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Job DescriptionDescription: 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 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 Lead Client Services Ops - Managed Services provides operational initiative, guidance and support across a Client Services Team of Account Managers, enabling outstanding client satisfaction. This is done by (1) monitoring team performance (quantitative and qualitative), (2) providing ongoing learning opportunities that continually share and build knowledge (3) working directly with clients on escalated issues (4) identifying and facilitating process improvements and (5) coordinating work across the team, including workload management and client assignments. The Lead exercises independent judgment in many situations to achieve and sustain client satisfaction. Supervises a team of approximately 6-10 Account Managers to ensure service levels are met or exceeded, as well as the day-to-day performance of their jobs. The Lead works with a group of Leads to prioritize and coordinate work for the maximum impact. 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. Client Services Expectations • 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 the primary HCM set up, • Metrics, Reporting and Analysis: Leverage formal and informal metrics to identify trends, monitor team & individual effectiveness and assess intervention results. Identify and advocate for necessary metrics and reporting. Develop tracking for metrics not yet developed. Use metrics to create a culture of continual improvement and to create focus where needed for purposes of learning, coaching, intervention and operational improvements., • Performance Management: Continually assesses and build knowledge (technical, business, soft skills) through real time teaching, one one-on-one discussions, team meetings and through the performance management process. Takes initiative and develops opportunities for the Account Managers to share and build knowledge and skills. Prioritizes learning objectives based on the highest impact to the clients and to Paylocity. Facilitates coaching, training and mentoring of AMs. Assesses client movement and prepares and supports impacted AMs to facilitate ongoing outstanding client service., • Client Focus: Proactively and reactively monitors and assesses client interactions and intervenes when needed in providing coaching and feedback. Acts as first level escalation and directly engages clients and takes action and ownership to resolve issues. Proactively identifies situations (AM turnover, lack of knowledge, etc.) that may disrupt outstanding service and takes steps to minimize impact. Ability to negotiate, influence, consult and resolve objections with C-Suite decision makers, • Operational Tools & Processes: Plan, lead and execute on cross-team work focused on increasing operational effectiveness. Represent the Service Center in key initiatives across Operations. Seeks out and facilitates opportunities to improve efficiency and effectiveness through better tools and processes., • Bachelor’s Degree, • 2 years of payroll and/or call center experience, • Successful experience in handling escalations and at-risk client retention efforts, • Project management experience, • Proficient in Microsoft Outlook, Word, Excel, • 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 in payroll, benefits and/or HR administration, • Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. 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 . 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 - $86,600/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. 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. 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 . Requirements:

Job DescriptionDescription: 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 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 This role supports the Retirement Services sales team by providing technical expertise and training support. The Sales Support Specialist assists with questions regarding capabilities for plan designs, investment availability, and operational procedures. 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. • Serve as the primary contact for the sales team, providing subject matter expertise on plan designs, investment ability, and operational procedures., • Support sales representatives with plan features and design capability questions., • Respond to technical questions during the sales cycle., • Coordinate with implementation, compliance, and record keeping vendor to validate feasibility of proposed plans., • Develop and maintain documentation and materials for sales training and education, ensuring all content is accurate, compliant, and up to date., • Maintain records of sales support activities and client feedback, providing themes to leadership., • Bachelor’s degree required, • Minimum of 2 years of experience in retirement plan sales support or operations., • Strong knowledge of plan design, compliance and investment structures. QKA designation preferred., • Experience in client-facing roles, supporting sales teams., • Strong relationship-building skills and a collaborative mindset, • Ability to develop training materials and documents for different audiences, • Proficiency in computer skills, including Salesforce, CRM software, and Microsoft Office Suite, • Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. 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 . 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 $55,300 - $ 79,000/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 . Requirements:

Job DescriptionWe are seeking friendly, dependable, and service-oriented individuals to join our team as a Remote Travel Customer Support Specialist. In this role, you will assist clients with travel-related questions, help coordinate travel arrangements, and provide support throughout the travel planning process.This opportunity is well suited for individuals who enjoy helping others, have strong communication skills, and are interested in working in the travel industry from a remote environment.Client Support & Travel AssistanceIn this role, you will: • Provide excellent customer service to clients planning travel, • Assist with researching and coordinating travel options including cruises, vacation packages, tours, and hotel accommodations, • Respond to client questions and provide helpful travel information, • Communicate with travel suppliers to confirm reservations and travel details, • Maintain accurate records of client interactions and bookings, • Stay informed on travel promotions, supplier updates, and destination information, • Provide support to clients before and after travel when neededSkills & QualificationsSuccessful candidates typically demonstrate:, • Strong customer service and communication skills, • Ability to work independently in a remote environment, • Comfortable using email, online platforms, and basic computer tools, • Organized with strong attention to detail, • Positive attitude and professional communication stylePrevious experience in customer service or travel is helpful but not required.What We Offer, • Remote work opportunity, • Flexible scheduling options, • Access to travel industry training and resources, • Ongoing support from an experienced travel team, • Travel industry perks and supplier discounts when available

Job DescriptionDescription: 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 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 As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships. Location: Rochester, NY Compensation: $25.00/hour Reports To: Client Services Team Lead Schedule: In Office Monday - Friday, 9:00am - 6:00pm (MST) Primary Responsibilities • Issue Resolution – Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary., • Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions., • Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction., • Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed., • Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up., • Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information., • Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders., • Bachelor’s degree, • Proficiency in Microsoft Office suite, • Strong written communication skills for business correspondence., • Strong team player with attention to detail, • Self-starter with the ability to handle multiple projects at once., • CPP, FPC, APA, and/or SHRM-CP certified, • Experience in customer service or previous client interfacing role, • Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. 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 . 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 rate for this position is $25/hr; 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 . Requirements:

Job DescriptionDescription: 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 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 Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels of Account Managers. Success in this role is driven by proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective. Client Service Manager Ops works with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. This role will support of our Growth client segment. 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. • Develop strategies and initiatives to enhance and maintain client satisfaction and retention., • Lead and manage a team of Executive Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk., • Facilitate continuous learning opportunities to expand the knowledge base of your staff., • Offer proactive development opportunities aligned with corporate goals and values., • Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization’s values., • Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment., • Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one., • Generate creative solutions and innovative ideas to increase employee engagement and retention., • Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation., • Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances., • This job requires up to 25% travel for internal and/or client-facing meetings, • Bachelor's degree required., • 2+ years of previous leadership experience in a customer service/customer relationship role, • Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs), • Experience with leading other leaders preferred, • Previous experience in HCM/Direct Payroll Industry, • Experience working with payroll, HCM, or HRIS software, • Excellent knowledge of MS Office, including MS Excel, • Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. 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 . 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. This role can be performed from any office in the US. The pay range for this position is $74k-115k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. 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. 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 . Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws. Requirements:

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