Teams at Wealth

Own People Operations and Employee Relations across payroll, benefits, leave, compliance, onboarding, offboarding, investigations, performance management, and exits. Implement and manage Paylocity as the HR system of record, ensure accurate multi-state and international processes, coach managers through employee issues, and automate repetitive workflows using AI and connected systems.

Manage day-to-day relationships with institutional clients, overseeing onboarding, deployment, adoption, issue resolution, usage monitoring, QBR preparation, and proactive retention efforts. Coordinate with Product, Engineering, Support, and Compliance teams to resolve issues and improve workflows. Maintain client documentation, identify engagement opportunities, provide trusted-advisor guidance, and contribute to scalable internal processes.

Build and maintain revenue operations automation and integrations across Salesforce and other GTM tools. Own APIs, webhooks, data synchronization, Salesforce administration, AI-assisted workflows, enrichment pipelines, data quality, attribution reporting, and pipeline analytics. The role requires hands-on technical execution, debugging, documentation, and process automation across sales and marketing systems.