PS Account Manager

Ultimate Software is seeking a customer focused, highly energetic, and experienced individual to join our Payment Services Team as an Activations Account Manager. Payment Services strives to deliver exceptional quality service and effective communications with our customers. This role is responsible for managing new customer activation projects, while exceeding our customers' expectations. This individual has a strong passion for people, building relationships, and accurate implementations. This individual will report to the Sr. Manager Activations, Payment Services.

Here at Ultimate Software, we truly put our people first. We strongly believe in teamwork, and we encourage and trust our people to reach higher, learn more, and live up to their potential. Ultimate is ranked #1 on Fortune's "Best Places to Work in Technology" for 2017 and #7 on the "100 Best Companies to Work For" list in 2017. Ultimate is also ranked #1 on the Fortune's "100 Best Workplaces for Millennials" for 2017 and #5 on its "50 Best Workplaces for Diversity" list for 2016.

Essential Duties and Responsibilities: (other duties may be assigned)

  • Manage customer activation projects
  • Complete assigned project tasks, as outlined in the Payment Services customer activation plan
  • Responsible for the overall success of the Payment Services activation project and customer satisfaction
  • Conduct an analysis of customer tax filing requirements
  • Partner with customers to ensure required legal and Payment Services forms are signed and filed with appropriate taxing authority
  • Partner with Support and internal teams to update and maintain core customer profile data for existing customers
  • Develop strong relationships with new customers and alignment with our internal payroll partners
  • Ensure that all customer current period and prior period data is entered and balanced in the UltiPro Tax filing system
  • The accurate and timely capture of customer tax-ids, deposit frequencies, and employer specific tax rates with sufficient documentation to enable USG to defend its actions with third parties without further contact from our customers
  • Partner with customer and WP/ENT Activation teams to ensure Payment Services live date is met
  • Monitor customer through the activation process and transition to the Named Tax Representative within the Payment Service organization. Participate in customer turnover to Payment Services support team as needed
  • Partners with existing customers to assist with re-organization changes and identify tax filing requirements for mergers & acquisitions, successor/predecessor, Common Pay Agent or Common Pay Master change projects
  • Provide backup to Payment Service Support team and after hours work, as necessary

Required Qualifications/Skills

  • Must be able to manage in an organized, proactive and independent manner to meet all required time frames and commitments
  • Strong oral and written communication skills
  • Excellent customer service skills
  • Proficiency with Microsoft Office applications such as Word, Excel, and PowerPoint
  • Proven project management skills

Preferred Qualifications/Skills:

  • 2+ years of payroll and payroll tax industry experience
  • 2+ years in a customer facing role
  • 2-5 years of service or product implementation experience preferred
  • 3+ years United States multi-state and local payroll tax filing experience
  • 3-5 years garnishment experience preferred
  • Experience with tax filing requirements for mergers & acquisitions, successor/predecessor, Common Pay Master, or Common Pay Agent required
  • Experience with Canada tax filing a plus
  • Process/operational excellence experience is a plus
  • UltiPro experience is a plus
  • Previous experience using Master Tax and payroll tax software is a plus

Interpersonal Skills:

  • Highly motivated and team oriented
  • Ability to solution problems of diverse scope where analysis of data requires evaluation of identifiable factors
  • Ability to exercise judgment within broadly defined practices and policies in selecting methods and techniques for obtaining solutions


  • Bachelor degree in Business, Accounting, Computer Science or a related field or equivalent work experience will be considered
  • Certified Payroll Professional (CPP) designation is desirable

Travel Requirement: None or Limited Travel upon request

This job description has been written to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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