Manager of Sales, Client Accounts
Listed on 2026-07-14
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Sales
Sales Manager, Customer Success Mgr./ CSM, Client Relationship Manager
Client Accounts Manager
The Client Accounts Manager plays an important role within our Sales Support Division, providing leadership and oversight to our CAE team. CAEs are an integral part of the company's sales organization, working with current clients to help them better identify their business objectives and leverage Paylocity product sets for maximum results and efficiencies.
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.
- Coach and mentor team to meet or exceed assigned monthly sales activity standards and sales quotas
- Develop and execute comprehensive sales strategies, closely aligning them with the company's growth objectives.
- Continuously evaluate the sales team's performance by monitoring and analyzing key performance indicators (KPIs). Provide constructive feedback, tailored coaching, and impactful training programs to elevate their capabilities and achievements.
- Drive ongoing improvement of sales processes and methodologies. Identify and eliminate bottlenecks, inefficiencies, and obstacles to streamline operations, ensuring peak productivity and revenue maximization.
- Cultivate strong and lasting relationships with existing customers. Understand their unique needs, promptly address inquiries, and drive customer satisfaction and loyalty.
- Harness the power of data analytics and market insights to make informed decisions. Leverage sales data and industry trends to spot opportunities, mitigate risks, and devise data-backed strategies.
- Creates a climate that attracts, retains, and motivates team to reach high quality standards, coaching more junior members.
- Oversee the recruitment, onboarding, and continuous development of new sales team members. Equip them with the necessary tools, knowledge, and motivation to excel in their roles and contribute to the team's success.
- Responsible for meeting deadlines and prioritizing workload in an efficient and professional manner.
- Conducts regular weekly and monthly team meetings to ensure proper communication and team cohesion.
- Partners with cross functional teams to include Marketing, L&D, Sales Partners, etc. to complete projects related to the CAE Department, and process improvement. Ensure that sales strategies are harmoniously aligned with the broader company objectives and initiatives.
- Compile and present detailed sales reports, and business reviews to senior management. Highlight achievements, challenges, and recommendations to guide strategic planning and decision-making.
- Responsible for performing other job-related duties as assigned.
Education and Experience:
- Bachelor's degree with a minimum of 3+ years of inside sales experience
- Minimum 2 years of experience managing and motivating sales teams
- Excellent B2B sales and customer service, and customer retention experience
- Strong recruitment, development and retention experience
- Strong communication (verbal and written) and presentation skills
- Prior experience using a CRM system for client management
- Ability to meet deadlines and to prioritize workload
- Strong knowledge of sales processes and methodologies, and ability to understand Sales mindset to create value proposition for quicker assimilation into work process
- Strong active listening skills to be able to uncover client needs and objectives
- Proficiency with the Internet and MS Office applications such as Word, Excel and PowerPoint.
Physical Requirements:
- Ability to remain in a stationary position for extended periods of time.
- Ability to move around the office and interact with colleagues as needed.
- Ability to operate standard office equipment, including computers, phones, printers, and copiers.
- Ability to communicate effectively in person, via phone, and email.
- Ability to lift and carry up to 5 pounds as needed (e.g., moving office supplies or small packages).
- Ability to bend, reach, or stoop as needed to access file cabinets, office equipment, or other resources.
- Ability to maintain focus and attention to detail for extended periods.
- Ability to work at a desk or workstation for extended periods of time, including using a computer or writing.
- Ability to travel frequently, including by car, plane, or other forms of transportation.
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…
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