Intake Coordinator

About the role

The Implementation Intake Coordinator serves as the primary administrative and operational link between Sales, Implementation, Tax, and Operations during the onboarding of new clients. This role is responsible for reviewing newly sold business, ensuring complete and accurate documentation, coordinating internal handoffs, and supporting a smooth transition from sales to implementation. The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while maintaining exceptional communication with both internal teams and clients. In addition to implementation responsibilities, this position will be cross-trained on MP's distribution processes and will serve as a backup resource for payroll distribution activities in the Beverly office during planned absences, vacations, or other business continuity situations. This is a 100% in-office position located in Beverly, Massachusetts.

Responsibilities

• Implementation Intake & Client Onboarding
• Review all newly sold business to ensure contracts, pricing, approvals, and required documentation are complete prior to implementation kickoff.
• Serve as the primary liaison between Sales and Implementation during the client transition process.
• Coordinate and facilitate new client handoff meetings.
• Monitor intake workflows and escalate issues that may delay implementation timelines.
• Maintain accurate implementation records within Salesforce and other internal systems.
• Partner with implementation consultants to ensure clients are properly prepared for onboarding activities.
• Client Documentation Management
• Work directly with clients to obtain outstanding payroll, tax, banking, and employee-related documentation required for implementation.
• Follow up proactively on missing information to keep implementations on schedule.
• Review submitted documentation for completeness and accuracy.
• Maintain implementation checklists and onboarding documentation throughout the client setup process.
• Tax & Banking Coordination
• Partner with the Tax Department to obtain federal, state, and local tax registration documents.
• Coordinate collection of ACH authorization forms, banking information, and tax filing authorizations.
• Track outstanding tax and banking requirements and ensure timely completion.
• Assist with administrative tasks related to client tax account setup and maintenance.
• Cross-Functional Support
• Build strong working relationships across Sales, Implementation, Tax, Service, and Operations teams.
• Communicate implementation status updates and outstanding action items to internal stakeholders.
• Assist with special projects, process improvement initiatives, and departmental administrative tasks as assigned.
• Support continuous improvement efforts designed to enhance the client onboarding experience.
• Distribution Backup & Business Continuity
• Complete training on MP's payroll distribution processes, systems, and procedures.
• Serve as a backup resource for payroll distribution activities in the Beverly office when primary staff are unavailable.
• Assist with printing, packaging, shipping, and distribution of payroll materials as needed.
• Support business continuity efforts to ensure uninterrupted client service during staffing absences or emergencies.

Requirements

• Associate's or Bachelor's degree preferred; equivalent work experience will be considered.
• 2+ ye

Benefits

Additional Information

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity:

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