Lead Client Services Ops - Elevate Solutions Team

Position Overview

The Lead Client Services Ops role supports the Elevate Solutions Team. The Team Lead provides operational initiative, guidance, and support across the Client Services Team of Account Managers, ensuring outstanding client satisfaction.

Primary Responsibilities

• Dependability/ Follow Up: Timely responsiveness & proactive follow up

• Problem Solve: Troubleshoot and problem solve leveraging knowledge, resources, qualitative and quantitative information

• Communication: Provide professional & appropriate internal/external communication as well as progress updates to all stakeholders

• Guidance – Provide clients guidance on HR and Payroll best practices, organizational change management and Paylocity product fit

• Implement and optimize products – ability to implement ancillary products and optimize primary HCM set up

• Influence: Ability to influence outcomes with primary decision makers, negotiate contracts and provide insight into HR industry best practices

• Metrics, Reporting and Analysis: Leverage formal and informal metrics to identify trends, monitor team & individual effectiveness and assess intervention results

• Performance Management: Continually assesses and builds knowledge (technical, business, soft skills) through real time teaching, one on one discussions, team meetings and through the performance management process

• Client Focus: Proactively and reactively monitors and assesses client interactions and intervenes when needed in providing coaching and feedback

• Operational Tools & Processes: Plan, lead and execute on cross-team work focused on increasing operational effectiveness

• Workload Coordination & Assessment: Continually schedules, monitors and adjusts workload across the team to ensure priorities are met and availability and responsiveness goals are achieved

Required Education and Experience

• Bachelor’s Degree required
• 2 years payroll, finance, or spend management with client services or support experience
• Successful experience in escalations and at-risk client retention efforts
• Project Management experience
• Proficient in SQL, MS Access or Excel
• Operations experience

Preferred

• 1 + years supervisory experience
• HRIS experience
• Experience leading training initiatives
• Experience using reporting and metrics as a key part of the job

Minimum 3 Years’ Experience

• Payroll, benefits, HR administrator, and/or Finance/Spend Management

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.

Pay Range

The pay range for this position is $53,600 - $85,100/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience.

Benefits

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

Equal Opportunity Employer

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 accessibility@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 $53,600 - $85,100/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. 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.