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 helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. We provide employees with great benefits, career development opportunities, and a supportive work environment.

About the role

The Sales Operations Coordinator plays a pivotal role in driving the success of our Sales and Operations Departments. This fully remote position supports the sales team and ensures seamless execution of sales and implementation processes, delivering an exceptional client experience. You must be available five days per week during designated work hours and able to work Pacific or Mountain time hours.

Responsibilities

• 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.
• Undertake supplementary duties as outlined by Management to support the Sales team and optimize operational efficiency.

Requirements

• Bachelor's degree in business administration or a related field.
• 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 diverse perspectives, and contributing insights in team and one-on-one discussions.
• Strong problem-solving skills and adaptability to changing objectives.
• Enthusiasm for self-development and a passion for process improvement.
• Self-motivated with the ability to work as an individual and part of a team.

Physical requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type, including using multiple software programs and inquiries simultaneously.

Pay

The base pay range for this position is $17.12 - $24.00/hour, depending on job-related knowledge, skills, and experience.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• 401(k) match.
• Perks that support you, your family, and your finances.
• Career development opportunities.