Client Account Associate

Menlo Ventures; Town of Florida (NY); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) match

Hybrid work model

Job summary

Paylocity in Lake Mary, FL is seeking a Client Account Associate to generate qualified leads and set up meetings for sales executives, operating on a hybrid schedule with three in-office days (Tue/Wed/Thu) and two remote days (Mon/Fri). You will nurture prospects and advance Paylocity’s HCM solutions.

You’ll work with Client Account Executives to build targeted strategies, maintain a healthy sales pipeline, and help achieve revenue targets in a collaborative team environment.

Qualifications

• Bachelor’s degree preferred or HS diploma with 2 years of experience.
• Strong verbal and written communication skills.
• Ambitious, hardworking, results-driven and team oriented.
• Resourceful and able to learn new products quickly.

Responsibilities

• Understand Paylocity’s products, services, sales tools and processes.
• Prospect and qualify current clients for Paylocity’s HCM solutions.
• Engage clients via multi-channel outreach to generate sales opportunities.
• Collaborate with Client Account Executives to develop lead-generation strategies.
• Establish trust with clients and position Paylocity as a long-term partner.
• Develop and maintain a robust sales pipeline to meet revenue targets.
• Set appropriate client expectations and maintain prospect data.

Skills

Verbal & written communication

Self-motivated

Ambitious

Team collaboration

Quick learner

Education

Bachelor’s degree preferred

High school diploma with 2 years experience

Job description

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.

As part of the Sales & Marketing team, you’ll help us solve challenges and succeed as you grow and understand the unique needs of our clients and tailor easy-to-use solutions to deliver the performance they need.

With a position in Sales & Marketing, you’ll strengthen our relationships with clients, anticipate their needs, and think outside the box to unlock new possibilities.

This role follows a hybrid schedule, requiring three days (Tue/Wed/Thu) in the office at our Lake Mary, FL location and two days (Mon/Fri) remote per week. The in-office days are subject to business needs. Candidates must be able to commute to the office as required. 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

Client Account Associate are responsible for generating qualified leads that progress into revenue-generating opportunities, nurturing prospects, and setting up meetings for sales executives through various channels, including email, phone, and web.

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.

• Possess a complete understanding of Paylocity’s products, services, sales tools, and processes.
• Prospect and qualify current clients for Paylocity’s HCM solutions.
• Engage current clients through multi-channel outreach, including phone, email, and social selling, to generate high-value sales opportunities.
• Work closely with Client Account Executives to develop targeted lead‑generation strategies and coordinate seamless hand‑offs.
• Establish trust with current clients through consultative conversations, positioning Paylocity as a long‑term partner in workforce transformation.
• Develop and maintain a robust sales pipeline to ensure consistent achievement of revenue targets.
• Set appropriate client expectations.
• Maintain accurate prospecting data, track interactions, and leverage analytics to refine outreach strategies.
• Perform miscellaneous duties and responsibilities to support and facilitate the CAE sales process.

Education And Experience

• A bachelor’s degree is preferred, but we also value a high school diploma with two years of work, military, or relevant experience.
• Strong verbal and written communication skills
• Ambitious, hard‑working, and not afraid of healthy competition
• Resourceful and able to learn new products and processes quickly
• Self‑motivated and results‑driven, yet enjoys being part of a team

Physical Requirements

• Ability to remain in a stationary position for extended periods of time.
• Ability to move around the office and interact with colleagues as needed.
• Ability to operate standard office equipment, including computers, phones, printers, and copiers.
• Ability to communicate effectively in person, via phone, and email.
• Ability to lift and carry up to 5 pounds as needed (e.g., moving office supplies or small packages).
• Ability to bend, reach, or stoop as needed to access file cabinets, office equipment, or other resources.
• Ability to maintain focus and attention to detail for extended periods.
• Ability to work at a desk or workstation for extended periods of time, including using a computer or writing.

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 base pay range for this position $40kMin - $70kMax /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for our variable commission plan and offers a full range of benefits outlined here. 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.

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