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 coordination across:
  • Sales
  • Underwriting
  • Benefits
  • Legal
  • Implementation

• Remove friction from the sales process by ensuring all stakeholders are aligned and informed.
• Drive internal accountability to keep deals progressing efficiently.

Requirements

Education & Experience

• 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.

Knowledge/Skills/Abilities

What Makes Someone Successful in This Role:

• Proactive operator – anticipates needs and stays ahead of deadlines.
• Detail-obsessed – ensures data accuracy (critical in PEO deals).
• Process-driven – thrives in structured, multi-step sales cycles.
• Calm under pressure – performs in deadline-driven environments.

Team-oriented – partners effectively across sales and internal teams.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!

Originally posted on Himalayas