Implementation Consultant II - PHI - Paylocity Finance

Job Type

Full-time

Description 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.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

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!

Position Overview 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. In this role, you will work closely with customers to ensure a smooth onboarding experience for accounting/finance admins and non-admin employee end users.

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 software.
• Collaborate with clients to gather and analyze their business requirements and advise customers on how best to integrate Airbase with their ERP, bank accounts, HRIS, ticketing, SSO, CLM, and other procurement tools
• 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 best practices, process improvements, and change management strategies.

Education And Experience

• 2+ years of Customer Service or Customer interfacing role OR 2+ years of Implementation (ERP, Procure-to-Pay, or SaaS preferred) or Project management experience
• Bachelor’s Degree required
• Ability to translate highly technical information for audiences with varying degrees of technical knowledge.
• 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