Transition Client Liaison

| Remote
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Our all-in-one software platform gives HR pros a way to easily manage daily tasks in payroll, benefits, talent, and workforce management.

But what makes us different is that our technology is backed by a culture that cares. We care about our team members, clients, and partners – because people matter most. And people have always been at the heart of our business.

Since our founding in 1997, this is the thing that's stayed the same, from our employees to the millions of users nationwide that access our platform. We pride ourselves on partnering with our clients to build the workplace they and their employees crave.

 

 

Let's go forward together.

 

 

Position Overview:

The Transition Client Liaison helps manage the Paylocity implementation process by partnering with Outside Sales Reps, Implementation Specialists, and Client Account Managers to guide our clients towards 100% utilization of their Paylocity product mix. They will assist in the development and review of a transition to Paylocity Project Plan for client accountability. They will regularly communicate to all internal and external parties throughout the new client implementation process. This position ensures all Paylocity Payroll and Human Capital Management (HCM) products are set up timely and accurately to the client’s satisfaction. The TCL will be the primary contact to resolve open issues while escalating internally any outstanding items that would prevent client success.

 

Location: Remote-Florida

Reports To: Director of Sales

 

Responsibilities:

  • Provides transition project plan, provides recurring feedback towards key goals of transition, collects any outstanding data, and ensures all deadlines are met
  • Defines a detailed implementation plan for all customers which includes 100% utilization of the Paylocity product suite and end user adoption of the client’s employees
  • Identifies current pain points and suggests areas of improvement. Will have a deep knowledge of Paylocity product suite and suggest ways to leverage the solution to help clients achieve business goals
  • Resolves client concerns throughout implementation process and transition to dedicated Account Manager, stays with client through early phases of transition to Service
  • Assists in setup and training of HCM product suite
  • Regularly updates self on Paylocity product suite, enhancements, and product road map to help solve clients existing and future needs
  • Sees implementation process through to completion, obtains signed Client Handoff document acknowledging completion, manages process through to full transition to dedicated Client Services team
  • Actively assess and communicate any barriers that would prevent on-time, satisfactory client go-live date
  • Holds internal and external partners accountable to project objectives and timelines
  • Utilizes Project Plan to coordinate and deliver all necessary trainings to client, supervisors, and end users
  • Promotes the use of Paylocity HCM products through training on site or via web meeting
  • Leverages Adoption Kits to introduce clients to new HCM products and best practices
  • Coordinates payroll processing timelines with all clients to ensure payroll is submitted in accordance with Paylocity submission deadlines
  • Works with Data Extraction, Integrations, and Implementation teams to communicate any client requests, delays, or product enhancements
  • Processes standard to complex payrolls under limited supervision
  • Ensures accuracy of first payroll run and reporting requirements of the client
  • Capable of answering standard to complex questions under limited supervision
  • Communicates effectively with clients and colleagues to establish effective working relationship
  • Delivers feedback to client team on any roadblocks, delays, or limitations on client’s end from achieving successful, timely launch
  • Critical thinker with high problem resolution skill set
  • Assumes responsibility for establishing and maintaining effective communication and coordination with Paylocity personnel and management
  • Keeps management of any significant client problems
  • Works with Sales Account Executives during and after the sales process
  • Attends and leads meetings as required (on site and/or Zoom)
  • Limited travel within a geographic footprint of hiring area. Some overnight may occur but should be limited to less the 25%
  • Required to attend some training initially and ongoing

 

Requirements:

  • Bachelor’s degree or commensurate 
  • At least 1 year of applicable experience in a customer-facing role
  • Intermediate knowledge of the industry, product, and processes
  • Intermediate computer skills in Excel, MS Office Suite, Outlook, and Web-based Platforms

 

Preferred Skills:

  • Certifications such as Six Sigma, CSM, PMP, MBA or comparable preferred

 

Soft Skills:

  • Team Player, collaborating with others to make awesome happen
  • Self-Motivated – you like to work hard, play hard.
  • Adaptable – quick feet! You can shift priorities if needed.
  • Highly Organized – detail-oriented is your thing!
  • MS Office applications - are no sweat when it comes to your skillset

 

Our journey forward.

 

Paylocity strives to create an organizational culture where every employee has a voice, feels truly welcome, appreciated, and free to be themselves, and is empowered and enabled to do their best work. A strong commitment to diversity, equity, and inclusion is critical to creating such a culture.

 

We’ve made great strides to support diversity, equity, and inclusion. That being said, we realize there’s still room for improvement. Our current focus is on the following initiatives:

  • Education & Awareness
  • Client Community
  • Company Representation
  • Advocacy & Support
  • Fairness & Equality
  • PCTY Gives

 

Want to learn more, click here to access our DEI flipbook. https://www.flipsnack.com/paylocitycom/diversity-equity-and-inclusion.html

This job description has been written to provide an accurate reflection of the current job and to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities, and qualifications required of the employees assigned to the job. Management reserves the right to revise the job or require that other or different tasks be performed when circumstances change.

Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • AccessDatabases
    • Microsoft SQL ServerDatabases
    • OracleDatabases

Location

Our office has modern workspaces, a cafe, and a gym. But since we're a talent-anywhere company, you may find our team members all over Chicagoland.

What are Paylocity Perks + Benefits

Paylocity Benefits Overview

Our commitment to hiring the best and brightest employees with a “talent anywhere” strategy means that no matter where you’re located around the country, you can be a part of our growing tech department

• Enjoy an attitude of trust to work remotely, manage your own schedule and be productive
• Work in small, cross-functional product-oriented teams
• Showcase development progress in two-week sprints with strong executive involvement
• Embrace the freedom to innovate, voice opinions and share new ideas

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Highly diverse management team
Unconscious bias training
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
We have a talent anywhere culture, where employees can work anywhere in the US and/or work from one of three US offices located in Illinois, Florida, and Idaho
Family Medical Leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
More Jobs at Paylocity86 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Marketing
Operations
Product
Project Mgmt
Sales
Operations
new
Northwest Suburbs
Data + Analytics
new
Remote
Project Mgmt
new
Northwest Suburbs
Developer
new
Remote
Data + Analytics
new
Remote
Data + Analytics
new
Northwest Suburbs
HR + Recruiting
new
Remote
Product
new
Remote
Data + Analytics
new
Remote
Design + UX
new
Remote
Operations
new
Remote
Project Mgmt
new
Northwest Suburbs
HR + Recruiting
new
Remote
Project Mgmt
new
Remote
Finance
new
Northwest Suburbs
Product
new
Remote
Marketing
new
Northwest Suburbs
Finance
new
Remote
Project Mgmt
new
Northwest Suburbs
Operations
new
Northwest Suburbs
Developer
new
Remote
Developer
new
Remote
Developer
new
Remote
Operations
new
Northwest Suburbs
Sales
new
Northwest Suburbs
Project Mgmt
new
Remote
Operations
new
Northwest Suburbs
Developer
new
Remote
HR + Recruiting
new
Remote
Project Mgmt
new
Remote
Data + Analytics
new
Northwest Suburbs
Data + Analytics
new
Remote
Developer
new
Remote
HR + Recruiting
new
Remote
Finance
new
Northwest Suburbs
Project Mgmt
new
Northwest Suburbs
Developer
new
Remote
Product
new
Remote
HR + Recruiting
new
Remote
Product
new
Remote
Operations
new
Northwest Suburbs
Operations
new
Northwest Suburbs
Project Mgmt
new
Northwest Suburbs
Finance
new
Northwest Suburbs
HR + Recruiting
new
Remote
Developer
new
Remote
Data + Analytics
new
Remote
Design + UX
new
Remote
Project Mgmt
new
Remote
Sales
new
Remote
Finance
new
Remote
Operations
new
Remote
Data + Analytics
new
Remote
Sales
new
Northwest Suburbs
Developer
new
Northwest Suburbs
Sales
new
Northwest Suburbs
Data + Analytics
new
Northwest Suburbs
Sales
new
Northwest Suburbs
Project Mgmt
new
Northwest Suburbs
Data + Analytics
new
Remote
Data + Analytics
new
Chicago
Operations
new
Chicago
Operations
new
Remote
HR + Recruiting
new
Remote
Operations
new
Chicago
Developer
new
Remote
Data + Analytics
new
Remote
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Paylocity's full profileSee more Paylocity jobs