Paylocity
Account Manager II - Spending Accounts & COBRA (TPA/COBRA)
Paylocity, Schaumburg, Illinois, us, 60159
Account Manager II - Spending Accounts & COBRA (TPA/COBRA)
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions with a platform that helps businesses automate HR and payroll processes, attract and retain talent, and build a strong workplace culture. Description 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. In-Office : This is a 100% in-office role based at our
Schaumburg, IL / Meridian, ID / Rochester, NY
location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview
The Account Manager II is pivotal in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. The Account Manager II delivers outstanding customer service by effectively utilizing available resources and prioritizing issues. The role involves meeting performance metrics through inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager II assumes full responsibility for maintaining and enhancing client relationships. Responsibilities Primary Responsibilities Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary. Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions. Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction. Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adopt behaviors as needed. System Capabilities - Ability to navigate systems and maintain advanced knowledge in Paylocity Products and Partners. Team Player - The ability to work cross-functionally, contribute to collective goals, and share insights. Fosters a cohesive and productive work environment.
Expectations
Dependability/Follow-Up - Proficiently multitask, respond promptly, and ensure timely follow-up. Problem Solve - Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information. Communication - Exhibit professional written and verbal communication consistently with internal and external stakeholders. Knowledge & Resourcefulness - Ability to effectively utilize internal resources and resolve issues to ensure minimal escalations and maintain a positive customer experience. Optimizing Products - Being the product expert while being current on product releases and mandatory training.
Required Education and Experience
High school diploma or equivalent required; bachelor's degree or equivalent experience preferred Minimum of 8 months of AM or IC experience in payroll-related work Experience in customer service or previous client interfacing role Strong computer skills, including Microsoft Office with proficiency in Excel Strong written communication skills for business correspondence Strong team player with attention to detail Essential Skills - Analytical thinking, problem solving, time management, communication and decision-making
Preferred
Bachelor's Degree CPP, FPC, APA, and/or SHRM-CP certified Experience in payroll and/or call center environment Self-starter with the ability to handle multiple projects at once
Physical Requirements
Ability to sit for extended periods - typical 7-8 hours a day Use of computer and phone systems - operate a computer, use phone systems, and type, including multiple software programs
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. We actively cultivate differences through ERGs, employee experiences, perspectives, talents, and approaches to drive innovation. 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. Do not send resumes to this address. The pay range for this position is $40,000 - $57,000 /yr; base pay offered may vary depending on knowledge, skills, and experience. This position offers a full range of benefits. Applicants should apply via www.paylocity.com/careers. #J-18808-Ljbffr
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions with a platform that helps businesses automate HR and payroll processes, attract and retain talent, and build a strong workplace culture. Description 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. In-Office : This is a 100% in-office role based at our
Schaumburg, IL / Meridian, ID / Rochester, NY
location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview
The Account Manager II is pivotal in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. The Account Manager II delivers outstanding customer service by effectively utilizing available resources and prioritizing issues. The role involves meeting performance metrics through inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager II assumes full responsibility for maintaining and enhancing client relationships. Responsibilities Primary Responsibilities Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary. Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions. Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction. Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adopt behaviors as needed. System Capabilities - Ability to navigate systems and maintain advanced knowledge in Paylocity Products and Partners. Team Player - The ability to work cross-functionally, contribute to collective goals, and share insights. Fosters a cohesive and productive work environment.
Expectations
Dependability/Follow-Up - Proficiently multitask, respond promptly, and ensure timely follow-up. Problem Solve - Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information. Communication - Exhibit professional written and verbal communication consistently with internal and external stakeholders. Knowledge & Resourcefulness - Ability to effectively utilize internal resources and resolve issues to ensure minimal escalations and maintain a positive customer experience. Optimizing Products - Being the product expert while being current on product releases and mandatory training.
Required Education and Experience
High school diploma or equivalent required; bachelor's degree or equivalent experience preferred Minimum of 8 months of AM or IC experience in payroll-related work Experience in customer service or previous client interfacing role Strong computer skills, including Microsoft Office with proficiency in Excel Strong written communication skills for business correspondence Strong team player with attention to detail Essential Skills - Analytical thinking, problem solving, time management, communication and decision-making
Preferred
Bachelor's Degree CPP, FPC, APA, and/or SHRM-CP certified Experience in payroll and/or call center environment Self-starter with the ability to handle multiple projects at once
Physical Requirements
Ability to sit for extended periods - typical 7-8 hours a day Use of computer and phone systems - operate a computer, use phone systems, and type, including multiple software programs
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. We actively cultivate differences through ERGs, employee experiences, perspectives, talents, and approaches to drive innovation. 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. Do not send resumes to this address. The pay range for this position is $40,000 - $57,000 /yr; base pay offered may vary depending on knowledge, skills, and experience. This position offers a full range of benefits. Applicants should apply via www.paylocity.com/careers. #J-18808-Ljbffr