Remote 401(k) Growth 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

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