Sales Associate
About The Position
OneDigital is seeking a highly organized and detail-oriented Sales Associate to support their top-performing PEO producers. This full-time, remote role is crucial for driving revenue by managing the operational execution of complex PEO sales cycles, from RFP through close and handoff to implementation. The individual will act as a strategic partner to sales, handling administrative, technical, and coordination aspects of deals, allowing producers to concentrate on client engagement, strategy, and closing business. OneDigital aims to help people do their best work and live their best lives, fostering a people-first culture that values growth, service, and authenticity.
Requirements
- 2+ years of experience in complex B2B sales support.
- Experience managing multi-step complex deal cycles (preferred: RFPs and underwriting processes).
- 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.
Nice To Haves
- 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.
- Preferred understanding of: Employee benefits, Payroll data, Risk/underwriting workflows.
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.
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
- total-wellbeing benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
