401k Account Executive

Paylocit; United States; Remote; USD 70,000 - 80,000; Full time

Job summary

Paylocity is seeking a 401(k) Account Executive in the United States to grow our retirement services business by generating leads, qualifying prospects, supporting the sales process, and coordinating with brokers, advisors, and internal teams. This role focuses on employer-sponsored retirement plans and expansion of client relationships.

The position requires a bachelor’s degree or equivalent experience, 1–3 years in sales or client-facing roles, familiarity with CRM (Salesforce), and strong

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 1–3 years in sales, business development or customer-facing roles.
• Familiarity with CRM (Salesforce) and data-driven outreach.

Responsibilities

• Generate leads from outreach to prospective employer clients and brokers/advisors.
• Qualify inbound/outbound leads and move opportunities through the sales funnel.
• Support presentations and demos with tailored materials for 401(k) decision-makers.
• Collaborate with broker/advisor channels and internal teams to create opportunities.
• Maintain CRM records of outreach, pipeline, meetings and outcomes.
• Meet or exceed activity and meeting targets and assist in proposal development.

Skills

CRM familiarity (Salesforce)

Outbound outreach

Communication skills

Time management

Data/reporting

Education

Bachelor’s degree preferred

QKA/CPC/CPFA credentials preferred

Tools

Salesforce

Job description

Description

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.

Position Overview

The 401(k) Account Executive will support the growth of Paylocity’s retirement services business (employer-sponsored 401(k) plans) by generating leads, qualifying prospects, supporting the sales process, and collaborating with internal teams and external partners (e.g., brokers, advisors). This role positions the company’s retirement offering and helps drive new plan acquisitions and expansion of existing plan relationships.

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.

• Conduct outreach (via phone, email, web) to prospective employer clients and broker/advisor referral sources to generate interest in 401(k) solutions.
• Qualify in-bound leads and work with the Sales team (Account Executives) to move qualified opportunities forward.
• Support sales presentations and product demos — including preparation of materials tailored to 401(k)/retirement plan decision-makers.
• Collaborate with broker/advisor channels, referral partners, and internal sales teams to create opportunities for retirement-plan business.
• Maintain accurate records of outreach, pipelines, meetings, and outcomes in CRM.
• Meet or exceed activity and meeting-booking targets (e.g., number of qualified meetings, calls, pipeline volume).
• Assist in proposal development, pricing support, and coordination of contract/plan-set-up documentation for new plan clients.
• Stay informed of the retirement-plan marketplace (401(k) plan trends, employer-sponsored retirement issues, fiduciary concerns) and help incorporate insights into sales approach.
• Work cross-functionally with Marketing, Product, Client Success, and Operations to ensure smooth client onboarding, hand-off, and service readiness for new 401(k) plan clients.

Education and Experience

• Bachelor’s degree preferred (Business, Finance, Marketing or related field) or equivalent experience.
• 1-3 years of sales, business development or customer-facing experience (internships, SaaS exposure, or financial services background welcome).
• QKA- Qualified 401(k) Administrator, CPC- Certified Pension Consultant, or NAPA CPFA – Certified Plan Fiduciary Advisor credentials strongly preferred.
• 1-3 years of prior experience in employer retirement plans (401(k), 403(b)), financial services, or HCM/benefits-related sales preferred.
• Understanding of employer-sponsored benefits, advisor/broker distribution channels required.
• Familiarity with CRM (e.g., Salesforce) and ability to use data/reporting to guide outreach required.
• Strong communication skills (verbal and written), comfortable making outbound calls and sending email outreach.
• Ability to handle a high volume of calls/emails, manage tasks, and work toward targets.

Physical Requirements:

• Ability to remain in a stationary position for extended periods of time.
• Ability to operate standard office equipment, including computers, phones, printers, and copiers.
• Ability to communicate effectively in person, via phone, and email.
• Ability to lift and carry up to 5 pounds as needed (e.g., moving office supplies or small packages).
• Ability to bend, reach, or stoop as needed to access file cabinets, office equipment, or other resources.
• Ability to maintain focus and attention to detail for extended periods.
• Ability to work at a desk or workstation for extended periods of time, including using a computer or writing.

Fully Remote (U.S. Only):

This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. 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.

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 [e-mail]. 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 $70,000 - $80,000/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 unit 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.