401(k) Retirement Sales Manager

Praxis, Inc.

United States

On-site

USD 75,000 - 120,000

Full time

10 days ago

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Benefits offered by this job

Medical, dental, vision
Life and disability insurance
401(k) match
Career development

Job summary

Paylocity is seeking a Senior Sales Leader responsible for guiding a team of Account Executives focused on selling 401(k) and retirement solutions to business clients. The role supports established sales strategies, drives team performance, and expands opportunities within existing relationships.

The ideal candidate will coach teams, manage pipeline, and collaborate cross-functionally with Product, Marketing, Customer Success, and Broker/Advisor relations to meet revenue goals. Travel as needed.

Qualifications

  • Bachelor's degree in business, finance, marketing, or related field.
  • 5+ years of sales experience, including 2+ years of leadership experience in retirement-plan services, financial services, HCM, payroll, SaaS, or related industries.
  • Experience using CRM and pipeline management tools to manage sales activity, forecasting, and performance.

Responsibilities

  • Execute sales plans and initiatives for the 401(k)/retirement services line of business in support of growth objectives.
  • Lead, coach, motivate, and develop a team of Account Executives focused on retirement-services sales.
  • Drive pipeline development and sales execution for new retirement-plan opportunities and expansion within existing clients.
  • Partner with Product, Marketing, Customer Success, and Broker/Advisor Relations teams to support sales efforts and ensure consistent messaging.
  • Monitor team sales performance, pipeline health, and forecast metrics; report to leadership.
  • Ensure adherence to sales processes and maintain CRM data for operational effectiveness.

Skills

Sales leadership
B2B sales
Analytical skills
Communication

Education

Bachelor's degree in business, finance, marketing, or related field

Tools

Salesforce

Job description

Paylocity is seeking a Senior Sales Leader responsible for guiding a team of Account Executives focused on selling 401(k) and retirement solutions to business clients. The role supports established sales strategies, drives team performance, and expands opportunities within existing relationships.

The ideal candidate will coach teams, manage pipeline, and collaborate cross-functionally with Product, Marketing, Customer Success, and Broker/Advisor relations to meet revenue goals. Travel as needed.

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