Sales Associate

Sales Associate – PEO Sales Support We are seeking a highly organized and detail-oriented Sales Associate to support our top-performing PEO producers. This full-time, remote position enables the candidate to manage the operational execution of complex PEO sales cycles, from RFP through close and handoff to implementation. Key Responsibilities PEO Deal & RFP Management: Own end-to‑to coordination of PEO RFP responses, including gathering census data, plan design details, pricing inputs, and compliance requirements; ensure all RFP submissions are accurate, complete, and delivered on time. Partner with underwriting to help manage iterations on pricing, risk evaluation, and plan modeling. Track all deal milestones and proactively manage timelines to avoid delays. Underwriting & Proposal Coordination: Act as the primary liaison between sales and underwriting to ensure clean, complete submissions; validate census data, payroll information, medical docs required, and claims history for accuracy prior to submission; coordinate revisions and ensure producers are equipped with the most current and competitive proposals. Support the creation of client‑ready proposals and presentations if/when needed. Closing Kit & Contract Execution: Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation; coordinate with internal teams (legal, implementation, payroll) to ensure a seamless transition from sale to onboarding. Pipeline & CRM Management: Maintain accurate and up‑to‑date CRM records (Salesforce) including deal stage, notes, next steps, and documentation; monitor pipeline health and proactively flag risks such as missing information, delayed follow‑ups, and timeline slippage; support forecast accuracy by ensuring deal data reflects real‑time status. Cross‑Functional Deal Coordination: Serve as the central point of coordination across Sales, Underwriting, Benefits, Legal, implementation; remove friction from the sales process by ensuring all stakeholders are aligned and informed; drive internal accountability to keep deals progressing efficiently. Requirements – Education & Experience 2+ years of experience in complex B2B sales support. Experience managing multi‑step complex deal cycles, preferably RFPs and underwriting processes. Strong organizational and project‑management skills; able to manage multiple deals and deadlines in a fast‑paced environment. Preferred Understanding Of Employee benefits. Payroll data. Risk/underwriting workflows. Proficiency In Salesforce. Excel (data validation). Presentation tools. Knowledge / Skills / Abilities – What Makes Someone Successful in This Role Proactive operator – anticipates needs and stays ahead of deadlines. Detail‑obsessed – ensures data accuracy. Process‑driven – thrives in structured, multi‑step sales cycles. Calm under pressure – performs in deadline‑driven environments. Team‑oriented – partners effectively across sales and internal teams. Compensation & Benefits Base pay depends on skills, education, qualifications, professional experience, and location. Eligible for variable compensation, commission, and/or annual bonus based on performance. Employees receive health, wellness, retirement, paid time off, overtime pay for non‑exempt employees, learning and development programs, job‑related expense reimbursement, and employee perks and discounts. Equal Employment Opportunity OneDigital is an equal opportunity employer. We provide equal employment opportunities to all employees and applicants regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by federal, state, or local law. OneDigital complies with all applicable civil rights laws and fair‑chance ordinances, considering qualified applications with arrest or conviction records for employment. This posting will remain live while OneDigital is actively accepting applications. Once candidates are selected, the posting will be removed. #J-18808-Ljbffr