Paylocity

Account Executive

• Prospect and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain client documentation required for migration to the Paylocity system
• Work directly with internal departments to ensure smooth client transitions
• Develop prospects through telemarketing, referrals, professional and personal contacts, and other sources
• Build and maintain relationships within the Broker channel and other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Perform other assigned duties

HCM Account Executive

Accounting Manager

• Reconcile all client-held funds accounts for Paylocity
• Perform daily bank reconciliation for payroll, tax, and benefit accounts
• Review and validate deposits, withdrawals, and other bank-related transactions
• Investigate and resolve discrepancies between bank statements, cash balance accounts, and outstanding items
• Monitor daily and weekly cash balances by client and across the total client base
• Ensure remittances are made timely and cash collections are recorded and cleared
• Make cash adjustments based on reports
• Collaborate with internal partners to coordinate system fixes
• Work with the bank on returned items and inquiries
• Report payroll, tax, and benefit exceptions for review and resolution
• Reconcile incoming wires and ACHs for payroll and tax accounts
• Review and reconcile client credits
• Provide proof of payments to the Tax Department
• Assist with monthly financial reconciliations
• Monitor incoming CFA team email accounts and ensure timely responses
• Suggest and write procedures to improve processes
• Support continued process improvement
• Assist with new business initiatives

Client Funds Accounting Specialist – Tax

Benefits Advisor

• Facilitate closing new business opportunities for FSA, HSA, LSA, HRA, and COBRA
• Work with outside and inside sales Account Executives to follow up on leads
• Meet the needs and requests of brokers and employers
• Respond to broker and employer queries in a timely manner
• Perform needs analysis with prospective clients in TPA and related systems
• Conduct product demonstrations using messaging techniques to establish buyer connection and complete sales
• Present TPA strategies and business solutions to increase sales performance
• Respond to Account Executive/CCC product-related questions
• Communicate solutions regarding Paylocity products, processes, and timelines
• Train internal partners on TPA products and assist with talk tracks to uncover leads
• Facilitate feedback to departments regarding client needs, operational needs, business opportunities, product features, and marketing/sales programs
• Recommend creative selling and product positioning techniques using market, product, and competitive knowledge
• Respond to functional and technical elements of RFIs/RFPs
• Maintain existing client and broker relationships

Benefits Technologies Advisor

• Generate net-new current client business opportunities by leveraging the company’s expertise, industry profile, and industry knowledge
• Schedule and present Paylocity products and services to current clients with 500 or more employees
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain documentation required for clients adding additional functionality
• Work directly with internal departments to ensure a smooth transition for clients adding additional functionality
• Create executive-level relationships with clients through telemarketing, onsite meetings, referrals, professional and personal contacts, and other sources
• Drive current-client new-feature adoption rates
• Build and maintain relationships with current clients through quarterly touch points to determine needs for additional services
• Work closely with internal service partners to provide the best client experience
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed monthly, quarterly, and annual sales quotas for the territory
• Perform other duties as assigned

Enterprise HCM Account Executive

Solutions Engineer

• Serve as the solutioning specialist for Paylocity’s managed services portfolio, including the Elevate Solutions portfolio supporting payroll, HR, and implementation
• Partner across Sales, Solutions Consulting, Revenue Operations, GTM Training, Product, Operations, and Service Delivery
• Ensure opportunities are qualified, discovered, scoped, priced, and operationally feasible before contract execution
• Support standard and moderately complex opportunities
• Contribute to solution frameworks and enablement materials
• Follow and improve repeatable processes, readiness, delivery alignment, and client outcomes
• Act as the first line of defense for field questions related to qualification, scoping, pricing, service fit, implementation expectations, contracting boundaries, and operational handoffs
• Participate in customer discovery sessions, including senior stakeholders as needed
• Translate business challenges into outcome-oriented service recommendations
• Develop and maintain qualification frameworks, service-fit criteria, scoping standards, and governance processes
• Partner with Revenue Operations and GTM Training to create scalable enablement assets and knowledge resources
• Support strategic deal reviews and validate readiness, scope assumptions, client responsibilities, and delivery expectations before contract execution
• Represent the voice of the field in Product, Operations, Service Delivery, Finance, Legal, and Sales Leadership discussions
• Share knowledge and support consistent solutioning practices, standards, and decision-making

Solutions Consultant – Managed Services

• Prospect for and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain client documentation required for transition to the Paylocity system
• Work with internal departments to ensure smooth client transitions
• Develop prospects through telemarketing, referrals, professional and personal contacts, and other sources
• Build and maintain relationships within the Broker channel and other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Report to the Director of Sales
• Perform other duties as assigned

Financial Crime

• Oversee Paylocity’s AML Program to maintain compliance with AML regulations and related reporting requirements
• Serve as Paylocity’s AML Compliance Officer
• Lead Paylocity’s AML Governance Committee
• Interact with Senior Management to raise awareness of compliance or regulatory trends, emerging issues, or program enhancements
• Oversee preparation of materials for relevant AML or risk committees
• Monitor know-your-client initiatives and customer due diligence frameworks for AML compliance
• Use industry best practices and statistical tools to advise on risk assessments, financial profiling and other due diligence programs
• Assess risk and escalate, manage and report issues transparently
• Collaborate cross-functionally with Product and Technology, Sales, Risk Mitigation, Banking, Legal, Operations and Government Relations
• Advise the business on new initiatives, products, acquisitions and client-related AML compliance risks
• Monitor money movement regulations and inform policies and actions
• Advise on fraud prevention, detection and control monitoring programs
• Apply AML regulatory expertise to know-your-client initiatives and provide AML compliance training
• Participate in industry consortiums concerning AML, know-your-client and credit/fraud risk

Director, AML Compliance

• Prospect and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals
• Provide follow-up throughout the sales process
• Organize, complete and obtain client documentation required to move to the Paylocity system
• Work directly with internal departments to ensure a smooth client transition
• Develop prospects through telemarketing, referrals, professional and personal contacts, and other sources
• Build and maintain relationships within the Broker channel and with other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Report to the Director of Sales

Product Manager

• Manage a portfolio of SaaS products focused on user engagement, satisfaction, and long-term retention
• Oversee product development from ideation through execution
• Collaborate with cross-functional teams to deliver high-impact products
• Define and execute customer-centric product strategies
• Help PMs establish long-term strategies, success metrics, and competitive intelligence
• Build business cases for product initiatives aligned with customer needs and market trends
• Monitor product performance and adjust strategies based on feedback and market opportunities
• Oversee the product lifecycle, ensuring timely delivery and addressing roadblocks and risks
• Collaborate with Engineering and Design leadership on timelines, vision, and risks
• Drive transparency, collaboration, and idea validation within the team
• Identify customer pain points and emerging trends to drive product improvements and innovation
• Foster a data-driven, experimentation-driven culture
• Promote adoption of AI and automation technologies
• Partner with Sales, Marketing, and Customer Success to align product strategies with business goals
• Report on product progress and adjust strategies based on business trends and customer insights
• Promote collaboration across teams and alignment on objectives
• Support PM professional development and cultivate data-driven decision-making

Product Manager II – Marketplace

• Prospect for and develop business sales relationships with potential clients
• Close new and expanded sales agreements
• Generate net-new business opportunities consistently using company expertise and industry knowledge
• Schedule and present Paylocity services to prospective clients
• Prepare and present proposals and provide follow-up throughout the sales process
• Organize, complete, and obtain client documentation required for transition to the Paylocity system
• Work with internal departments to ensure smooth client transitions
• Develop prospects through telemarketing, referrals, professional and personal contacts, and other sources
• Build and maintain relationships within the Broker channel and other referral sources
• Maintain contact with existing customers to identify needs for additional services
• Attend trade shows, conferences, and other events to promote Paylocity services
• Meet or exceed quarterly and annual sales quotas for the territory
• Perform other duties as assigned