Responsibilities

• Execute the full sales process with every assigned lead.
• Conduct virtual product demonstrations showcasing the full Paylocity technology stack.
• Determine prospective clients’ HR and payroll needs and present tailored solutions.
• Prepare and deliver proposals and maintain timely follow-up throughout the sales cycle.
• Generate new business through outbound efforts including telemarketing, referrals, networking, and personal/professional contacts.
• Build and maintain relationships with partners and other referral sources.
• Organize, complete, and obtain required documentation for conversion from prior payroll providers to Paylocity.
• Partner cross-functionally with internal teams to ensure smooth client transitions.
• Maintain accurate activity, forecast, and pipeline reports as requested.
• Stay current on HCM trends, product knowledge, and industry changes.

Requirements

• High school diploma or equivalent required; bachelor’s degree or military service preferred.
• 1–2 years of proven success in a sales role.
• Experience with CRM systems (e.g., Salesforce, Microsoft Dynamics).
• Strong written, verbal, and virtual presentation skills.
• Ability to thrive in a competitive, high-activity sales environment.
• Strong organizational and time management skills.
• Critical thinking and sound decision-making skills, especially when handling objections or unexpected situations.
• Ability to manage administrative components of the sales cycle (documentation, file management, contract coordination).
• Customer service orientation and ability to build strong internal and external partnerships.
• Proficiency with MS Office applications and general internet usage.

Benefits

• Medical, dental, vision, life, disability insurance, and a 401(k) match.
• Perks that support you, your family, and your finances.
• Career development opportunities.