Benefits Technologies Advisor

Paylocity
Schaumburg, IL

Job Description

Job Description

Description:

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. As part of the Sales & Marketing team, you’ll help us solve challenges and succeed as you grow and understand the unique needs of our clients and tailor easy-to-use solutions to deliver the performance they need. With a position in Sales & Marketing, you’ll strengthen our relationships with clients, anticipate their needs, and think outside the box to unlock new possibilities.

Fully Remote (U.S. Only): This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary.

Position Overview: The BTA will facilitate closing new business opportunities for FSA, HSA, LSA, HRA, and COBRA. As a BTA, you will work closely with both Paylocity’s outside and inside sales Account Executives to follow-up on leads and meet the needs and requests of brokers and employers, respond to their queries in a timely manner and aspire to deliver an overall positive experience.

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.

  • Perform needs analysis with prospective clients in all areas of TPA and related systems.
  • Conduct product demonstration with messaging techniques to establish the buyer connection and complete the sale.
  • Increase sales performance by presenting TPA strategies and business solutions.
  • Respond to Account Executive/CCC specific product-related questions.
  • Communicate clear and detailed solutions to prospective TPA client regarding Paylocity products, processes, and timelines to assure Paylocity is positioned for success post-sale.
  • Train your internal partners on TPA products and assist them in talk tracks to uncover potential leads.
  • Facilitate feedback to different departments regarding prospective client needs, operational needs, business opportunities, product features & functions, and marketing/sales programs.
  • Recommend creative selling and product positioning techniques based on market and product knowledge by using strategic use of competitive knowledge.
  • Respond to functional and technical elements of RFIs/RFPs.
  • Maintain strong existing client and broker relationships.

Education and Experience:

  • Self-motivated with a proven track record in dealing with a field based, fast paced salesforce.
  • Must possess strong presentation skills and be able to communicate professionally in written responses to emails, RFPs, and when submitting reports.
  • Organized and analytical, able to eliminate sales obstacles through creative and adaptive approaches.
  • 3-5+ years relevant industry experience in a similar role.
  • Experience and familiarity of Paylocity products and TPA industry knowledge is welcomed.

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 $48,300-$89,700/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus based on individual performance in addition to a full range of benefits outlined here. 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

Requirements:

Posted 2025-07-29

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