Product Consultant

• About Us: PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000 companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR provides a complete, integrated HR solution supporting the full "hire-to-retire" lifecycle. Additional resources include the PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and year-round learning opportunities to help customers grow their business.

• Position Summary: The Product Consultant serves as a trusted advisor to PrismHR customers, implementing new customers and consulting existing customers on the PrismHR core platform and industry best practices. This role independently leads implementations and projects by providing technical, product, and PEO/ASO/staffing industry expertise while coordinating cross-functional delivery and maintaining high standards for quality, documentation, and customer outcomes.

• Essential Duties & Responsibilities:

• Own the customer relationship: evaluate business requirements and provide best-practice guidance on implementing PrismHR solutions from technical and industry perspectives.

• Document requirements and use cases in functional design documents; interpret Statements of Work that define project scope, assumptions, deliverables, estimated hours, and schedules.

• Maintain complete project documentation and detailed customer notes; communicate project status proactively and regularly to management and stakeholders.

• Independently manage multiple customer implementations and consulting projects to meet quality standards, schedules, and customer expectations.

• Collaborate with cross-functional teams to design, develop, and implement robust solutions in an Agile environment.

• Design and execute complex merges and customer processes to support implementation and consulting objectives.

• Deliver effective presentations remotely and in person at PrismHR meetings, customer engagements, and industry events.

• Travel: occasional domestic travel up to 25% for team onsite meetings, client visits, customer events, industry conferences, and training sessions; travel may include air and ground transportation.

• Marginal Functions:

• Build and promote relationships across the organization to ensure effective coordination of communications and services affecting clients.

• Attend webinars and training to stay current on company and department best practices.

• Complete projects and duties as assigned by supervisor.

• Required Experience & Skills:

• At least five years of experience with PEO, ASO, or staffing operations; payroll; and implementation software is required.

• Experience defining and documenting workflows and processes is required.

• Knowledge of PEO, ASO, staffing, payroll, benefits, and implementation-software processes.

• Ability to work independently, analyze complex business and technical requirements, and develop practical solutions.

• Ability to define and document workflows, requirements, use cases, and business processes clearly and accurately.

• Excellent written and verbal communication skills; ability to explain technical and industry concepts to varied audiences.

• Strong presentation and facilitation skills for remote and in-person engagements and industry events.

• Ability to prioritize and manage multiple projects, tasks, schedules, and customer expectations in a fast-paced environment.

• Strong technical aptitude and demonstrated commitment to continuous learning.

• Ability to collaborate effectively with cross-functional teams in an Agile environment.

• Experience with Pendo preferred.

• Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn other applications as needed.

• An equivalent combination of relevant experience, skills, education, certifications, or training may be considered.

• Physical, Mental & Communication Demands:

• Physical Demands: sedentary work with extended sitting; frequent use of hands/fingers for keyboard and mouse; occasional movement throughout office and customer locations; visual acuity to read screens and printed materials; minimal lifting of documents and light materials; domestic travel up to 25% may involve extended sitting and some standing or walking.

• Mental Demands: sustained concentration and analytical thinking; independent judgment and timely decision-making; high attention to detail; problem-solving for complex or novel implementation/customer issues; multitasking across competing demands; stress management in customer-facing situations.

• Communication Demands: strong interpersonal skills to build productive relationships; cultural sensitivity and respectful communication with diverse individuals; clear written documentation (requirements, functional design documents, notes, status updates, emails); verbal facilitation and explanation of technical/industry concepts; regular virtual communication via video conferencing, phone, and collaboration tools; presentation skills for remote and in-person audiences.

• Environmental Conditions: Primarily onsite in a professional, climate-controlled office environment with regular computer use and standard office equipment, typical lighting, and low-to-moderate noise. Role includes extended screen time, in-person collaboration and meetings, minimal exposure to physical hazards, and domestic travel up to 25% for customer sites, company locations, conferences, training venues, airports, hotels, and ground transportation.

• Benefits:

• Health insurance: medical, dental, and vision coverage

• Retirement plan: 401(k) with company match

• Paid time off: PTO, holidays, parental leave, and sick leave as required by applicable state law

• Other benefits: life insurance, short-term disability, long-term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer and hospital protection, legal insurance, and pet insurance.

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