Implementation Consultant II - PHI

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.

Paylocity acquired Airbase! Airbase Inc., a modern finance and spend management software solution that combines bill pay / accounts payable automation, expense management, corporate cards and procurement capabilities. The acquisition of Airbase represents an expansion of Paylocity’s suite and is expected to deliver incremental integrated value to HR and finance leaders in managing all of their spend on a single platform – expanding the Paylocity total addressable market beyond HCM and further into the Office of the CFO.

We give our employees what they need to succeed, including great benefits and perks! We offer various benefits, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Airbase by Paylocity, people matter most and have always been at the heart of our business.

Help Airbase by Paylocity enhance communication and enable employees to connect, collaborate, and create from anywhere 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
• High school diploma required, or associates or bachelor’s degree preferred
• 2+ years of experience in any of the following:
• Implementing ERP systems
• Implementing HRIS/HCM systems
• Implementing Procure-to-Pay systems
• 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 of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes.

Preferred but not required

• Prior experience with Netsuite, Intacct, Quickbooks, Microsoft Dynamics
• PMP certification?
• Experience working with product and engineering teams

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.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. 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. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

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 LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.