Implementation Consultant II - Paylocity Finance
Role details
Job location
Tech stack
Job description
In-Office: This is a 100% in-office role based at our Rochester, NY 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. We are looking for candidates to work EDT/CDT hours., The Implementation Consultant II serves as a strategic partner for clients with moderately complex client needs. You'll lead consultative discovery sessions to design customized system configurations that drive efficiency and maximize value. With a focus on accurate data conversion and seamless client onboarding, you'll balance legacy data, validate configurations, and provide
proactive support throughout implementation. This role requires strong analytical thinking, client relationship skills, and a proven ability to manage multiple priorities in a dynamic environment.
Primary Responsibilities
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process for moderately complex clients. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.
- Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.
- Assist moderately complex 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 their business requirements related to the specific HCM function (e.g., payroll, HR, time, and labor).
- Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.
- 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 the appropriate teams when necessary.
- Provide advice and guidance to assist clients on incorporating HCM best practices, process improvements, and change management strategies
Requirements
- Bachelor's Degree required
- 2+ years of Customer Service or Client interfacing role
- 1+ years of experience in HCM consultation or Benefits, HR, Payroll, Finance, and/or Expense Management
- Knowledge of Paylocity products and process is preferred.
- Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.
- Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs: Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.
- Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.
- Project Management: Ability to independently prioritize tasks and projects based on importance and urgency to ensure timely and efficient completion. Maintain a high-level of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes.
Physical Requirements
- Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
- Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Benefits & conditions
The pay range for this position is $25.00 - $31.00/hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This role is eligible for a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.