Sales Operations Coordinator

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete 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.  

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. 

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.  

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. 

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!   

Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.  

Position Overview

The Sales Operations Coordinator plays a pivotal role in driving the success of our Sales and Operations Departments. Sales Operations Coordinators provide indispensable support to the sales team and ensure seamless execution of sales and implementation processes, delivering an exceptional client experience. This position requires meticulous attention to detail, effective communication and organizational skills, and a passion for sales operations.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Support the sales team by managing sales processes, including processing online paperwork, reviewing contracts for accuracy and completeness, and collecting outstanding client documents. 
• Ensure strict compliance with client-required documentation and initiate service set-up by creating cases. 
• Collaborate with other departments to optimize sales operations, maximize efficiency, and meet critical deadlines. 
• Monitor dashboards for client files and projects, ensuring timely turnaround. 
• Serve as a liaison between Sales and various departments, providing troubleshooting assistance, and educating Account Executives on client paperwork requirements. 
• Offer comprehensive administrative support to a large team of sales representatives, including addressing inquiries, managing business card orders, and facilitating marketing material procurement. 
• Exemplify the values and culture of the department and company, fostering strong teamwork and synergy internally and externally.

Education & Experience 

• Bachelor's degree in business administration or a related field or experience in sales operations or a related administrative role.
• Proficiency in computer skills, including Salesforce, CRM (Customer Relationship Management) software, and Microsoft Office Suite. 
• Strong attention to detail and commitment to follow through on tasks and projects. 
• Excellent communication, active listening, and presentation skills. 
• Exceptional multitasking abilities, with the capacity to manage multiple projects concurrently. 
• Collaborative mindset, respecting diverse perspectives, and contributing insights in team and one-on-one discussions. 
• Strong problem-solving skills and adaptability to changing objectives. 
• Enthusiasm for self-development and a passion for process improvement. 
• Self-motivated with the ability to work as an individual and part of a team. 
• Potential for client contact based on need. 
• Undertake supplementary duties as outlined by Management to support the Sales team and optimize operational efficiency.

Physical requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. 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 embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. 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.  

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. 

The base pay range for this position is $17.12 - $24.00/hour; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.  

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