Reports to: Chief Financial Officer

FLSA Status: 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 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.

Required Skills and 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. 

Education and 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

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.