Job Type
Full-time
Description
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.
Position Overview:This role is responsible for leading and developing a team focused on selling Paylocity's 401(k) and retirement solutions to business clients. The position supports the execution of established sales strategies, drives team performance, and helps achieve revenue and growth objectives within the retirement-services business. Key responsibilities include coaching Account Executives, managing sales activities and pipeline performance, expanding retirement-services opportunities within existing client relationships, and partnering with cross-functional teams to support business goals. The role contributes to the continued growth and success of Paylocity's retirement solutions offerings while delivering value to clients and partners.
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.
- Execute sales plans and initiatives for the 401(k)/retirement services line of business in support of established growth and performance objectives.
- Lead, coach, motivate, and develop a team of Account Executives focused on retirement-services sales. Establish performance expectations, monitor results, and support achievement of sales goals.
- Drive pipeline development and sales execution for new retirement-plan opportunities and expansion opportunities within existing Paylocity client relationships.
- Partner cross-functionally with Product, Marketing, Customer Success, and Broker/Advisor Relations teams to support sales efforts, address client needs, and ensure consistent messaging.
- Monitor team sales performance, pipeline health, and forecast metrics; provide regular updates and reporting to leadership.
- Ensure adherence to sales processes, maintain accurate CRM data, and support operational effectiveness across the team.
- Assist with complex sales opportunities, client meetings, and proposal discussions as needed to help advance business opportunities.
- Maintain knowledge of retirement-plan industry trends, regulations, competitive offerings, and market developments to support customer conversations and team effectiveness.
- Participate in industry events, partner meetings, and customer-facing activities to support relationship development and business growth.
Education and Experience:- Bachelor's degree in business, Finance, Marketing, or related field required.
- 5+ years of sales experience, including 2+ years of leadership experience in retirement-plan services, financial services, HCM, payroll, SaaS, or related industries.
- Demonstrated success achieving sales goals and leading teams within a business-to-business sales environment.
- Working knowledge of retirement plan design, administration, advisor and broker channels, and employer-sponsored 401(k) plans.
- Experience within an HCM, Payroll, HR software, financial services, or SaaS environment preferred.
- Strong leadership, coaching, and employee development skills with the ability to drive accountability and team performance.
- Solid analytical and problem-solving skills with the ability to interpret sales data and identify opportunities for improvement.
- Strong communication and presentation skills with the ability to engage effectively with clients, partners, and internal stakeholders.
- Experience utilizing CRM and pipeline management tools (e.g., Salesforce) to manage sales activity, forecasting, and performance.
- Ability and willingness to travel as required.
The pay range for this position is $75,000- $120,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for our variable commission plan, annual bonus, and restricted stock until grant based on individual performance in addition to a full range of benefits outlined here. 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 .
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