Sales Associate

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital , we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital . In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

Our Newest Opportunity

Our Opportunity

We are seeking a highly organized and detail-oriented Sales Associate to support our top-performing PEO producers. This role is critical to driving revenue by owning the operational execution of complex PEO sales cycles, from RFP through close and handoff to implementation.

This individual will serve as a strategic partner to sales, managing the administrative, technical, and coordination aspects of deals so producers can focus on client engagement, strategy, and closing business.

This is a fulltime, remote position. Candidates residing in the Los Angeles, Las Vegas, & Phoenix markets preferred

Key Responsibilities

PEO Deal & RFP Management

• 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.

• Partner with underwriting based on rep needs to help manage iterations on pricing, risk evaluation, and plan modeling.

• Track all deal milestones and proactively manage timelines to avoid delays.

Underwriting & Proposal Coordination

• Act as the primary liaison between sales and underwriting to ensure clean, complete submissions.

• Validate census data, payroll information, medical docs required, and claims history for accuracy prior to submission.

• Coordinate revisions and ensure producers are equipped with the most current and competitive proposals.

• Support the creation of client-ready proposals and presentations if/when needed.

Closing Kit & Contract Execution

• Prepare and assemble PEO closing kits, including service agreements, census data, and required compliance documentation.

• Ensure all documentation is completed accurately and submitted within required timelines.

• Coordinate with internal teams (legal, implementation, payroll) to ensure a seamless transition from sale to onboarding.

Pipeline & CRM Management

• Maintain accurate and up-to-date CRM records (Salesforce) including deal stage, notes, next steps, and documentation.

• Monitor pipeline health and proactively flag risks such as:
• Missing information

• Delayed follow-ups

• Timeline slippage

• Support forecast accuracy by ensuring deal data reflects real-time status.

Cross-Functional Deal Coordination

• Serve as the central point of