Sales Operations Coordinator

About the Company

Paylocity is a leading provider of cloud-based HR and payroll software solutions, known for delivering a comprehensive platform designed for today's workforce. Recognized as one of the fastest-growing HCM software providers worldwide, Paylocity offers an easy-to-use suite that helps businesses automate HR and payroll tasks, attract and retain employees, and foster a robust workplace culture.

Unlike traditional providers that focus mainly on payroll and benefits administration, Paylocity extends its offerings with innovative tools designed to help HR teams and businesses compete for top talent and meet modern workforce expectations.

At Paylocity, employees benefit from excellent perks and benefits such as medical, dental, vision, life insurance, disability coverage, and a 401(k) match. Career growth opportunities and a supportive culture that places people at the core are prioritized.

Role Overview

The Sales Operations Coordinator is integral to the smooth functioning of the Sales and Operations departments. This role supports the sales team by managing sales operations, ensuring accuracy and compliance in client documentation, and facilitating efficient client onboarding. The position suits someone detail-oriented, organized, and passionate about optimizing sales processes.

Key Responsibilities

• Coordinate and manage sales processes, including processing paperwork submitted online, reviewing contracts for correctness, and obtaining missing client documents.
• Ensure all client documentation complies with required standards and initiate service setup by creating cases.
• Collaborate cross-functionally with other teams to improve sales operations efficiency and meet important deadlines.
• Track client files and projects using dashboards to guarantee timely completion.
• Act as the intermediary between Sales and other departments, assisting with problem-solving and educating Account Executives on paperwork requirements.
• Provide comprehensive administrative support to a large sales team, including handling inquiries, managing business card orders, and supporting marketing material acquisition.
• Exemplify company values to foster teamwork and positive internal and external relationships.

Qualifications and Skills

• Bachelor’s degree in business administration or related fields, or equivalent experience in sales operations or administrative roles.
• Proficient with Salesforce, CRM systems, and Microsoft Office applications.
• Meticulous with a commitment to thorough task completion.
• Strong verbal and written communication skills, including active listening and presenting.
• Adept at managing multiple projects simultaneously with excellent multitasking capabilities.
• A collaborative team player who values diverse perspectives and contributes actively to discussions.
• Problem-solving mindset with flexibility to adapt to changing priorities.
• Motivated for personal development and passionate about process enhancements.
• Self-driven, capable of working independently and as part of a team.
• May have occasional direct client interactions depending on needs.
• Willingness to perform additional duties assigned by management to support sales operations.

Physical and Work Environment Requirements

• Ability to remain seated at a desk or workstation for 7-8 hours daily.
• Competence operating computers, phone systems, and utilizing multiple software platforms concurrently.

Equal Opportunity and Inclusion

Paylocity values diversity and inclusion, committed to equal employment opportunities regardless of race, religion, gender, disability, or other protected characteristics. The company actively fosters differences through employee resource groups and inclusive practices, ensuring an equitable workplace environment.

Compensation and Work Arrangement

This is a fully remote position within the United States, requiring availability five days a week during scheduled work hours. The remote work arrangement may adapt as needed based on business demands and performance. The base pay ranges from $17.12 to $24.00 per hour, varying with experience and skills, complemented by a full benefits package.