Account Manager I - Paylocity for Finance - Remote, US.

Paylocity; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) match

Job summary

Paylocity is seeking an Account Manager I to own and grow client relationships within a defined book of business for Paylocity for Finance. The role blends technical understanding with a relationship-driven approach to help clients maximize value from the platform.

You will engage via calls, Zoom meetings, and business reviews, ensuring strong client health, timely issue resolution, and measurable product adoption while meeting performance metrics and driving retention.

Qualifications

• 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 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

Responsibilities

• Build and manage relationships within a defined book of business, ensuring alignment between client goals and Paylocity for Finance capabilities
• Maintain consistent availability, manage workloads for optimal accessibility, troubleshoot and resolve client issues
• Champion clients’ interests, delivering clear and effective resolutions; collaborate with internal teams to provide solutions
• Evaluate client health, prioritize engagement efforts, and proactively address risk signals
• Lead client check-ins and business reviews, walk clients through account updates, identify opportunities to deepen product adoption
• Prioritize on-time delivery in line with client requirements and metrics
• Leverage resources to source and validate answers while adhering to policies
• Commit to ongoing learning and training within set timeframes
• Multitask, follow-up promptly, and ensure timely responses
• Communicate professionally with internal and external stakeholders
• Manage relationships, de-escalate where needed, coordinate feedback between teams
• Analyze product usage data and translate insights into actionable steps

Skills

Account management

Client relationships

Communication

SaaS experience

Microsoft Office

Education

Bachelor’s degree in Business/Finance/Accounting/Communications

Tools

Microsoft Office

Job description

Account Manager I - Paylocity for Finance

Paylocity is an equal opportunity employer.

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 elevate 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.
• 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.

Education and Experience

Required

• 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 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 of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [e-mail]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay range for this position is $50,000 - $70,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here opens in a new tab This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. opens in a new tab

At Paylocity, “We” is what makes us different. We are committed to fostering aculture that honors diverse opinions, perspectives, and backgrounds, knowing that each makes us stronger andcollectively unbeatable together. We actively cultivate these differences as we engage each other in drivinginnovation in the software and services we provide our customers. Paylocity is an equal opportunityemployer.If you are an individual with a disability and you need assistance or a reasonable accommodation during theapplication process, please contact our services team at [phone].