Consultant, Business Development, Business

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.

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

The Benefits Requirements Consultant will ensure our clients have the best possible experience getting started with their Benefits Implementation project. This role will be responsible for taking incoming clients and providing them consultation and guidance before their implementation begins. They will partner with clients to answer initial implementation questions and successfully gather all requirements. This role will manage a large caseload and follow up with each client in a timely manner in order to increase the number of clients that start and reduce the time they take to start.

They will be responsible for putting clients at ease and setting clear expectations for the implementation process.

• Welcome new clients to the Benefits implementation process and set them up for success
• Meet with new clients to understand their Benefits offering and needs
• Act as system and industry expert for the client and/or broker to ensure they have the best possible experience transitioning to our benefits product
• Take ownership of requirements gathering process in partnership with the client and/or broker
• Consult client and/or broker of product best practices
• Understand the capabilities and limitations of systems and related applications to be able to identify potential problems and gather all relevant requirements
• Facilitate and lead weekly requirements gathering meetings with client and/or broker through requirements gathering phase
• Attain client and/or broker approval of requirements prior to system build
• Successfully hand-off requirements to Implementation Consultant
• Update project status and dates in a timely manner in Paylocity systems
• Regular attendance at team and management meetings
• Consult with Sales reps and Solutions Consultants as needed on advanced benefits questions for prospective clients
• Partner with Implementation Consultants, Team Leads, and Managers to continuously improve processes

• HS Diploma and 2+ years of client facing and benefits industry experience
• Proficiency in MS Office; especially knowledgeable about Excel

• Bachelor’s degree
• At least 2 years of Paylocity Bswift and/or Paylocity Enhanced system experience
• Proficiency in the Paylocity Bswift, Paylocity Enhanced and Paylocity Web Pay software
• Project management experience

• 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…