Align HCM

Payroll

• Serve as the primary post-implementation partner for assigned clients
• Lead regular client touchpoints to review system performance, gaps, and optimization opportunities
• Build strong client relationships and drive overall customer satisfaction
• Facilitate consultative discussions on HR/payroll best practices and system utilization
• Perform configuration updates and enhancements within UKG Pro (Payroll & People modules)
• Analyze system performance and recommend improvements
• Manage and triage client inquiries, ensuring timely resolution or escalation
• Create documentation, templates, and client-facing materials
• Act as a Subject Matter Expert (SME) for UKG Pro Payroll & HR

SmartCare Advisor – UKG Pro, HR & Payroll

Sales

• Build the Broker Partner Network
• Identify and engage insurance brokers and benefits consultants in Align’s core geographies who serve mid-market employers (200–5,000 employees).
• Prioritize brokers who serve companies running UKG or Dayforce.
• Launch with 3–5 pilot partnerships, then scale to 15–20 active partners within the first year.
• Host quarterly broker education sessions (virtual or in-person) on post-go-live HCM challenges and how SmartCare addresses them.
• Own the Sales Cycle on Broker-Referred Deals
• Run discovery, build proposals, negotiate, close, and hand off to the SmartCare delivery team.
• Manage a pipeline of broker-sourced opportunities and maintain accurate forecasting in HubSpot.
• Coordinate with the direct sales team on broker-sourced leads that overlap with existing accounts or PE portfolio companies.
• Work with marketing to produce broker-specific content: case studies, co-branded collateral, and webinar invitations.
• Track all broker-sourced leads and revenue attribution in HubSpot to measure channel ROI and partner performance.

Channel Sales Lead

• Build the Broker Partner Network
• Identify and engage insurance brokers and benefits consultants
• Prioritize brokers who serve companies running UKG or Dayforce
• Launch with 3–5 pilot partnerships, then scale to 15–20 active partners within the first year
• Host quarterly broker education sessions on post-go-live HCM challenges
• Own the Sales Cycle on Broker-Referred Deals
• Run discovery, build proposals, negotiate, close, and hand off to the SmartCare delivery team
• Manage a pipeline of broker-sourced opportunities and maintain accurate forecasting in HubSpot
• Collaborate Across Teams

Consultant

• Lead clients through the full UKG Ready implementation lifecycle —from discovery workshops and requirements gathering to configuration, testing, and go-live
• Configure and optimize UKG Ready Payroll and Core HR modules using best practices
• Partner with client stakeholders to understand business processes and design effective solutions
• Facilitate client workshops, working sessions, and solution reviews
• Manage testing cycles, data validation, and system acceptance
• Collaborate with project managers and other consultants on multi-module implementations
• Provide post-go-live support and best practice guidance to ensure long-term client success
• Stay up to date on UKG Ready product enhancements and implementation methodologies

SmartCare Advisor – UKG Pro, HR & Payroll

Channel Sales Lead

Channel Sales Lead

UKG Ready Payroll/HR System Consultant