Account Manager I – Finance

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $50k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 0%

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Paylocity

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1997

👥 HR Tech

☁️ SaaS

🤝 B2B

💰 $10M Venture Round - Paylocity on 2008-05

HR Tech • SaaS • B2B

Paylocity is a provider of cloud-based payroll and human capital management software for businesses of all sizes. Its platform includes payroll, HR, time & labor, benefits administration, talent management (recruiting, onboarding, performance, learning), employee experience tools and AI-driven features, and it serves small businesses through enterprises as well as partners such as accountants, brokers, and tech partners.

📋 Description

• Build and manage relationships within a defined book of business • Align client business goals with Paylocity for Finance platform capabilities • Troubleshoot and resolve client finance and accounting system issues • Manage workloads and maintain availability for client support • Escalate issues when necessary • Champion client interests and deliver clear, effective resolutions • Collaborate with internal product, technical, and implementation partners • Evaluate client health and proactively address risk signals • Lead client check-ins and business reviews • Walk clients through account updates and identify product adoption opportunities • Deliver solutions punctually in line with client requirements and internal service metrics • Meet metrics for availability, outbound adherence, first-call and case resolution, escalations, product adoption, client retention, and satisfaction • Leverage resources to source and validate answers • Document issues in accordance with policies • Complete educational courses and assigned training • Multitask, respond promptly, and ensure timely follow-up • Analyze product usage and client health data and translate insights into actionable next steps • Coordinate feedback and discussions between internal and external teams

🎯 Requirements

• Bachelor’s degree in Business, Finance, Accounting, Communications, Organizational Leadership, International Business, Hospitality, or a related field • 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 • Analytical thinking, problem-solving, time management, communication, and decision-making skills • Ability to sit for extended periods, typically 7–8 hours a day • Ability to operate a computer, use phone systems, type, and use multiple software programs simultaneously • Must be available five days per week during designated work hours

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • 401(k) match • Career development • Educational courses and assigned training • Annual bonus • Restricted stock unit grant based on individual performance • Full range of benefits • Fully remote work from home or location of record within the U.S.

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