Bree Davis

Senior Account Managers with Paylocity act as the “face and voice" responsible for the experiences of Paylocity’s higher revenue and most complex clientele. Provides telephone, email, and video conference support to large revenue clients, while managing a dedicated book of business for clients who have contracted with Paylocity to purchase Payroll, HR, Time, and Labor software. Works directly with other departments to ensure the client’s needs are being met, and as a dedicated Account Manager III, manages a dedicated book of business upwards of a million dollars.

Responsibilities:

• Provided professional, ethical, knowledgeable, and reliable service to clients with a revenue from $25,000.00 to $1,000,000.00.
• Developed and maintained strong relationships with an assigned portfolio of high revenue, complex clients by continuously striving to meet and exceed client expectations.
• Applied critical thinking and problem-solving skills to research, troubleshoot, and walk clients through products and services to solve the client’s request.
• Conducted proactive meetings through conference calls and video meetings to identify business needs and maintain high satisfaction levels of clients within my assigned portfolio of dedicated clients.
• Maintained expert-level knowledge of Paylocity products and partnerships to ensure each client is realizing the maximum benefit of our system.
• Monitored and facilitated the resolution of open Internal Support Tickets, participated in client conference calls with Client Relationship Managers when necessary, and provided support for other technical and non-technical issues.
• Increased client satisfaction by building strong relationships and addressing their needs promptly.
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
• Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
• Acted as a Subject Matter expert for the Year End Lead Line for tenured Account Managers, and assisted with the coaching and mentoring of new Account Managers.
• Assisted Leadership as needed with escalated clients to help reach the companies retention goals.
• Assisted with special projects as assigned.