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 has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
As part of the Sales & Marketing team, you'll help us solve challenges and succeed as you grow and understand the unique needs of our clients and tailor easy-to-use solutions to deliver the performance they need.
With a position in Sales & Marketing, you'll strengthen our relationships with clients, anticipate their needs, and think outside the box to unlock new possibilities.
This role follows a hybrid schedule, requiring two days in the office at our Schaumburg, IL, location and three days remote per week. The in-office days are subject to business needs. Candidates must be able to commute to the office as required. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.
Position Overview
This role plays a critical part in aligning sales, marketing, and operations by shaping the systems, processes, and reporting that support a high-performing SDR organization across inbound, outbound, and partner channels. Success in this position requires a strong command of platforms like Salesforce, SalesLoft, and advanced reporting tools, paired with the ability to think strategically and drive operational excellence. A key priority will be integrating AI and automation into SDR workflows; freeing up time for
revenue-generating activities and enhancing visibility into team performance and pipeline health.
Primary Responsibilities
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Data & Reporting
Own the design, build, and maintenance of SDR dashboards and scorecards in Salesforce and Power BI. Provide visibility into activity, SLA compliance, pipeline conversion, and intent signal engagement. Partner with data teams to continuously improve database quality and accuracy for outbound targeting.
Technology Ownership
Serve as the directly responsible individual (DRI) for the SDR tech stack-including Salesforce, SalesLoft, Nooks, and enrichment tools. Drive automation, optimize integrations, and reduce manual tasks to maximize SDR efficiency.
Technical Enablement
Lead technology enablement for SDRs and managers, including onboarding, troubleshooting, and ongoing optimization of Salesforce, SalesLoft, and enrichment tools. Evaluate and implement new tools that enhance outreach quality, personalization, and conversion, while reinforcing adoption through training and support.
Deploying AI
Partner with Sales Ops, Enablement, and technical teams to embed AI into SDR workflows (e.g., AI-driven email personalization, engagement summaries, call analysis). Stay on the cutting edge of AI adoption in GTM processes and bring scalable solutions into the SDR org.
Data Hygiene & Governance
Establish and enforce standards for lead and account data quality-ensuring proper segmentation, enrichment, and routing logic. Build safeguards and automation to eliminate lead duplication, misrouting, and gaps in follow-up, ensuring every prospect interaction is tracked and acted on.
Marketing ? SDR Handoff
Design and implement a scalable process that translates marketing campaigns, events, and intent signals into efficient SDR workflows and playbooks. Ensure that high-intent leads are routed, prioritized, and followed up on consistently, with visibility into conversion performance.
Education and Experience
8+ years of experience in Sales/Revenue Operations, preferably with direct exposure to SDR/BDR functions at scale.
Deep expertise in Salesforce CRM (reporting, dashboards, lead/account management, workflows).
Hands-on experience with SalesLoft (or comparable sales engagement platforms) and enrichment tools.
Strong skills in reporting and analytics platforms (Power BI, Tableau, or similar).
Proven track record of implementing automation and process improvements to drive sales productivity.
Exposure to or experience implementing AI-driven solutions in GTM processes (email personalization, call analysis, forecasting, etc.).
Strong cross-functional communication and project management skills; able to partner with sales, marketing, ops, and technical teams.
Detail-oriented and process-driven, with the ability to balance strategic thinking and hands-on execution.
Experience in a fast-paced, high-growth SaaS environment preferred.
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. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
The base pay range for this position is $92,700 - $114,700/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. (https://px.sequoia.com/prospect/gacc-caf23ca0-0fdc-11f0-8761-139060d2fe23) This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.
