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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in facilitating business opportunities and conducting needs analysis within the TPA industry, while effectively communicating solutions and training internal partners on product offerings. Proven ability to build and maintain strong relationships with clients and brokers, leveraging strong presentation and written communication skills.
Highest-signal resume keywords
TPA Industry KnowledgePaylocity Product FamiliarityStrong Presentation SkillsProfessional Written CommunicationSales Performance Strategies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AnalysisProduct DemonstrationsSales TechniquesRFI/RFP ResponseClient Relationship Management
Soft Skills
Self-MotivatedOrganizedAnalyticalCreative Problem SolvingAdaptability
Tools & Technologies
Paylocity ProductsComputer SystemsPhone SystemsMultiple Software Programs
Industry Keywords
FSAHSALSAHRACOBRA
About the role
Key responsibilities & impact- Facilitate closing new business opportunities for FSA, HSA, LSA, HRA, and COBRA
- Work closely with outside and inside sales Account Executives to follow up on leads
- Meet the needs and requests of brokers and employers
- Respond to broker and employer queries in a timely manner
- Perform needs analysis with prospective clients in TPA and related systems
- Conduct product demonstrations using messaging techniques to establish buyer connection and complete sales
- Present TPA strategies and business solutions to increase sales performance
- Respond to Account Executive/CCC product-related questions
- Communicate detailed solutions regarding Paylocity products, processes, and timelines
- Train internal partners on TPA products and assist with talk tracks to uncover leads
- Provide feedback to departments regarding client needs, operational needs, business opportunities, product features, and marketing/sales programs
- Recommend creative selling and product-positioning techniques using market, product, and competitive knowledge
- Respond to functional and technical elements of RFIs/RFPs
- Maintain strong existing client and broker relationships
Requirements
What you’ll need- Self-motivated with a proven track record in dealing with a field based, fast paced salesforce
- Strong presentation skills
- Professional written communication skills for emails, RFPs, and reports
- Organized and analytical
- Ability to eliminate sales obstacles through creative and adaptive approaches
- 3-5+ years relevant industry experience in a similar role
- Experience and familiarity with Paylocity products welcomed
- TPA industry knowledge welcomed
- Ability to sit for extended periods, typically 7-8 hours a day
- Ability to operate computer and phone systems and type
- Ability to use multiple software programs and inquiries simultaneously
- Available five days per week during designated work hours