Sales Associate

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other s truest selves. We understand that pursuing a new job is a big deal. Maybe you re afraid you won t fit in. Well, here s the good news. For us, the days of fit in to get in are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Our Opportunity We are seeking a highly organized and detail-oriented Sales Associate to support our top-performing PEO producers. This role is critical to driving revenue by owning the operational execution of complex PEO sales cycles, from RFP through close and handoff to implementation. This individual will serve as a strategic partner to sales, managing the administrative, technical, and coordination aspects of deals so producers can focus on client engagement, strategy, and closing business. This is a fulltime, remote position. Key Responsibilities PEO Deal & RFP Management • Own end-to-end coordination of PEO RFP responses, including gathering census data, plan design details, pricing inputs, and compliance requirements. • Ensure all RFP submissions are accurate, complete, and delivered on time. • Partner with underwriting based on rep needs to help manage iterations on pricing, risk evaluation, and plan modeling. • Track all deal milestones and proactively manage timelines to avoid delays. Underwriting & Proposal Coordination • Act as the primary liaison between sales and underwriting to ensure clean, complete submissions. • Validate census data, payroll information, medical docs required, and claims history for accuracy prior to submission. • Coordinate revisions and ensure producers are equipped with the most current and competitive proposals. • Support the creation of client-ready proposals and presentations if/when needed. Closing Kit & Contract Execution • Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation. • Ensure all documentation is completed accurately and submitted within required timelines. • Coordinate with internal teams (legal, implementation, payroll) to ensure a seamless transition from sale to onboarding. Pipeline & CRM Management • Maintain accurate and up-to-date CRM records (Salesforce) including deal stage, notes, next steps, and documentation. • Monitor pipeline health and proactively flag risks such as: • Missing information • Delayed follow-ups • Timeline slippage • Support forecast accuracy by ensuring deal data reflects real-time status. Cross-Functional Deal Coordination • Serve as the central point of coordination across: • Sales • Underwriting • Benefits • Legal • Implementation • Remove friction from the sales process by ensuring all stakeholders are aligned and informed. • Drive internal accountability to keep deals progressing efficiently. Requirements Education & Experience • 2+ years of experience in complex B2B sales support . • Experience managing multi-step complex deal cycles (preferred: RFPs and underwriting processes). • Preferred understanding of: • Employee benefits • Payroll data • Risk/underwriting workflows • Proficiency in Salesforce, Excel (data validation), and presentation tools. • Exceptional organizational and project management skills. Ability to manage multiple deals and deadlines in a fast-paced environment. Knowledge/Skills/Abilities What Makes Someone Successful in This Role: • Proactive operator - anticipates needs and stays ahead of deadlines. • Detail-obsessed - ensures data accuracy (critical in PEO deals). • Process-driven - thrives in structured, multi-step sales cycles. • Calm under pressure - performs in deadline-driven environments. Team-oriented - partners effectively across sales and internal teams. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-relat...