Integration Manager
Core
Manage and facilitate payroll data integrations for clients, leading the design and implementation of new EDI integrations between recordkeeping systems and client payroll providers.
Role type
Senior Integration Manager (Financial Services)
Builds
Full-cycle (360°) data exchange between Principal's recordkeeping systems and client payroll providers
Domain
Financial Services / Payroll / Recordkeeping
Required skills
Payroll integration setup and configuration, EDI integration design, FTP connection configuration, Data parsing and formatting, Root-cause analysis, Cross-functional coordination, Advanced Excel (macros, VLOOKUP, Pivot tables), Change management
Preferred skills
Accounting and record-keeping processes, Retirement plans and products knowledge
Technologies
FTP, Fixed and CSV file formats, Microsoft Excel, EDI
Responsibilities
Lead the integration and onboarding of new payroll providers, Perform quality assurance reviews to ensure payroll integrations are accurate, Mentor and support new team members, Conduct root-cause analysis and coordinate with internal teams and external payroll providers, Configure outbound FTP connections and handle diverse inbound file formats, Support ongoing 401(k) 360 integration projects
Seniority
Senior, hands-on IC
