Sales Associate

OneDigital

Sales Associate managing PEO RFP processes and sales support for top-performing producers. Ensuring accurate submissions and documentation while maintaining CRM records in a remote setting.

Posted 7/7/2026full-timeRemote • Arizona, California • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex B2B sales support processes, including RFP coordination and compliance documentation. Proficient in Salesforce and Excel, with strong organizational and project management skills to handle multiple deals in a fast-paced environment.

Highest-signal resume keywords

B2B Sales Support ExperienceRFP CoordinationSalesforce ProficiencyProject Management SkillsEmployee Benefits Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

RFP ManagementData ValidationPlan Design DetailsPricing InputsCompliance Requirements

Soft Skills

Organizational SkillsCommunication SkillsLiaison AbilitiesTime Management

Tools & Technologies

SalesforceExcelPresentation Tools

Industry Keywords

Employee BenefitsPayroll DataRisk WorkflowsUnderwriting Processes

About the role

Key responsibilities & impact

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
Act as the primary liaison between sales and underwriting to ensure clean, complete submissions
Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation
Maintain accurate and up-to-date CRM records (Salesforce) including deal stage, notes, next steps, and documentation
Serve as the central point of coordination across Sales, Underwriting, Benefits, Legal, Implementation

Requirements

What you’ll need

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
Ability to manage multiple deals and deadlines in a fast-paced environment

Benefits

Comp & perks

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 per company policy
Employee perks and discounts