Implementation Consultant - Flex Spending

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 Schaumburg, IL 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

As an Implementation Consultant I, you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills.

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. 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 clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.

• Collaborate with clients to gather and analyze their business requirements related to the specific HCM function (e.g., payroll, HR, time & labor and Benefits).

• 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.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role

• 1+ years of spending accounts experience such as HSA, FSA, LSA experience a plus

• Bachelor’s degree strongly 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 meet project requirements and client expectations.

• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high level of organization and attention to detail through the implementation process to meet client deadlines and achieve successful outcomes.

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 View email address on click.appcast.io. 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 $43,000 - $60,000/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