Lead Implementation Ops Spending Accounts / COBRA

Job 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.


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!


In-Office: This is a 100% in-office role based at our Meridian, ID / Schaumburg, IL / Rochester, NY location.

Remote or hybrid work is not available for this position.

Candidates must be able to work on-site five days per week during designated work hours.




Position Overview

The Implementation Team Lead will provide coaching, mentoring and leadership to Implementation Consultants.

The Team Lead will collaborate with the Consultants, to identify areas of success and provide feedback and coaching around areas of improvement, as well as offer praise and positive promotion of a job well done.

The Team Lead will be instrumental in assisting the Implementation Managers, by providing regular updates around staff performance, client issues, actions to be taken to improve department, drive quality metrics and maintain implementation success.

The Team Lead must be able to identify and effectively communicate gaps in training, performance deficit trends, and offer improvement solutions.

They will ensure all critical aspects of implementation issues are met and resolved appropriately and be willing to respond to new client issues in a prompt, accurate and courteous manner.


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.

+ Supervise operations for their designated team

+ Supervise the work of their assigned group on a day-to-day basis, which may include delegation of work assignments to various team members

+ Provide support, coaching and development of new and existing team members

+ Facilitate communication and expectations through regularly occurring meetings, 1:1s or team huddles

+ Provide input and recommendations to managers in the areas of performance management, promotional opportunities, employee terminations and performance issues.

Manager will collaborate with TL and define next steps/action.

+ Develop and collaborate with management on best practices and ways to improve the team’s performance

+ Troubleshoot escalated client/departmental issues and offer client solutions that align to both satisfaction and organizational direction (tiered approach)

+ Accountability to meet defined KPIs

+ Act as primary contact for new hires and partner with ISA Team and L&D to make recommendations for supplemental training for all team members

+ Use functional and technical knowledge to assist team members

+ Assist in answering client overflow calls

+ Mentor/coach peers as needed

+ All other duties as assigned

Behaviors and Skills

+ Mentor/coach peers to success by providing timely coaching, feedback, and training that results in improved performance

+ Organization – We work in a matrix environment meaning that you will be working with more than one consultant in different project phases (i.e., start up, configuration, production).

+ Expert project management skills, the ability to manage multiple projects and effectively prioritize, while delivering within deadlines is essential

+ Excellent communication skills - understands and can adapt to the differences in communication styles to influence and drive results

+ Research and troubleshoot complex problems, combined with the ability to cultivate compassion, and effectively de-escalate client conflict, for a mutually beneficial solution

+ Leverage data, available insights, and analytics to drive performance & decision making

+ Collaborate in a team environment - can lead client/team meetings, while promoting inclusion and diversity

+ Adaptable and flexible, with the ability to manage change successfully, and pivot when necessary

Education and Experience

+ Minimum two years’ experience in an Implementation role required

+ Bachelor’s degree or an equivalent combination of education and experience preferred

+ Must have a complete understanding of Paylocity’s implementation standards, policies, and procedures

+ Proficiency in MS office

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.


The pay range for this position is $57,200 - $90,800 /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience.

This position is eligible for an annual restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here.

(https://rise.articulate.com/share/NWT-xukAz2nsMapN3L3TSRXfxzBGrFh_) 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.

Required Skill Profession

Other General