.
• Experience working with Team Foundation Server, SourceSafe or similar source control programs
• Strong technical skills including good understanding of software development methodologies and ability to create comprehensive test plans.
• Able to communicate, cooperate, and participate in team projects while also having the ability to work independently on assigned tasks.
• Have solid understanding of object oriented programming concepts
• Working knowledge of Microsoft Office Suite products
• Proven analytical and problem solving skills
• Ability to meet scheduled task requirements within assigned deadlines
• Excellent organizational and communication skills 

Preferred Qualifications:

• Microsoft Certifications are a plus
• Experience utilizing SQL Server Reporting Services
• Mobile development experience
• Payroll, Accounting, and/or ACH knowledge a plus