Manager TPA Sales - Client Accounts

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 Manager TPA Sales will be responsible for driving sales and growth of our spending account and COBRA services, including flexible spending accounts (FSAs), health savings accounts (HSAs), and other related products. 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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Plan, organize, direct and coach your TPA sales staff to meet business objectives.

• Develop and implement sales strategies to achieve revenue targets for spending account/COBRA products with your direct reports.

• Identify and pursue new business opportunities with employers through AE/Sales Leadership engagement, brokers, and third-party partners.

• Build and maintain strong relationships with key internal stakeholders (Implementation/Service/Marketing/Finance, etc.) and clients to ensure customer satisfaction, sales growth attainment and client retention.

• One on one weekly with each member of your team with an outline of what will be covered during this time.

• Collaborate with marketing to create promotional materials and campaigns to support sales efforts.

• Provide training and support to sales representatives on product offerings and sales techniques.

• Analyze sales data and prepare reports to track performance and identify areas for improvement.

• Develop and retain top talent, and ensure full headcount is executed

• Assist in the selling process whenever needed.

Education and Experience

• 5+ years of experience in sales, preferably within the TPA, benefits administration, or healthcare industry.

• Proven track record in managing and directing a highly skilled, motivated, successful and results-oriented sales force.

• Strong understanding of spending accounts, employee benefits, and related regulations.

• Excellent communication, leadership, and presentation skills.

• Ability to work independently and as part of a team in a fast-paced environment.

• Proficiency in Paylocity’s CRM software and Microsoft Office Suite.

Physical requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.