Account Manager I - Paylocity for Finance

Job Type

Full-time

Description

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.

Position Overview

The Account Manager I plays a pivotal role in owning and growing client relationships within a defined book of business while resolving client finance and accounting system challenges across AP automation, expense management, guided procurement, and spend management. Combining fundamental technical expertise with a proactive, relationship-driven approach, the Account Manager I helps clients get the most value from Paylocity for Finance. By effectively utilizing available resources, prioritizing issues, and monitoring client health, the Account Manager I delivers outstanding service and drives adoption and retention. The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, client check-ins, business reviews, and email exchanges. Serving as the primary point of contact within a dedicated client services team, the Account Manager I assumes full responsibility for maintaining and enhancing client relationships.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Relationship Ownership – Build and manage relationships within a defined book of business, ensuring alignment between client business goals and Paylocity for Finance platform capabilities.

Issue Resolution – Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary.

Client Focus – Champion clients’ interests, delivering clear and effective resolutions. Collaborate with internal product, technical, and implementation partners to provide optimal solutions.

Client Health & Proactive Engagement – Use discretion to evaluate client health, prioritize engagement efforts, and proactively address risk signals before they impact the client relationship.

Check-ins & Business Reviews – Lead client check-ins and business reviews, walk clients through account updates, and identify opportunities to deepen product adoption.

Timely Solution Delivery – Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, product adoption, and high client retention & satisfaction.

Leverage Resources – Appropriately leverage resources to source and validate answers, document issues while adhering to policies, and ensure a seamless client experience. Embrace feedback and adapt behaviors as needed.

Continued Learning – Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes.

Expectations

Dependability/Follow-Up – Proficiently multitask, respond promptly, and ensure timely follow-up.

Problem Solve – Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information.

Communication – Exhibit professional written and verbal communication consistently with internal and external stakeholders.

Relationship Management – Engage and influence client stakeholders, manage de-escalations, and coordinate feedback and discussions between internal and external teams.

Data-Driven Insights – Analyze product usage and client health data and translate insights into clear, actionable next steps for the client and internal teams.

Required

Education and Experience

Bachelor’s degree in Business, Finance, Accounting, Communications, Organizational Leadership, International Business, Hospitality, or a related field

A Minimum of 2-5 years of experience in a client-facing role in SaaS, consulting, or B2B services

Proficiency in Microsoft Office suite

Strong written communication skills

Strong communication and relationship management skills, with the ability to engage and influence stakeholders

Strong team player with attention to detail

Self-starter with the ability to handle multiple projects at once

Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making

Preferred

Experience in account management, customer success, customer service, or a previous client-interfacing role

Experience with Office of the CFO applications (e.g., AP automation, expense management, procurement, or accounting/ERP systems)

Comfortable leading client check-ins and business reviews and walking clients through account updates

Experience managing de-escalations and coordinating feedback between internal and external teams

Demonstrated ability to assess client needs, use discretion to prioritize, and lead initiatives

Comfortable analyzing product usage data and translating insights into strategic action

Physical Requirements

Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.

Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion