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Sales Associate

Sales assistant
Full Time
Application ends: October 8, 2026
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Job Overview

  • Date Posted
    July 8, 2026
  • Location
    Remote
  • Expiration date
    October 8, 2026

Job Description

JOB  DETAILS

Requirements
  • 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.
Responsibilities
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
Desired Qualifications
  • 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.

 

 

 

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