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…