Account Manager I – Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and nurture relationships within a designated portfolio of clients.

• Align client objectives with the capabilities of Paylocity's Finance platform.

• Diagnose and resolve issues related to client finance and accounting systems.

• Oversee workloads while ensuring availability for client assistance.

• Escalate concerns when necessary.

• Advocate for client interests by providing clear and effective solutions.

• Collaborate with internal teams including product, technical, and implementation partners.

• Assess client health and proactively address potential risk indicators.

• Conduct client check-ins and business reviews.

• Guide clients through account updates and identify opportunities for product adoption.

• Deliver solutions promptly, adhering to client specifications and internal service standards.

• Achieve metrics related to availability, outbound adherence, first-call resolution, case handling, escalations, product adoption, client retention, and satisfaction.

• Utilize resources to find and confirm answers.

• Record issues in compliance with established policies.

• Complete required educational courses and training.

• Manage multiple tasks, respond swiftly, and ensure timely follow-ups.

• Analyze product usage and client health data, translating findings into actionable strategies.

• Facilitate 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 discipline.

• A minimum of 2–5 years of experience in a client-facing position within SaaS, consulting, or B2B services.

• Proficient in the Microsoft Office suite.

• Excellent written communication abilities.

• Strong communication and relationship management skills, with the capability to engage and influence stakeholders.

• A collaborative team player with a keen eye for detail.

• Self-motivated with the capacity to manage multiple projects simultaneously.

• Strong analytical, problem-solving, time management, communication, and decision-making skills.

• Ability to remain seated for extended periods, typically 7–8 hours a day.

• Competence in operating a computer, utilizing phone systems, typing, and using various software applications concurrently.

• Must be available five days a week during designated working hours.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) matching.

• Career development opportunities.

• Access to educational courses and assigned training.

• Annual bonus.

• Grant of restricted stock units based on individual performance.

• Comprehensive benefits package.

• Fully remote work from home or from the designated location within the U.S.