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Paylocity

Benefits Technologies Advisor

Paylocity

. Facilitate closing new business opportunities for FSA, HSA, LSA, HRA, and COBRA .

Posted 9/18/2026full-timeRemote • United StatesMid-LevelSenior💰 $48,300 - $89,700 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in facilitating business opportunities and managing client relationships within the TPA industry, utilizing strong presentation and communication skills to drive sales performance and respond effectively to client needs.

Highest-signal resume keywords
TPA Industry KnowledgeSales Performance StrategiesStrong Presentation SkillsProfessional Written CommunicationPaylocity Product Familiarity

ATS Keywords

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Applicant 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 SolvingAdaptive Approaches
Tools & Technologies
Paylocity ProductsComputer Software ProgramsPhone Systems
Industry Keywords
FSAHSALSAHRACOBRABrokersAccount ExecutivesSalesforceMarket KnowledgeOperational Needs

About the role

Key responsibilities & impact
  • Facilitate closing new business opportunities for FSA, HSA, LSA, HRA, and COBRA
  • Work 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 solutions regarding Paylocity products, processes, and timelines
  • Train internal partners on TPA products and assist with talk tracks to uncover leads
  • Facilitate 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 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 for emails, RFPs, and reports
  • Organized and analytical
  • Creative and adaptive approaches to eliminating sales obstacles
  • 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 a computer, use phone systems, type, and use multiple software programs simultaneously
  • Must be available five days per week during designated work hours