Retirement Sales Support Specialist

PAYLOCITY CORPORATION • Town of Pittsford, NY

just now • Onsite

About The Position

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. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!

In-Office: This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

This role supports the Retirement Services sales team by providing technical expertise and training support. The Sales Support Specialist assists with questions regarding capabilities for plan designs, investment availability, and operational procedures.

Requirements

• Bachelor’s degree required
• Minimum of 2 years of experience in retirement plan sales support or operations.
• Strong knowledge of plan design, compliance and investment structures.
• Experience in client-facing roles, supporting sales teams.
• Strong relationship-building skills and a collaborative mindset
• Ability to develop training materials and documents for different audiences
• Proficiency in computer skills, including Salesforce, CRM software, and Microsoft Office Suite
• Strong interpersonal, verbal, and written communication skills with a strong emphasis on presentation skills.

Nice To Haves

• QKA designation preferred.

Responsibilities

• Serve as the primary contact for the sales team, providing subject matter expertise on plan designs, investment ability, and operational procedures.
• Support sales representatives with plan features and design capability questions.
• Respond to technical questions during the sales cycle.
• Coordinate with implementation, compliance, and record keeping vendor to validate feasibility of proposed plans.
• Develop and maintain documentation and materials for sales training and education, ensuring all content is accurate, compliant, and up to date.
• Maintain records of sales support activities and client feedback, providing themes to leadership.
• Collaborate with internal partners to ensure the sales team receives updates on new features, enhancements, and process changes.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level