Position Summary
The Product Consultant serves as a trusted advisor to PrismHR customers and is responsible for implementing new customers and consulting existing customers on software and industry best practices for the PrismHR core platform. The role independently leads customers through successful 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 and 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, and interpret Statements of Work that define project scope, assumptions, deliverables, estimated hours, and schedules.
• Maintain complete project documentation and detailed customer notes, and communicate project status proactively and regularly to management and relevant stakeholders.
• Independently manage multiple customer implementations and consulting projects to ensure deliverables meet established 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 in support of implementation and consulting objectives.
• Deliver effective presentations remotely and in person to customers at PrismHR meetings, customer engagements, and industry events.
• Occasional domestic travel up to 25% is required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. Travel may include air and ground transportation.

Marginal Functions

• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Knowledge, Skills, and Abilities

• 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, including the ability to explain technical and industry concepts to varied audiences.
• Strong presentation and facilitation skills for remote and in-person customer 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.

Required Education & Experience

• 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.
• An equivalent combination of relevant experience, skills, education, certifications, or job training may be considered where it demonstrates the ability to perform the essential functions of the role.
• Experience with Pendo is preferred.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.

Physical, Mental, & Communication Demands
Physical Demands:

• Sedentary Work: Work primarily involves sitting for extended periods at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Occasional movement throughout the office and at customer, meeting, conference, or training locations.
• Visual Acuity: Ability to read and analyze information on a computer screen, with reasonable accommodation as applicable, and in printed materials.
• Lifting & Carrying: Minimal lifting is required and may include handling documents and light office materials.
• Travel: Domestic travel up to 25% may involve extended sitting during air or ground transportation and standing or walking during client visits, meetings, and conferences.

Mental Demands:

• Concentration and Analysis: Sustained concentration and analytical thinking are required to interpret technical and business information.
• Decision Making: Ability to exercise independent judgment and make timely, informed decisions based on customer and project requirements.
• Attention to Detail: High accuracy is required when documenting requirements, managing project information, and communicating recommendations.
• Problem-Solving: Continuous need to evaluate and resolve complex or novel implementation and customer issues.
• Multitasking: Ability to prioritize competing demands and manage multiple projects, schedules, and deadlines.
• Stress Management: Ability to remain effective in high-pressure, customer-facing situations and adapt to changing project conditions.

Communication Demands:

• Interpersonal Skills: Build productive relationships and communicate effectively with customers, managers, cross-functional teams, and external contacts.
• Cultural Sensitivity: Communicate respectfully with individuals from diverse backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and accurate requirements, functional design documents, project notes, status updates, emails, and related documentation.
• Verbal Communication: Facilitate discussions, explain technical and industry concepts, and provide clear instructions and recommendations.
• Virtual Communication: Regularly use video conferencing, phone systems, and digital collaboration tools to engage customers and internal teams.
• Presentation Skills: Deliver effective remote and in-person presentations to customers, stakeholders, and industry audiences.

Environmental Conditions
This position is performed primarily onsite in a professional office environment and requires regular use of computers and standard office equipment. The work setting is climate-controlled with typical office lighting and low to moderate noise levels. The role involves extended periods of screen time, in-person collaboration and meetings, and minimal exposure to physical hazards. Domestic travel up to 25% may include customer sites, company locations, conferences, training venues, airports, hotels, and ground transportation and may involve extended sitting as well as standing and walking during client visits and events.

This position is eligible for the following 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 provided 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, hospital protection, legal and pet insurance.
PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Company's Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHR's Marketplace Partners.