Team Lead- TPA/Spending Accounts

Operations Team Lead- TPA/Spending Accounts

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 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 primary function of the Team Lead- TPA/Spending Accounts is to lead the overall day-to-day operations for their designated team. The Team Lead will be instrumental in assisting management by providing feedback on staff performance, client issues, and actions to be taken to improve the department and maintain success. They will ensure all critical aspects of client needs are met and issues resolved appropriately. They will also provide leadership, coaching, training and mentoring to their team.

Primary Responsibilities

• Oversee customer support channels, including phone and email support teams.
• Monitor calls and emails for quality assurance and coach team members toward service KPIs
• Provide training and assist with coaching and development of new and existing team members
• Positively and effectively handle escalated issues from customers or internal teams in a collaborative "win-win" approach.
• Facilitate business or team update communications through regularly occurring meetings, 1:1s or team huddles
• Provide input and recommendations to managers in the areas of performance management, promotional opportunities, employee employment status changes and performance issues
• Develop and implement action plans to improve team or individual performance
• Subject matter expert in key areas of their department
• Help create and update processes and other internal training documentation as necessary

Education and Experience

• 1+ year of leadership experience; inclusive of leading and supporting a team
• Bachelor's Degree required
• Experience with ownership and accountability in group responsibilities
• Experience in benefits supports and/or Tax advantaged plans (FSA, HSA, HRA, Commuter) or payroll systems preferred

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 pay range for this position is $61,500 - $85,100 /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. 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