Client Account Associate

Client Account Associate

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.

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 Associates 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:

• 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 View email address on click.appcast.io. 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.