Account Representative

Paylocity; Hayward, Northern (CA, KY); Hybrid; USD 42,000 - 70,000; Full time

Job summary

Paylocity is seeking an Account Representative to serve as the primary contact for our clients, build lasting relationships, and align product solutions to customer needs. This role collaborates with multiple departments to fulfill requests and ensure timely deliveries.

The position requires strong communication, organizational skills, and a proactive approach in a fast-paced environment. Previous NetSuite and MS Office experience is preferred.

Qualifications

• Bachelor’s Degree/HS Diploma or equivalent required.
• At least 2 years of related experience with similar duties.
• Experience with NetSuite or similar sales software.
• Proficient in MS Office.

Responsibilities

• Serve as a main point of contact for client concerns and needs.
• Coordinate with sales team by managing sales orders, quotes, and filing important documents.
• Collaborate with internal departments to facilitate client needs.
• Maintain updated knowledge of company products and services.
• Handle the processing of all orders with accuracy and timeliness.
• Act as a client advocate to improve customer experience.
• Make outbound calls to existing customers to review opportunities.
• Promote products to new and existing clients through daily calls and walk-ins.
• Stay connected with clients regularly within the territory.

Skills

Verbal communication

Written communication

Analytical skills

Organizational skills

Customer service

Attention to detail

Problem solving

Self-starter

Education

Bachelor’s Degree/HS Diploma or equivalent

2+ years related experience

Tools

NetSuite

MS Office

Job description

Description

The Account Representative will act as a point of contact for the customers. This position will build long-lasting, mutually beneficial relationships with the customer, always striving to find the product that best fit the customer needs. This position works with other departments to ensure customer needs are meet in a timely manner.

Requirements

DUTIES AND RESPONSIBILITIES

• Serve as a main point of contact in all matters to client concerns and needs
• Coordinate with sales team by managing sales orders, quotes, and filing important documents and communicating relevant information.
• Collaborating with internal departments to facilitate client need fulfillment
• Maintain updated knowledge of company products and services
• Handle the processing of all orders with accuracy and timeliness
• Act as a client advocate with a focus on improving customer experience
• Make outbound calls to existing customer base reviewing potential opportunities
• Promotion of our products to new and existing clients through daily calling and walk-ins
• Proactively remain connected to clients and engage on a regular effective basis in a given territory
• Must be able to work with limited supervision in an extremely fast paced environment, while maintaining the highest level of professionalism
• Create sales order, PO’s to vendors, handle lease documents and submit completed sales orders for allied to accounting to invoice with POD, PO’s and supporting files
• Work with the outside sales team to ensure upsell opportunities and increase overall value
• Meet and exceed sales KPI metrics for emails, calls, and meetings
• Provide clients and prospects with detailed proposals and consultations via phone and email
• Performs other duties as needed

REQUIRED SKILLS/ABILITIES:

• Excellent verbal/ written communication and presentation skills.
• Strong analytical skills to identify trends and sales patters
• Ability to work at a fast pace and under pressure.
• Excellent organizational, time management, follow-through and multitask skills
• Advanced customer service skills.
• Superior attention to detail
• Adaptability and strong problem-solving skills
• Knowledge of the industry is recommended but not required.
• Proactive, self-started with good judgement and ability to work unsupervised

EDUCATION AND EXPERIENCE:

• Bachelor’s Degree/High School Diploma or equivalent required.
• At least 2 years of related experience and execution of similar duties
• Previous experience with NetSuite or other sales software.
• Proficient in MS Office