Implementation Consultant I (Spending Accounts)

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.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, 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 Paylocity, people matter most and have always been at the heart of our business.

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!

Location: Must report in office to one of our locations: Schaumburg, IL / Lake Mary, FL / Meridian, ID / Rochester, NY

Reports To: Manager Implementation, TPA/Cobra/Spending Accounts

Position Overview

The Benefits Implementation Consultant (Spending Accounts) is responsible for managing the end-to-end benefit implementation project for our clients. This position is responsible for understanding the client’s needs and configuring our applications to meet those needs throughout the implementation process, ensuring a smooth & seamless experience for our clients. Our reputation has been built on the foundation of an overall commitment to client satisfaction, providing an exceptional Implementation experience is our top priority!

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.

• Partner with assigned clients to ensure they have a seamless transition to our product
• Full responsibility for the client’s spending accounts implementation until they transition to client support
• Provide a consultative approach to determine client’s requirements providing industry best practices where applicable
• Manage full implementation cycle end-to-end, which includes gathering consumer-driven Benefit Plan Requirements and election data from the client/broker
• Manage multiple client implementations simultaneously, while meeting all project plan deadlines
• Project management plans maintained, and task/follow-up dates are kept current
• Hold regularly scheduled meetings with clients to ensure milestones are met
• Work with partner organizations to complete delivery of vendor files
• Perform quality assurance checks to ensure that all file setup work has been completed accurately
• Complete full data audits, include producing reports, providing summaries and detail for system reconciliation
• Manages client/broker through sometimes difficult conversations and implementation steps
• Ability to understand why discrepancies are occurring and provide direction on how to resolve them
• Import and analyze data
• Other Duties as Assigned

Education and Experience

• High school diploma required (Bachelor’s degree preferred)
• 2+ years experience in employee benefits administration, support, and/or implementation (specifically HSA/FSA/HRA)
• MS Office Suite basic skills required (Excel proficiency in V-Lookup, Concatenate, and Pivot Tables a plus)
• Experience with Salesforce/TaskRay and/or WEX benefits administration a plus
• Excellent problem-solving skills and the ability to troubleshoot complex system issues
• Ability to successfully work in a fast-paced environment
• Project management experience preferred
• Adaptable ability to multi-task & shift priorities frequently

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 accessibility@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.

This role can be performed from any office in the US. The pay range for this position is $39,900 - $74,100/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers 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.