Employee Success Partner

Reports to:  Chief Financial Officer | FLSA: Full-Time, Exempt (Salary)

Summary

The Employee Success Partner plays a critical role in delivering a consistent, compliant, and people-focused experience across the employee lifecycle. Reporting to the CFO, this role ensures policies, systems, and support processes function in a way that empowers staff and promotes success. The Employee Success Partner owns key HR operations, including onboarding, benefits administration, compliance, and coordination of internal systems, while serving as a trusted point of contact for employee-related questions. This role contributes to a culture that values transparency, equity, and accountability and collaborates across departments to support SourcePoint’s mission and team.

A collaborative, team-based approach is essential to agency-wide success.

Essential Job Functions

Recruitment, Onboarding, and Retention

• Partner with leadership to align recruitment and retention strategies with agency needs.
• Coordinate onboarding for new hires, ensuring a welcoming, well-supported transition.
• Oversee onboarding-related volunteer activities in collaboration with the Volunteer Engagement Specialist.

Payroll Coordination and Compliance

• Collaborate with the Operations Specialist to ensure accurate payroll processing; perform final review following the Quality Improvement Manager’s review.
• Provide payroll data to the accounting team for monthly journal entries.
• Assist with the preparation of the annual payroll budget.
• Coordinate with vendors to support payroll tax and regulatory filings.
• Support workers’ compensation reporting and processes.

Employee Benefits Support

• Serve as employee resource on benefits questions throughout the year.
• Coordinate annual open enrollment process and communication.
• Maintain Cafeteria 125 documentation.
• Support accurate administration of retirement plans and annual audits.
• Collaborate with the CFO and brokers on plan selection.

Compliance and HR Administration

• Maintain the agency’s pay scale and contribute to market benchmarking.
• Oversee annual performance appraisal process.
• Update personnel policies in response to organizational or legal changes.
• Maintain personnel files in accordance with retention requirements.
• Ensure compliance with ADA, FMLA, COBRA, OSHA, wage & hour, workers’ compensation, and other applicable laws.
• Submit filings (e.g., EEOC, OSHA, Dept. of Labor) as required.

Volunteer Program Collaboration 

• Partner with the Volunteer Engagement Specialist on policy alignment and onboarding consistency.
• Support recognition planning and related efforts as needed.
• Participate in volunteer planning and discussions.

Risk Management & Security

• Document staff and volunteer incidents; contribute to safety and prevention planning.
• Update emergency and business continuity procedures annually.
• Assist with insurance renewals and compliance documentation.

Employee Relations and Support

• Provide employees and supervisors with clear guidance on HR policies and procedures.
• Support conflict resolution and employee coaching, maintaining confidentiality and discretion.
• Deliver compliance-related training as needed.
• Contribute to staff and leadership development efforts, including Staff Development Day, Lunch & Learns, and internal roundtables. 

Committees 

• Chair the TIDE Committee.
• Serve as resource to Wellness, Safety, and Communications Committees.

HIPAA Security Officer Responsibilities

• Ensure HIPAA security compliance related to group health plan.
• Conduct risk assessments and coordinate breach response protocols.
• Maintain records and provide training for ePHI handling.

Education & Experience

• Bachelor’s degree in HR or related field. 
• 5+ years of experience in an HR generalist or partner role. 
• Familiarity with benefits, compliance, and policy work. 
• Strong knowledge of employment laws and compliance requirements, including ADA, FMLA, wage & hour, workers’ compensation, OSHA, and document retention standards.
• Comprehensive understanding of benefits administration, payroll tax obligations, and related regulatory reporting.

Required Skills & Abilities

• Excellent communication and writing skills.
• Strong knowledge of employment law and HR compliance.
• Comfort with HRIS and payroll systems.
• Highly organized, detail-oriented, and collaborative.
• Discretion and professionalism in confidential matters.
• Ability to navigate sensitive situations with empathy and consistency.
• Demonstrated ability to work collaboratively across departments, fostering open communication, building trust, and supporting a cohesive, team-oriented culture that contributes to organizational success. Must be comfortable engaging with staff across the organization and promoting visibility and connection through informal interactions.

Working Conditions

• Ability to remain stationary for extended periods.
• Occasional physical activity including lifting up to 20 pounds.
• Valid driver’s license for local travel.
• Flexibility to attend outdoor events and meetings.

Other

In our small and dynamic organization, the Employee Success Partner must be adaptable and responsive to evolving needs. Additional responsibilities may arise as required.

A Final Note

At SourcePoint, we value diverse backgrounds and experiences. If you meet many – though not necessarily all – of the listed qualifications, we still encourage you to apply. We’re always interested in learning what you can bring to the team.