Business Process Specialist

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Peoplease

Business Process Specialist

Orlando, FL
Full Time
Paid
  • Responsibilities

    About Peoplease

    Peoplease is a leading Professional Employer Organization (PEO) providing solutions to small and medium-sized businesses in the blue and gray-collar industries. We enable our clients and partners to achieve their aspirations by offering world-class service and administrative solutions in payroll, human resources, benefits, and risk management. At Peoplease, we foster a culture of inclusion and belonging, driven by our core values: Engagement, Integrity, Tenacity, Curiosity, Happiness, and a Service-obsessed mindset.

    Position Summary

    We are seeking a detailed-oriented Business Process Specialist to manage our Customer Relationship Management (CRM) platform, ClientSpace. This role will be part of a team dedicated to process improvement, product management, and project oversight, ensuring that our CRM aligns with business objectives and enhances operational efficiency.

    The ideal candidate has experience with ClientSpace and PrismHR, and a strong understanding of business processes related to Professional Employer Organizations (PEOs). This individual will be responsible for data integrity, workflow configuration, end-user, and CRM optimization to drive business success.

    Essential Duties and Responsibilities

    • Drive CRM Adoption - Identify opportunities to maximize ClientSpace utilization across enterprise departments.
    • Reporting & Analytics - Define and execute organizational reporting needs, ensuring data-driven decision-making.
    • Drive CRM Adoption - Identify opportunities to maximize ClientSpace utilization across enterprise departments.
    • Reporting & Analytics - Define and execute organizational reporting needs, ensuring data-driven decision-making.
    • Process Improvement – Develop and maintain CRM workflows to support enterprise-wide process enhancements.
    • Project Collaboration - Lead side projects with internal stakeholders to improve system functionality and efficiency.
    • CRM Administration – Oversee daily ClientSpace administration, including user accounts, security settings, and permissions.
    • Customization & Configuration – Customize fields, workflows, reports, and dashboards to align with business needs.
    • Data Integrity - Ensure data accuracy through regular audits and manage data imports/exports.
    • Technical Support & Training - Provide technical assistance, troubleshoot issues, and train users to enhance end- user experience.
    • Project Management - Participate in project planning and execution to support organizational initiatives.
    • Vendor Management - Assist with vendor coordination as needed.

    Qualifications (Knowledge, Skills, and Abilities)

    • 2+ years of experience in a Professional Employer Organization (PEO) environment
    • Familiarity with CRM and/or HRIS configuration and administration
    • Hands-on experience with ClientSpace and PrismHR
    • ClientSpace Advanced Admin certification (preferred but not required)

    Physical Demands and Work Environment

    The role requires regular communication and occasional travel to support the distributed workforce. The role will primarily function indoors but may involve working in varying temperatures or outdoor environments as needed.