Iris Ortiz Email & Phone Number

Orlando, Fl, Us

Cincinnati, Oh, Us

• Provide coaching and support to team members for delivering exceptional client onboarding experience.• Lead a team of client-facing associates responsible for accurate and efficient implementation of single or multi-product configurations.• Collaborate with Sales and other internal Stakeholders to understand client expectations and align product capabilities to meet their needs.• Work closely with Product Development/IT to troubleshoot technical anomalies and drive continuous improvement.• Maintain strong relationships with internal business partners and Client Support to ensure smooth client transitions, client retention, and high satisfaction.• Monitor implementation projects, communicate updates to stakeholders, and analyze metrics for performance assessment.• Budget and forecast revenue on a monthly and quarterly basis with an emphasis on minimizing pushes and No Starts.

Schaumburg, Illinois, Us

• Manage/Coach/Develop a team of 30 Entry Level Implementation Consultants (both on site & remote) that monitors the Mid Market East Coast Division for all Payroll Implementations. • Lead and Drive important initiatives such as Implementation Consultant training and internal processes.• Assisted in change management through the migration of Clarizen to Salesforce TaskRay tools. • Managed and collaborated in multiple ad hoc projects that included data manipulation and reporting out to senior & executive leadership.• Lead monthly townhall for all Mid Market Implementation Consultants to share executive updates including process changes, revenue report outs and initiative updates. • Consistently partner with Sales and Clients to create SOP’s for our largest revenue clientele. • Perform onsite visits to large clients and presented alongside Sales to ensure the onboarding of additional business is effortless for the client. • Manage client escalations to completion.• Provides continuous partnership with internal business partners such as Sales, Service and other Implementation Teams. • Effectively handle escalation calls and emails and strategize solutions for clients effectively and timely.• Highly proficient in Salesforce Lightning and TaskRay. • Utilize complex formulas, v-lookups, & complex formulas for data & trend analysis

Schaumburg, Illinois, Us

• Supervised the work of a group on 10 Implementation Consultants on a day-to-day basis, to ensure KPI’s were being met. • Delegated incoming projects to Implementation Consultants on a daily basis. • Provided training and assisted with coaching and development of new and existing team members.• Facilitated communication through regularly occurring meetings, 1:1s and team huddles.• Provided input and recommendations to managers in the Implementation department in the areas of performance management, promotional opportunities, employee terminations and performance issues. • Collaborated with Service Leaders to create a roadshow presentation to share the internal operations and processes of our departments and encourage teamwork and remove silos.

Schaumburg, Illinois, Us

• Acted as a technical resource for Security and Accrual Platforms.• Held regularly scheduled meetings with Professional Services Consultants to ensure deadlines were being met.• Performed quality assurance checks to ensure that all file setup work has been completed accurately.• Acted as primary contact for new hires and collaborated with Learning and Development for supplemental training for all team members.• Handle all escalation delivered up by Supervisors and/or teammates.

Schaumburg, Illinois, Us

• Designed and executed training to our Product Support Specialists and Account Managers in regard to, effectively using Paylocity’s Time and Labor, HRIS and Mobile Applications to ensure clients were self-sufficient and comfortable.• Served as a liaison between Client Services and Product Development to provide the Voice of the client and ensure that necessary updates were prioritized and rolled out effectively. • Performed weekly trending of operational performance by evaluating system performance issues, training gaps and product development needs within our Client Services database. • Strategized and executed the development of Product Owners internally within Product Support to better enhance the client and new hire experience by reviewing the CS Portal and updating and maintaining internal documents.

Schaumburg, Illinois, Us

• Managed a portfolio of 1 million dollars’ worth of revenue while guiding escalated clients through processing payroll and understanding the individual needs of the client within Web Time and Web Pay. • Analyzed client’s payroll and H.R. needs by providing multiple methods within the system to accomplish the clients’ unique goals. • Fostered excellent long-term relationships with clients, maintaining constant communication and facilitating solutions to address concerns. About Paylocity:"Since 1997, Paylocity has been providing innovative payroll services and human resource software solutions to employees and businesses across America. As America's leading independent provider of online payroll and HR solutions, Paylocity has twice been named "Service Bureau of the Year" by the Independent Payroll Providers Association (IPPA). Additionally Paylocity has been named six times by Inc. Magazine as being amongst the nation's fastest-growing, privately held companies. More importantly, Paylocity has maintained an average 97% client retention rate for 10 years running, a true testament to our client commitment and payroll and human resource software solutions."

New York, Ny, Us

London, England, Gb

• Increased sales revenue by 25.3% by effectively recruiting, selecting, and training an effective sales associate.• Trained new sales associates across the Central Florida region of The Body Shop products and how to effectively handle difficult clients.• Conducted weekly customer needs assessments to recognize partialities, constantly driving store goals and productivity.

Bachelor Of Science, Business Management

Associate Of Science, Buisness Administration