Key Responsibilities:
- Template & Cycle Governance
- Build, test, and publish PerformYard review, check-in, and 360 templates.
- Maintain annual goal setting and calibration calendars.
- Align templates to career levels and merged-firm structures.
- System Administration
- Configure workflows, permissions, and notifications.
- Coordinate releases, sandbox testing, and integrations
- Provide Tier-2 support and serve as SME for firm admins.
- Approve new hires, move into Groups, updates emails (PerformYard)
- Data & Insights
- Monitor participation, completion, and feedback trends.
- Develop dashboards (Power BI/Tableau) showing engagement, ratings dispersion, and KPI alignment.
- Deliver quarterly ROI reports to Director, L&D & Performance.
- Content & Enablement
- Partner with L&D to develop job aids, quick-reference guides, and how-to videos.
- Maintain intranet pages and resource hubs for managers and employees.
- Lead live and virtual training sessions on performance best practices.
- Change Management & Communication
- Draft all performance-related communications (cycle launches, reminders, policy updates).
- Coordinate with Integration team to onboard new firms into PerformYard within 30 days of close.
- Capture user feedback and iterate templates and processes.
- Compliance & Contract Support
- Track licensing/usage metrics; work with Procurement on renewals.
- Ensure alignment with AICPA Code, state CPE ties, and internal policies.
Qualifications:
- Education & Experience – Bachelor’s degree; 2-3 years administering a performance-management platform (PerformYard preferred) in a multi-entity or professional-services environment.
- Technical – Skilled with HRIS data feeds, CSV imports, report builders, and visualization tools (Power BI/Tableau). Basic understanding of SCORM/xAPI a plus.
- Analytical – Able to translate raw data into actionable insights and ROI narratives.
- Communication – Strong writer/presenter; comfortable producing partnering with L&D on micro-learning videos (Colossyan) and intranet content.
- Collaboration – Proven success partnering with L&D, HRIS, Compliance, and business leaders.
- Experience working in fast-paced, entrepreneurial, or private equity-backed organizations is highly preferred.