Payroll Client Advisor

Acrisure

Payroll Territory Manager closing sales of HR and payroll services for small to mid-sized businesses. Prospecting clients and training junior advisors while maintaining records in CRM system.

Posted 6/29/2026full-timeRemote • New Hampshire • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in prospecting and client relationship management within the Payroll/HCM services sector, with a strong focus on achieving sales targets and delivering high-quality results. Capable of training and coaching team members while maintaining a professional demeanor and integrity.

Highest-signal resume keywords

Prospecting SkillsCustomer Relationship Management (CRM)Sales ExperienceTraining and CoachingCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Networking SkillsPresentation SkillsTeam CollaborationAccountabilityHigh Sense of Urgency

Tools & Technologies

Atlas CRM

Certifications & Qualifications

Valid Driver’s LicenseValid Automobile Insurance

Industry Keywords

Payroll ServicesHCM ServicesFinancial TechnologyCold-CallingSales Hunter

Tech Stack

Tools & technologies

Realm

About the role

Key responsibilities & impact

Responsible for prospecting new clients into our Payroll/HCM services realm
Maintain existing/prospective client records in the Customer Relationship Management (CRM) system; currently Atlas.
Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry
Attend weekly team meeting and weekly one-on-one with leader
Responsible for training and coaching Senior Product Advisors (SPAs) who report to them
Provide status updates to reporting PDM
Additional responsibilities may be assigned as needed

Requirements

What you’ll need

18 years of age or older
Valid Driver’s License and valid automobile insurance
Successful completion of pre-employment background check
Must live in area relative to job posting location
At least two years of relevant experience
Excellent prospecting, communication, presentation, and networking skills.
Works well independently and as part of a team
Incentive-driven sales "hunter"
Professional demeanor and impeccable integrity
High sense of urgency and innate sales talent
Enjoys cold-calling and speaking with people face to face
Accountable for measurable, high-quality, timely results.
Ability to be in the field 50% of the time

Benefits

Comp & perks

It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
401(k) and matching program to help you save up for your retirement.
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.