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. When you feel like you belong, work is no longer work – it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we’re doing just that. Join us as we change the future and transform your career! There are jobs and then there are careers. Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career! Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. Position Overview Client Transformation Consultants play a crucial role in project management and providing consultative capabilities to our clients. Their primary responsibility is working on Client Transformation Projects, which involve transforming a current Paylocity client’s software configuration. This role involves the intake, scoping, execution, and overall project management of these client projects. 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. + Collaborate with clients to understand their business objectives and requirements for the transformation projects. + Review with client, configuration of system to ensure the software is aligned with the client’s needs and expectations to ensure optimal utilization of system capabilities. + Conduct thorough discovery of client needs to develop effective project plans. + Provide expert guidance and recommendations to clients on best practices and strategies for successful project execution. + Identify HR opportunities and efficiencies that can be solved with Paylocity products or HCM solutions. + Manage the end-to-end project lifecycle, ensuring timely delivery and successful implementation of client transformation projects. This includes monitoring project progress, identifying potential risks, and developing mitigation strategies. + Leverage in-depth system knowledge to configure solutions for core products. + Coordinate with cross-functional teams to ensure seamless integration of project deliverables. + Troubleshoot and resolve system related matters, escalating critical concerns to the appropriate teams when necessary. + Act as a trusted advisor to clients, building strong relationships and providing exceptional customer service. + Handle sensitive client information in large amounts, as well as manipulate data to ensure the Paylocity system reflects the correct setup. + Contribute to departmental goals of providing an unmatched client experience and help maintain client retention. + Report out on project status to Paylocity leadership in routine project review meetings. + Foster a collaborative team environment, ensuring open communication and teamwork. Actively engage team members to ensure a cohesive and productive team dynamic, encouraging the sharing of ideas and best practices. + Facilitate quality assurance meetings to ensure configuration is correct, all risks are resolved, and the business problem identified during the project intake is being solved. Education and Experience + Bachelor’s degree or equivalent education and experience. + 3+ years of Customer Service or Customer interfacing role + 2+ years’ experience in HCM consultation or benefits / payroll / HR + Ample knowledge of the Paylocity system, essentially within the Enterprise and Large Enterprise client segments, to be able to understand system dependencies and best practices. + Proven experience in project management, preferably in client transformation projects. + Proven track record of successfully managing high revenue clients. Demonstrated ability to handle escalated clients and effectively resolve challenging situations. + Strong consultative and analytical skills to understand client needs and develop effective solutions. + Excellent communication and interpersonal skills to interact with C-Level associates of clients. + Ability to manage multiple projects simultaneously and prioritize tasks effectively. + Strong problem-solving and decision-making abilities. + 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. + Detail-oriented with exceptional organizational skills. + Ability to work independently and collaboratively in a team environment. 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 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. The base pay range for this position is $46,500 - $70,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to 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.