Retirement Sales Support Specialist

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.

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.

• 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.

Education and Experience

• 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. QKA designation preferred.
• 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.

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.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay range for this position is $55,300 - $ 79,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits . This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via