Implementation Consultant - Spending Accounts

Overview

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Rochester, NY / Meridian,  / Schaumburg, IL location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

As an Implementation Consultant I, you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team.

This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills.

• Act as our clients’ trusted advisor, ensuring exceptional customer experiences throughout the implementation process. This includes facilitating meetings and maintaining communication throughout the lifecycle of the implementation.
• Provide a smooth transition and post-implementation support as needed, including system maintenance and issue resolution based on client feedback.
• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.
• Collaborate with clients to gather and analyze business requirements related to specific HCM functions (e.g., payroll, HR, time, and labor).
• Review with the client the configuration of the system to ensure alignment with needs and expectations for optimal utilization.
• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.
• Troubleshoot and resolve implementation-related matters, escalating critical concerns to appropriate teams when necessary.

• 1+ year of Customer Service or customer interfacing role
• 1+ year of HCM implementation experience preferred
• High school Diploma required;
  Bachelor’s degree preferred
• Client-centric approach with excellent interpersonal verbal and written communication skills and a strong customer-focused mindset
• Proficiency in Microsoft Office (emphasis on Excel) and ability to adapt quickly to new software platforms; experience with Excel functions including VLOOKUP, Pivot Tables, data manipulation and analysis
• Resourcefulness and problem-solving abilities to overcome obstacles and meet project requirements
• Project management skills to handle multiple projects, prioritize tasks, manage timelines, and ensure deliverables are met on time

• Ability to sit for extended periods (typically 7-8 hours a day)
• Use of computer and phone systems; ability to operate a computer, use phone systems, and type across multiple software programs

Paylocity is an equal opportunity employer. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. We believe diversity makes us better and actively cultivate differences through ERGs, employee experiences, perspectives, talents, and approaches to drive innovation.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact . This email address is exclusively designated for such requests; please do not send resumes to this address, as they will be removed.

Compensation The base pay range for this position is $47,000 - $57,000/yr; base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits as outlined on the Paylocity careers site. Applicants should apply via