Retirement Services Implementation Specialist
About The Position
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 onboarding of new retirement plans for Paylocity clients. The Implementation Specialist is responsible for managing the end-to-end setup process, including data collection, plan configuration, and coordination with internal and external stakeholders. The role ensures timely and accurate implementation aligned with client expectations and regulatory requirements.
Requirements
- Bachelor’s degree required
- Minimum of 1 year of experience in retirement plan onboarding or HCM implementation
- Familiarity with payroll systems and retirement plan recording keeping platforms. Experience with OKA designation preferred.
- Experience in a client-facing role
- Proficiency in Microsoft Office, with an emphasis on Excel
- Strong interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.
- Strong project management skills and ability to manage multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time.
- Strong attention to detail with strong analytical and problem-solving skills.
Responsibilities
- Serve as the primary point of contact for new client onboarding related to retirement plans ensuring exceptional customer experience throughout the implementation process.
- Collect and validate plan data, including payroll schedules, employee census, and plan design details.
- Facilitate client onboarding meetings, status calls, and check-ins, ensuring clear communication and expectations at every step.
- Configure plan settings in recordkeeping systems and ensure accurate mapping to payroll integrations.
- Coordinate with internal teams (Sales, Client Services, Compliance) and external partners (401(k) administrators).
- Monitor implementation timelines and proactively address delays or data issues.
- Provide training and documentation to clients on plan setup and ongoing administration.
- Ensure compliance with ERISA and IRS requirements during onboarding.
- Perform all other duties as assigned.
Benefits
- 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!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
