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Payroll Client Advisor

Auris

Remote

USD 90,000 - 105,000

Full time

2 days ago
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Job summary

A payroll and HR solutions provider is seeking a Payroll Client Advisor in Simi Valley, California. The successful candidate will be responsible for prospecting and running payroll presentations to small and mid-sized businesses, reporting to a Payroll Division Manager. This role offers flexible scheduling, performance-based commission, and requires excellent communication and sales skills. Ideal candidates will have a valid driver's license and at least two years of relevant experience, as well as the ability to work independently and meet production goals.

Benefits

Medical, Dental, Life, & Disability benefits
401(k) matching program
Uncapped weekly commissions

Qualifications

  • Must be 18 years of age or older.
  • Successful completion of pre-employment background check.
  • At least two years of relevant experience.

Responsibilities

  • Prospect new clients and maintain existing client records.
  • Achieve minimum production requirements and set appointments.
  • Attend weekly team meetings and one-on-ones with leaders.
  • Build knowledge of current product/service portfolio.

Skills

Prospecting
Communication
Networking
Sales Talent
Presentation

Education

High school diploma/GED

Tools

Atlas CRM
Salesforce
Hubspot
Job description

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities
  • Responsible for prospecting new clients
  • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
  • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
  • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
  • Attend weekly team meeting and weekly one-on-one with leader
  • Additional responsibilities may be assigned as needed
Minimum Qualifications
  • 18 years of age or older
  • Valid Driver’s License and valid automobile insurance
  • Successful completion of pre-employment background check
  • Must live in area relative to job posting location
  • At least two years of relevant experience
  • Excellent prospecting, communication, presentation, and networking skills
  • Works well independently and as part of a team
  • Professional demeanor and impeccable integrity
  • High sense of urgency and innate sales talent
  • Enjoys cold-calling and speaking with people face to face
  • Accountable for measurable, high-quality, timely results
  • Ability to be in the field, a minimum of 50% of the time
Preferred Qualifications
  • High school diploma/GED
  • Prior experience in a B2B Sales role
  • Prior experience with a CRM tool, such as Salesforce or Hubspot
  • Driven
  • Resilient
  • Respectful
  • Committedness
Compensation (pay transparency) and Benefits
  • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
  • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
  • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.
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