This role is a client engagement expert focused on creating and maintaining excellent relationships with our largest clients. This person will work with a defined set of clients and focus on expanding and growing relationships with decision-makers and executives across the client organization. Using business and industry knowledge, this person will help clients identify best practices and accelerate value from Paylocity products and services. They will grow the relationship through upselling additional products and services and increasing utilization of their existing products. They will work closely with the Director to advocate for these clients and ensure we are meeting their needs.

Location: Remote

Reports To: Manager, Client Engagement


The below represents the primary duties of the position, others may be assigned as needed.

  • Develop a deep relationship with a set of top clients and understand their business models and strategies
  • Gain an understanding of typical client business challenges and objectives and map Paylocity features/benefits to address these needs
  • Develop strong internal relationships with Sales, Client Services, and other Paylocity divisions to drive solutions that improve client satisfaction
  • Identify opportunities for upselling of additional products to help the client meet their strategic needs
  • Consult with clients regularly on best practices and increase product utilization and engagement with Paylocity products across the client portfolio
  • Identify client retention risk and implement plans to mitigate risk; overall, ensure client retention of assigned client portfolio
  • Identify client dissatisfaction areas and advocate solutions and/or appropriate resources to solving those issues
  • Work with Sales leadership to ensure referenceable clients and to protect the overall reputation of Paylocity in local markets


  • 3+ years of sales, consulting, and/or relationship management experience in a comparable B2B, technology-based industry
  • HCM or B2B SAAS Technology experience
  • Ability to travel 25%

Preferred Skills:

  • At least 1 year of payroll, HRIS, or HCM experience
  • At least 1 year of customer success, client relationship, or account management experience
  • Experience managing large enterprise accounts
  • Proven effectiveness with executives
  • Undergraduate degree

Soft Skills:

  • Results-driven and passionate about client engagement, retention, and account management
  • Able to develop relationships in person and virtually
  • Skilled at identifying new business opportunities
  • Proven results managing high revenue B2B corporate relationships
  • Excellent communication and presentation skills
  • $48,500 – $76,055/yr; h
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