Retirement Services Sales Manager

Phx Fwd; United States; À distance; USD 75 000 - 120 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k) match

Career development

Résumé du poste

Paylocity, a leader in cloud-based HR and payroll software, is seeking a Senior Sales Leader for retirement-services sales within the Sales & Marketing team. The role leads Account Executives, drives growth in 401(k) offerings, and collaborates with cross-functional teams to deliver client value.

The ideal candidate has a Bachelor’s degree and 5+ years in sales with 2+ years in leadership, plus strong CRM/Salesforce experience and a willingness to travel.

Qualifications

• Bachelor's degree required.
• 5+ years of sales experience including 2+ years in leadership in retirement-plan services, financial services, HCM, payroll, SaaS, or related industries.
• Proven success achieving sales goals and leading teams in a B2B environment.
• Working knowledge of retirement plan design, administration, advisor/broker channels, and employer-sponsored 401(k) plans.
• Experience in HCM, Payroll, HR software, financial services, or SaaS is preferred.
• Strong leadership, coaching, and development skills.
• Analytical and problem-solving ability to interpret sales data.
• Strong communication and presentation skills; CRM/Salesforce experience.
• Ability to travel.

Responsabilités

• Execute sales plans for the 401(k)/retirement services line to drive growth and performance.
• Lead, coach, and develop a team of Account Executives; set performance expectations.
• Drive pipeline development and sales for new retirement-plan opportunities within existing client relationships.
• Partner with Product, Marketing, Customer Success, and Broker/Advisor Relations to support sales and messaging.
• Monitor sales performance, pipeline health, and forecast metrics; report to leadership.
• Maintain CRM data and support operational effectiveness across the team.
• Assist with complex sales opportunities, client meetings, and proposals as needed.
• Stay updated on retirement-plan industry trends, regulations, and market developments.
• Participate in industry events and customer-facing activities to support growth.

Connaissances

Sales experience

Leadership experience

Communication skills

Analytical skills

Travel willingness

CRM experience

Presentation skills

Formation

Bachelor's degree in business, Finance, Marketing, or related field

Outils

Salesforce

Description du poste

Paylocity, a leader in cloud-based HR and payroll software, is seeking a Senior Sales Leader for retirement-services sales within the Sales & Marketing team. The role leads Account Executives, drives growth in 401(k) offerings, and collaborates with cross-functional teams to deliver client value.

The ideal candidate has a Bachelor’s degree and 5+ years in sales with 2+ years in leadership, plus strong CRM/Salesforce experience and a willingness to travel.