Vanessa Valdez
Longwood,US
Summary
Dynamic and self-driven professional with a strong background in customer success, Payroll/HCM systems, and Account Management. Adept at managing high-revenue client portfolios, leading strategic initiatives, and delivering white-glove service to enterprise clients. Known for excellent problem-solving, communication, and data analysis skills. Technically proficient with Salesforce, CRM systems, and Microsoft Office Suite. Committed to driving client satisfaction, retention, and business outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Executive Account Manager
Paylocity
Lake Mary, Florida
12.2024 - Current
- Manage a large book of high-revenue client accounts across diverse industries, acting as a strategic advisor and primary point of contact for all HCM and payroll-related needs.
- Use Salesforce CRM to manage client interactions, document account activity, track, and identify cross-sell and upsell opportunities.
- Partner with internal teams (implementation, support, technical, and product) to ensure seamless delivery and optimization of services.
- Lead recurring client meetings, including quarterly business reviews (QBRs), product consultations, and solution planning sessions.
- Monitor client satisfaction metrics and proactively resolve complex issues to ensure retention and account growth, Serve as a trusted resource for clients
- Provide ongoing education and training to clients, ensuring full adoption and value realization from Paylocity’s HCM platform.
Senior Implementation Consultant
ADP
Maitland, US
02.2023 - 12.2024
- Implemented process improvements resulting in increased efficiency throughout the organization.
- Managed daily operations of accounts payable and receivable functions, payrolls, invoicing, expenses.
- Tracked payroll processing progress milestones using appropriate project management techniques.
- Assisted in the design of custom reports using various reporting tools such as SQL Server Reporting Services.
- Led training sessions for customers on new systems or processes being implemented.
- Led meetings, detail project milestones, brainstorm ideas and determine appropriate techniques to manage tasks and escalation.
Client Support Specialist II
ADP
Maitland, US
11.2022 - 02.2023
- Supported payrolls, driving timely and accurate payment of employee wage.
- Offered technical and non-technical support and services to clients and staff regarding product use, operation and maintenance.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Assisted with customer requests and answered questions to improve satisfaction.
Customer Service Associate
The Loomis
Remote, US
09.2021 - 10.2022
- Provided outstanding service to new and established members with claims or escalations requirements.
- Documented customer correspondence in CRM to track requests, problems and solutions.
- Listened closely to concerns and developed solutions.
- Answered incoming calls and provided the highest level of professionalism and knowledgeable service to every customer.
Education
BBA - Business Administration And Management
University of Maine At Presque Isle
Maine, NY01-2027
High School Diploma -
E-cubed Academy
Providence, RI01-2007
Skills
- Federal and State payroll knowledge
- Project Management Skills
- Microsoft Proficiency -Excel, Outlook, PowerPoint, Word, OneNote
- Agile Methodology
- Implementation skills
- Software- Salesforce, Oracle, Panorama and Genesys
- Smartsheet
- HCM Knowledge
- Budgeting and Forecasting
- Monday work management
- General Ledger Management
Certification
- Certified Six Sigma Black Belt (CSSBB)
- Visa Service Technology Internship
Awards
- Employee of the Month, 05/01/23
- Leadership Award, Q3
Languages
Spanish, Fluent
Timeline
Executive Account Manager
Paylocity
12.2024 - Current
Senior Implementation Consultant
ADP
02.2023 - 12.2024
Client Support Specialist II
ADP
11.2022 - 02.2023
Customer Service Associate
The Loomis
09.2021 - 10.2022
BBA - Business Administration And Management
University of Maine At Presque Isle
High School Diploma -
E-cubed Academy
Similar Profiles
Mike MorrisMike Morris
Benefit Account Manager at PaylocityBenefit Account Manager at Paylocity
Keith GranellKeith Granell
Enterprise Time & Labor Database Implementer at PaylocityEnterprise Time & Labor Database Implementer at Paylocity
Valeria PantojaValeria Pantoja
Account Manager at PaylocityAccount Manager at Paylocity
Jasmine ShirleyJasmine Shirley
Account Manager at PaylocityAccount Manager at Paylocity
Roark VallasRoark Vallas
Food Service Associate at Wright's ConcessionFood Service Associate at Wright's Concession