Paylocity

Financial Planning and Analysis

• Serve as primary internal legal advisor on financial services, money movement, and fiduciary activities across Paylocity’s product and service portfolio
• Advise on formation, chartering, licensing, and ongoing operation of regulated financial services entities
• Lead legal workstreams for banking license applications and material change filings with OCC, FRB, FDIC, and state regulators
• Advise on money transmission licensing strategy and lifecycle activities through NMLS
• Draft, review, and negotiate corporate, commercial, and regulatory agreements
• Interpret and apply federal and state financial services laws and regulations
• Establish and maintain corporate governance, board and committee frameworks, delegated authority policies, and affiliate transaction controls
• Partner with Compliance on BSA/AML, OFAC, KYC/CDD/EDD, and consumer financial protection obligations
• Manage and coordinate external counsel across regulatory, transactional, litigation, and specialty matters
• Serve as legal point of contact for regulator inquiries, examinations, and enforcement matters
• Monitor legislative, regulatory, and supervisory developments affecting financial services and trust businesses
• Support internal audit, enterprise risk, and regulatory examination readiness, including information requests, findings, and remediation
• Provide legal risk reporting to executive leadership, the AML Governance Committee, and other governance forums
• Partner with Compliance, Risk, Product, Finance, Treasury, Operations, Technology, external counsel, and consulting partners

Director, Senior Corporate Counsel – Financial Services

Account Executive

• Prospect for and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain client documentation required for implementation
• Work with internal departments to ensure smooth client transition
• Develop prospects through telemarketing, referrals, and professional and personal contacts
• Build and maintain relationships within the Broker channel and other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quota for the territory
• Perform other duties as assigned

HCM Account Executive

• Prospect and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain client documentation required for implementation
• Work with internal departments to ensure smooth client transitions
• Develop prospects through telemarketing, referrals, professional and personal contacts, and other sources
• Build and maintain relationships within the Broker channel and other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Report to the Director of Sales

Operations

• Supervise operations for the designated team
• Supervise daily work and delegate assignments
• Train, coach, and develop new and existing team members
• Facilitate business and team update communications through meetings, 1:1s, and team huddles
• Provide input and recommendations on performance management, promotions, terminations, and performance issues
• Develop best practices with management to improve team performance
• Handle escalated client and departmental issues and determine resolutions
• Take appropriate action on employee performance and conduct issues with managers
• Conduct quality assessments and evaluations
• Meet weekly with teams to review assignments and performance metrics
• Resolve escalated client concerns while communicating with Paylocity leadership, executives, and C-level client contacts
• Identify improvement areas and recommend supplemental training
• Lead training for new and existing team members
• Create, update, and maintain training and reference documentation
• Act as a technical resource and answer inquiries
• Manage incoming workload through queue monitoring, organization, and communication with Implementation Managers, Team Leads, Consultants, and Data Conversion
• Update tools and internal training documentation
• Perform other assigned duties

Lead Implementation Shared Services Ops – Elevate Implementation

Analytics Engineer

• Architect and implement modular, maintainable software solutions optimized for performance and scalability
• Lead feature and epic design discussions and incorporate cross-functional feedback
• Drive technical decision-making aligned with business objectives and customer needs
• Identify and resolve technical ambiguities through analysis and collaboration
• Own medium- to large-scale projects from conception through delivery with minimal supervision
• Coordinate across teams to identify and manage technical dependencies
• Develop and execute project plans aligned with business objectives
• Maintain software quality while meeting project timelines
• Champion best practices in software development, testing, and deployment
• Improve CI/CD pipelines, testing frameworks, and monitoring systems
• Conduct actionable code reviews
• Drive technical debt reduction and legacy-code refactoring
• Guide junior engineers in best practices and modern development techniques
• Facilitate knowledge sharing through code reviews, pair programming, and technical discussions
• Resolve conflicts and escalate appropriately
• Influence technical direction through expertise and reasoned arguments
• Contribute to platform development, production support, troubleshooting, automation, and continuous improvement for the Data Insights platform

Senior Software Engineer, Data Insights

Financial Crime

• Lead a team and manage day-to-day activities of direct reports
• Develop, implement, and maintain Paylocity’s BSA/AML compliance program
• Create policies, procedures, risk assessments, customer risk rating frameworks, and suspicious activity monitoring processes
• Support CDD, EDD, KYC onboarding, transaction monitoring, and regulatory examinations and reviews
• Manage active and pending money transmitter license obligations through NMLS
• Prepare filings, respond to regulator inquiries, complete MSB Call Reports, track renewals, and coordinate material change notifications
• Conduct and enhance BSA/AML risk assessments across Payroll and Spend Management product lines
• Monitor legislative and regulatory changes related to AML, money transmission, OFAC sanctions, and federal banking regulations
• Oversee SAR investigations and filings and 314(a) information-sharing requests
• Maintain relationships with state money transmitter regulators, the OCC, and FinCEN
• Coordinate preparations for OCC examinations, state regulatory audits, and internal audit reviews
• Partner with external counsel and consultants on Trust Bank regulatory deliverables, AML enhancements, and licensing strategy
• Design and deliver ongoing AML training for employees
• Provide compliance reports and updates to the AML Governance Committee and executive team
• Partner with Internal Audit, Enterprise Risk, and Risk Mitigation teams to implement appropriate controls

Manager – AML & Money Transmission Compliance

Implementation Specialist

• Own the implementation experience for Paylocity’s largest and most complex clients as the subject matter expert
• Deploy Paylocity software to customers as a key member of the Implementation team
• Support customers during implementation, primarily onsite at client locations, with remote capabilities
• Teach client administrators and end users to effectively use and administer Paylocity products and applications
• Guide clients and end users through the first payroll process
• Provide a seamless onboarding experience for complex clients and their extended organizations
• Assist prospective client efforts, both virtually and onsite, by understanding client needs and delivering solutions
• Manage onsite client visits, including agendas, discretionary decisions, and follow-up
• Lead onsite planning, stakeholder huddles, and logistical planning
• Support Implementation Consultants and Project Managers with client setup and maintenance
• Use project management and consultative approaches to promote integrated implementation across products
• Facilitate entry of data from previous payroll providers
• Maintain subject matter expertise in Paylocity products and partnerships, including HR and Payroll, Time and Labor, and the HR Product Suite
• Facilitate training, first payroll support, recovery, and retention efforts onsite
• Identify and document improvements to training, documentation, procedures, and system enhancements
• Create and deliver instructional content for clients and end users
• Attend key implementation milestones for clients in the onsite pipeline
• Mentor and coach peers and assist with onboarding new consultants

Implementation Consultant

Sales Development Rep

• Lead a team of Sales Development Representatives responsible for generating high-quality pipeline within the Large Enterprise segment (1,500+ employees)
• Own SDR strategy, performance management, coaching, and cross-functional alignment
• Recruit, hire, onboard, and develop high-performing Large Enterprise SDRs
• Provide ongoing coaching through call reviews, 1:1s, skill-based coaching sessions, and performance feedback
• Foster accountability, collaboration, and continuous improvement
• Create individualized development plans for SDR progression into sales or other revenue roles
• Build and execute outbound prospecting strategies aligned to enterprise personas, industries, and solution priorities
• Partner with Sales leadership to define target accounts, account coverage models, and outreach tactics
• Guide sequencing, messaging, and multi-channel prospecting best practices
• Ensure consistent qualification standards, such as MEDDICC, are followed
• Own SDR pipeline targets and ensure monthly and quarterly goals are met or exceeded
• Monitor outreach activity, meeting creation, opportunity quality, conversion rates, and pipeline contribution
• Use data to identify trends, optimize process efficiency, and drive performance improvements
• Report progress, risks, and insights to Sales, Marketing, and Revenue Operations
• Align with Large Enterprise Sales Leaders and Account Executives on qualified opportunity handoffs
• Partner with Marketing on campaigns, events, and content supporting enterprise pipeline goals
• Work with Revenue Operations on workflows, CRM reporting, territory alignment, and process improvements
• Represent the SDR function in cross-departmental planning and go-to-market initiatives
• Maintain data integrity and CRM hygiene
• Implement tools, automation, and processes to improve productivity and effectiveness
• Drive continuous improvement through experimentation, A/B testing, and insight-sharing

Manager, Large Enterprise Sales Development

• Oversee Paylocity’s AML Program to maintain compliance with AML regulations and related reporting requirements
• Serve as Paylocity’s AML Compliance Officer
• Lead Paylocity’s AML Governance Committee
• Interact with Senior Management regarding compliance or regulatory trends, emerging issues, and program enhancements
• Oversee preparation of materials for AML or risk committees
• Monitor know-your-client initiatives and customer due diligence frameworks for AML compliance
• Use industry best practices and statistical tools to advise on risk assessments, financial profiling, and due diligence programs
• Assess risk and escalate, manage, and report issues transparently
• Collaborate cross-functionally with Product and Technology, Sales, Risk Mitigation, Banking, Legal, Operations, and Government Relations
• Advise on new business initiatives, products, acquisitions, and client-related AML compliance risks
• Monitor money movement regulations to inform policies and actions
• Advise on fraud prevention, detection, and control monitoring programs
• Apply AML regulatory subject matter expertise to know-your-client initiatives
• Provide AML compliance training to stakeholders
• Participate in industry consortiums concerning AML, know-your-client, and credit/fraud risk

Director, AML Compliance

Business Development Rep

• Lead the strategy, development, and growth of Paylocity’s technology partner ecosystem and Marketplace program
• Identify, evaluate, negotiate, and launch high-impact partnerships
• Define category-level partnership strategies, target partners, value propositions, commercial models, and execution plans
• Build scalable processes for partner sourcing, evaluation, onboarding, enablement, performance management, and relationship growth
• Partner with Product and Technology on integration capabilities, Marketplace functionality, and roadmap priorities
• Develop commercial frameworks, deal structures, negotiation playbooks, and performance metrics
• Collaborate with Sales, Marketing, Enablement, Operations, Finance, Accounting, and Legal on go-to-market execution
• Lead, coach, and develop a team of business development professionals
• Represent Business Development in executive discussions and provide recommendations on partnership strategy and investment priorities
• Track and report on partner pipeline, launches, adoption, revenue contribution, partner engagement, and Marketplace performance
• Expand product capabilities, strengthen client experience, and create revenue opportunities

Senior Director, Business Development – Technology Partnerships, Marketplace

• Prospect and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities using company expertise, industry profile, and industry knowledge
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain documentation required to move clients to the Paylocity system
• Work directly with internal departments to ensure a smooth client transition
• Develop prospects through telemarketing, referrals, professional and personal contacts, and other sources
• Build and maintain relationships within the Broker channel and with other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Perform other duties as assigned
• Report to the Director of Sales
• Target medium-sized businesses with 49-499 employees

• Generate net-new business opportunities leveraging Paylocity’s expertise, industry profile, and knowledge
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain client documentation required to move to the Paylocity system
• Work directly with internal departments to ensure a smooth client transition
• Develop prospects through telemarketing, referrals, and professional and personal contacts
• Build and maintain relationships within the Broker channel and other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Perform other duties as assigned

General

• Assist with day-to-day solution consulting and enablement activities
• Review data for accuracy and consistency in analysis and reporting
• Perform data cleanup, validation, and preparation for ongoing projects
• Contribute to data analytics efforts to identify insights and trends
• Develop and refine scripts to automate tasks and improve efficiency
• Assist in creating video content for training, presentations, or marketing
• Clone demo environments to build demonstration and client-presentation assets
• Assist in building sandbox environments for prospects
• Collaborate with team members on project delivery and documentation

Solutions Consulting and Enablement Intern

Human Resources

• Serve as the primary HR point of contact for assigned clients
• Advise client executives and managers on people strategy, compliance, and employee relations
• Build client relationships through regular touchpoints, including onsite visits when required
• Translate client business goals into practical HR recommendations
• Advise on recruiting, onboarding, job design, and workforce planning
• Provide guidance on performance management, corrective action, and employee relations
• Support termination decisions, documentation, and risk mitigation
• Advise on compensation philosophy, job leveling, pay practices, and market alignment
• Develop, review, and update employee handbooks, policies, and procedures
• Advise on federal, state, and local employment law compliance
• Partner with payroll, benefits, and HR operations teams
• Assist with benefits administration, leave management, and HR system navigation
• Ensure HR documentation and practices align with service agreements and regulatory requirements

HR Partner

People Operations

• Administer new-hire onboarding and orientation
• Manage background verification processes for new hires
• Provide accurate payroll inputs for timely and correct compensation processing
• Manage end-to-end employee benefits enrollment, changes, and communications
• Maintain accurate and compliant employee documentation and records
• Serve as primary point of contact for internal and external HR audits
• Maintain HR system compliance and align configurations with controls, policies, and regulations
• Handle employee inquiries using advanced HR systems and process knowledge
• Organize and support in-person meetings and company events
• Oversee employee movements, including transfers and promotions, in HR systems
• Support departing employees with post-employment benefits and transition documentation
• Complete separation paperwork, including experience letters and final settlement agreements
• Identify and resolve HR data issues
• Deploy HR policies, systems, programs, and practices across assigned business units
• Investigate employee complaints and support conflict resolution
• Recommend and implement process improvements
• Manage multiple HR initiatives and specialized HR functions
• Apply company policies and procedures to resolve employee issues
• Manage day-to-day work autonomously with minimal guidance

Director, Senior Corporate Counsel – Financial Services

HCM Account Executive

HCM Account Executive

Lead Implementation Shared Services Ops – Elevate Implementation

Senior Software Engineer, Data Insights

Manager – AML & Money Transmission Compliance

Implementation Consultant

Manager, Large Enterprise Sales Development

Director, AML Compliance

Senior Director, Business Development – Technology Partnerships, Marketplace

HCM Account Executive

HCM Account Executive

Solutions Consulting and Enablement Intern

HR Partner

Senior Regional People Operations Specialist