Client Services Representative, Paylocity

• Bachelor’s degree
• Proficiency in Microsoft Office suite
• Strong written communication skills for business correspondence
• Strong team player with attention to detail
• Self-starter with the ability to handle multiple projects at once
• Essential skills: Analytical thinking, problem-solving, time management, communication, and decision-making

Desirable

• As the Account Manager, I play a pivotal role in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise
• By effectively utilizing available resources and prioritizing issues, the Account Manager I deliver outstanding customer service
• The role involves meeting performance metrics through a combination of inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges
• Serving as the primary point of contact within a dedicated client support team, the Account Manager assumes full responsibility for maintaining and enhancing client relationships
• Issue Resolution – Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary
• Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions
• Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction
• Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed
• Continued Learning – Dedicated to personal and professional growth, stay current by completing educational courses and assigned training within designated timeframes
• Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up
• Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information
• Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders
• Guidance – Provide clients with guidance on HR and Payroll best practices, software change management, and alignment with Paylocity products
• Schedule: In Office Monday - Friday, 9:00am - 6:00pm (CST)
• Reports To: Client Services Team Lead