Sales Associate

OneDigital is seeking a highly organized and detail-oriented Sales Associate to support top-performing PEO producers by managing operational aspects of complex sales cycles, from RFP to onboarding, in a remote full-time role.

Location: Remote (US)

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, and 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, and implementation teams.
• Remove friction from the sales process by ensuring all stakeholders are aligned and informed.

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.

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.

Additional Information

• Must be eligible to work in the United States without the need for work visa or residency sponsorship.
• External recruiters, agencies, and search firms are asked not to contact hiring managers directly.
• Unsolicited resumes sent without prior agreement will be considered property of OneDigital and may lead to hiring without obligation to the sender.
• OneDigital is an equal opportunity employer committed to diversity, equity, and inclusion.
• The company uses AI in its recruitment process but emphasizes that AI does not replace human judgment.