Associate Client Success Manager Ops (Pacific Time)

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.  

Paylocity acquired Airbase! Airbase Inc., a modern finance and spend management software solution that combines bill pay / accounts payable automation, expense management, corporate cards and procurement capabilities. The acquisition of Airbase represents an expansion of Paylocity’s suite and is expected to deliver incremental integrated value to HR and finance leaders in managing all of their spend on a single platform – expanding the Paylocity total addressable market beyond HCM and further into the Office of the CFO.

Use your problem-solving skills to shape the way others see Airbase by 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; PST (8am-5pm).  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 Associate Client Success Manager is responsible for developing relationships within a client portfolio and ensuring those clients achieve long-term value through Airbase’s platform. This role applies business insight and independent judgment to address client needs, coordinate internal stakeholders, and drive adoption and satisfaction outcomes. This role supports retention and growth strategies by aligning customer objectives with platform capabilities.

Primary Responsibilities 

• Build and manage relationships within a defined book of business to ensure alignment between client business goals and Airbase’s platform capabilities.
• Use discretion to evaluate client health, prioritize engagement efforts, and address potential risk signals proactively.
• Lead discovery conversations to identify product adoption gaps and work cross-functionally to address blockers and enablement needs.
• Support expansion and renewal initiatives by uncovering potential growth opportunities and collaborating with Sales or Account teams.
• Maintain ownership of client success plans, documenting key outcomes, risks, and strategies in success tools and systems.
• Function as a product and process advocate internally, sharing client feedback and recommending improvements to enhance the customer experience

Education and Experience

• Bachelor's degree in related field
• 3–5 years of experience in a client-facing role in SaaS, consulting, or B2B services.
• Fluent in English with ability to communicate clearly and confidently
• Experience managing a revenue-based quota preferred
• Experience creating and delivering high quality QBRs to executive and leadership teams
• Experience managing de-escalations and coordinating feedback and discussions between internal/external teams
• Experience with Office of the CFO applications preferred
• Basic understanding of accounting and finance ecosystem preferred
• Experience utilizing common tools within the CS tech stack (Salesforce, Gainsight, Gong, Catalyst, Totango, Outreach) preferred
• Strong communication and relationship management skills, with the ability to engage and influence stakeholders.
• Demonstrated ability to assess client needs, use discretion to prioritize, and lead initiatives with minimal oversight.
• Comfortable analyzing product usage data and translating insights into strategic action.
• Ability to navigate cross-functional collaboration and manage multiple priorities effectively.

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 LeaveBenefits@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. 

 This role can be performed from any office in the US. The pay range for this position is $54,200-90,000 /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to 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.