Paylocity · 3 days ago
Associate Client Success Manager Ops (Pacific Time)
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, and they are seeking an Associate Client Success Manager. This role is responsible for developing relationships within a client portfolio to ensure long-term value through Airbase’s platform, while driving adoption and satisfaction outcomes.
Enterprise SoftwareHuman ResourcesInformation TechnologyRecruitingSaaSSoftware
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
Qualification
Required
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
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
Preferred
Experience managing a revenue-based quota
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
Basic understanding of accounting and finance ecosystem
Experience utilizing common tools within the CS tech stack (Salesforce, Gainsight, Gong, Catalyst, Totango, Outreach)
Benefits
Medical
Dental
Vision
Life
Disability
A 401(k) match
Perks that support you, your family, and your finances
Career development
Company
Paylocity
Paylocity is a provider of cloud-based payroll and human capital management (HCM) software solutions.
Funding
Current Stage
Public CompanyTotal Funding
$10MKey Investors
Adams Street Partners
2014-03-19IPO
2008-05-16Series Unknown· $10M
Leadership Team
Recent News
2025-11-10
2025-11-10
Company data provided by crunchbase