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Client Services Representative

2 months ago

Lake Mary, Florida, United States Paylocity Full time
Job Title: Client Services Representative

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering a comprehensive 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.

We give our employees what they need to succeed, including great benefits and perks. We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances.

And if it's career development you desire, we provide that, too. At Paylocity, people matter most and have always been at the heart of our business.

Position Overview:

If you're looking for a dynamic, energetic, and enthusiastic customer service team, you've come to the right place. As a Client Services Representative (Account Manager I) with Paylocity, you will be resolving Payroll and Human Resources (HR) system issues.

We are looking for ambitious learners, ready for a new challenge that includes troubleshooting, problem-solving, and building rapport with our business clients (B2B).

In this role, you will manage a shared book of business with your team. Your goal is to retain clients by providing outstanding support via phone and email, using technical knowledge, leveraging resources, and prioritizing requests.

Key Responsibilities:

  • Available consistently for inbound calls via queue phone system (Five9) as well as via email.
  • Manage workload in a fast-paced multitasking environment.
  • Understand how to build rapport with clients by managing expectations, providing timely updates, and project deliverables.
  • Meet expectations of Service-level Agreement (SLAs), and metrics which include availability, outbound adherence, first call resolution, escalations, client retention, etc.
  • Confidence and ability to navigate between multiple systems and screens to include software, databases, and reports.

Requirements:

  • High School Diploma or GED.
  • Experience in a high-volume customer service environment (Banking, Call Center, Finance, Hotel, Information Technology (IT), Insurance, Retail, or Restaurant).
  • Proficiency with MS Office suite (MS Word, MS Excel, and MS Outlook).
  • Exceptional verbal and written communication skills via phone and email.

Preferred Skills:

  • Bachelor's Degree.
  • CPP, FPC, APA, and/or SHRM-CP certified.
  • Experience in Technical troubleshooting, Software as a Service (SaaS) or IT helpdesk.
  • Proficiency with Salesforce or CRM tool.
  • Career progression or leadership experience.

Paylocity is an Equal Opportunity Employer:

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 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.