This is a primarily remote position, with intermittent visits to our local Payentry office. Must be located in the West Coast or East Coast ( preferably Charlotte, NC).

What's in it for you?

• A fulfilling career with opportunities for advancement and professional growth
• Competitive base salary and uncapped commissions based on revenue generated from sales, which is paid monthly
• A collaborative, supportive team environment
• Partial company-paid medical & dental coverage for you and your family
• 100% company-paid life, short-term, and long-term disability benefits
• 401(k) Safe Harbor plan with up to a 4% company match
• Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) supported with company contributions
• Generous paid time off with immediate eligibility

What will you do?

• Proactively analyze payroll client accounts to identify opportunities for expanding HR services adoption
• Partner with internal payroll, customer service, and sales teams to uncover client needs and align HR solutions
• Conduct discovery calls, presentations, and solution consultations with current clients and prospects to position our HR offerings effectively
• Develop and nurture relationships within the local business community, including chambers of commerce, SHRM chapters, and other professional organizations
• Represent the company at networking events, trade shows, and local business gatherings to promote HR expertise and enhance brand visibility
• Build referral partnerships and act as a thought leader in the small business HR space
• Drive new business development by identifying and engaging potential clients through outreach, networking, and industry events
• Present and demonstrate our HR platform and solutions to prospects, emphasizing value and ROI
• Maintain a deep understanding of our HR offerings and their business impact for clients and prospects
• Track activity and opportunities using CRM tools, providing clear insights into market trends and pipeline status
  

What skills and experience do you need?

• Proven success in B2B sales, preferably in HR software, SaaS, or related solutions
• Experience selling HR platforms, HR solutions, or technology services
• Strong understanding of HR processes, platforms, and offerings
• Demonstrated ability to develop relationships and close deals
• Excellent presentation, negotiation, and consultative selling skills
• Comfortable networking and presenting in both virtual and in-person settings
• Organized with excellent time management skills
• Self-motivated and able to work independently in a remote environment
• Ability to use CRM tools and sales management software effectively
• Bachelor's degree or 7+ years HR experience (MBA, MHR, JD preferred)
• 5+ years of HR experience; HR certifications such as PHR, SHRM-CP, SPHR, or SHRM-SCP are highly desirable
• Strong discretion and judgment in handling confidential client information

Ready to grow your career with us?
Apply today and become part of a forward-thinking company that values innovation, teamwork, and your professional development!

Payentry offers human capital management services and solutions to employers across the U.S. We help our clients improve efficiency, reduce risk, and support their employees through modern payroll, insurance, hr, and benefits solutions. As part of this effort, we are looking for a Zoho CRM Platform Administrator to help stabilize and strengthen our CRM environment as part of a broader rebuild initiative.

About the Role
This role will serve as our Zoho administrator, working across sales, marketing, operations, and external partners to improve platform reliability, governance, user adoption, and integration quality. We are looking for someone who combines strong hands-on Zoho administration experience with the ability to support internal training, enforce platform standards, and coordinate technical dependencies across systems.

In this role, you will:

• Administer and optimize Zoho CRM, including fields, layouts, workflows, automation, permissions, dashboards, and reporting
• Establish governance standards for platform changes, data quality, user access, and release management
• Support end users through onboarding, training, documentation, SOPs, and office hours
• Partner with internal stakeholders and external vendors to improve platform adoption and long-term maintainability
• Coordinate and troubleshoot integrations between Zoho and other business systems
• Help ensure CRM design supports scalability, data integrity, and operational consistency
• Enable the Payentry IT team to support the Zoho platform after the contract period for this role has ended

We’re looking for someone with:

• 7+ years of experience in CRM administration, business systems, RevOps, or CRM transformation roles
• 3+ years of hands-on Zoho CRM administration experience
• Strong knowledge of Zoho workflows, automation, permissions, reporting, and related applications
• Experience with integrations, REST APIs, webhooks, OAuth, and authentication patterns
• A track record of building user adoption through training, governance, and documentation
• Comfort working cross-functionally with business stakeholders, technical teams, and external partners

Experience in post-merger, fast-changing, or multi-entity environments is a plus.

If this sounds like a fit, please reach out directly.

Join the Payentry Team! We are actively looking for a Licensed Retirement Plan Advisor to join our retirement plan benefits  team. This role would serve as the primary consultant for our clients, managing the health and compliance of their 401(k) plans while providing one-on-one financial education to their employees. This role balances relationship management, regulatory oversight, and business development.

What do you need?

• Licensing: Active Series 65 or 66 (or Series 7 and 63) is required.

• 2-5 years of experience in retirement plan services or financial advising roles.

• Deep understanding of ERISA regulations, 401(k) compliance, and fiduciary standards.

• Strong organizational and time management skills

• Ability to meet strict deadlines and work independently.

• Proficiency in Microsoft Office Suite and CRM software.

• Excellent attention to detail and communication (written and verbal) skills.

• Excellent troubleshooting/ problem-solving skills

• Professional other certifications (PHR, CRPS, AIF) are a plus.

What will you do?

• Serve as the plan advisor for clients and advise on plan design, investment selection, and 

fiduciary responsibilities.

• Act as the main point of contact for plan sponsors to ensure high retention and satisfaction.

• Identify growth opportunities for the firm.

• Conduct employee education sessions and enrollment meetings as well as individual retirement 

readiness sessions as needed. 

• Monitor plan testing and assist with annual filings and CMS disclosures.

• Assist with preparing the required reports and with audits.

• Other duties as assigned.

What's in it for you?

• A start to a career within a fast-growing company

• A competitive benefits package including medical, dental, and vision insurance for you and your 

family

• 100% company-paid life, short-term, and long-term disability benefits.

• 401(k) Safe Harbor plan with up to a 4% company match with vesting from day one (1).

• Generous discretionary paid time off package with immediate eligibility.

Who is Payentry?

We offer human capital management services to employers throughout the US. Payentry. Our cloud based SaaS platform provides employer solutions that increase cash flow and efficiency, reduce risk, and 

give a competitive edge in managing and retaining high-quality employees.

Payentry is an EEO Employer - M/F/Disability/Protected Veteran Status

Strategic planning is a key part of this role as it is the BDM’s responsibility to develop a new self-generated pipeline of partners and direct business for Payentry.

This role requires a thorough knowledge of the HCM landscape, the solutions, and services Payentry can provide, and our unique market advantages.

Additional duties and required skills of the BDM can be summarized below as follows:

•      Prospect for potential new partnerships and direct clients and turn opportunities into increased business.

•      Ask for, and gain referrals as appropriate to ensure a robust pipeline of opportunities and support ancillary services revenue

•      Research and build relationships with new partners and direct prospects.

•      Meet potential partners and clients by growing, maintaining, and leveraging your network.

•      Set up meetings between prospective decision makers, handle objections by clarifying, emphasizing agreements, and working through differences for successful sales.

•      Attend industry functions, such as association events and conferences, trade shows, and provide feedback and information on market and creative trends.

•      Utilize ZOHO as the CRM for tracking and recording opportunities on a timely and accurate basis.

•      Polished and articulate, able to effectively communicate with all levels of a corporation.

•      Persistent in pursuit of opportunities.  Not discouraged by unresponsive prospects or obstacles encountered when prospecting.

•      Establishes and maintains an open, professional, and efficient means of communication with all customers, both internal and external. Maintains an attitude of quickly responding to internal and external customer needs.

•      Has ability to work with minimal supervision, prioritizing workflow daily and effectively planning and organizing work responsibilities.

•      Requires a proactive approach to interpreting the client’s requirements and assisting in addressing the needs while qualifying and advancing other sales opportunities.

Education and Experience:

Business development positions require a bachelor’s degree and a minimum of 5 years of sales or marketing experience or equivalent. Minimum of 12 months of direct payroll sales experience preferred.

Experience calling on a range of small business owners to C-Suite level prospects selling SaaS applications is preferred.  Networking, Prospecting, Public Speaking, Research, Writing, Closing Skills, Prospecting Skills, Sales Planning, Market Knowledge, Meeting Sales Goals, Professionalism, CRM Management, and Microsoft Office.              

Do you love technology? Are you looking for a great company that offers growth and skills development? Join the Payentry Team!

We are actively looking for an Administrative Support Specialist to join our retirement plan benefits team.  This role would serve as a contact for our plan vendors and third-party administrators, and also prepare necessary reports and documents for the plans.  Under management guidance, this role would be responsible for the daily maintenance tasks associated with the plans.  

What do you need?

• Benefit account administration or payroll experience
• Strong organizational and time management skills
• Ability to meet strict deadlines
• Ability and motivation to work independently
• Proficiency in Microsoft Office Suite
• Excellent attention to detail
• Excellent verbal and written communication skills
• Excellent troubleshooting/ problem-solving skills 

What will you do?

• Serve as a contact for plan vendors and third-party administrators
• Upload 401(k) contributions on a per payroll basis
• Prepare quarterly Fi360 reports
• Prepare employee reporting necessary for annual compliance testing
• Process participant documents and requests such as enrollment forms, loans, and distributions.       
• Implement new plans; complete and process new plan documents and advising agreements, and set up retirement service in payroll software
• Send and track all required notices in accordance with IRS guidelines
• Responsible for daily maintenance of plans under management guidance

What's in it for you? 

• A start to a career within a fast-growing company
• A competitive benefits package including medical, dental, and vision insurance for you and your family
• 100% company-paid life, short-term, and long-term disability benefits.
• 401(k) Safe Harbor plan with up to a 4% company match with vesting from day one (1).
• Generous discretionary paid time off package with immediate eligibility.
  

Who is Payentry?

We offer human capital management services to employers throughout the US. Payentry.  Our cloud-based SaaS platform provides employer solutions that increase cash flow and efficiency, reduce risk, and give a competitive edge in managing and retaining high-quality employees.

We are looking for a Client Advocate to join our rapidly growing team!  As a member of our Client Experience Team, you can help Payentry provide excellent service, training, and results to our clients.

What will you do?

• Establish and manage positive relationships with new and existing clients
• Deliver exceptional customer service experience
• Support client's needs and requests 
• Responsible for learning and understanding system functionality 
• Engage clients in product features and functionality
• Work with a great team to support our clients!

• Utilize our technology to assist with payroll, time & attendance, HR and much more!

What do you need?

• A passion for customer service
• A high level of integrity always and the capacity to find something positive in everything
• The ability to challenge thinking and influence others in more productive ways
• The aptitude to innovate and be passionately exceptional
• An inquisitive nature and the skill to ask engaging questions
• A commitment to teamwork

What's in it for you?

• A career, not a job at our growing company.
• A great team environment with opportunities to volunteer in the community!!
• An uncapped opportunity to increase your income
• Partial company-paid medical & dental for you and your family!
• 100% company-paid life, short-term and long-term disability benefits.
• 401(k) Safe Harbor plan with up to a 4% company match 
• Health Savings Accounts and/or Flexible Spending Accounts supported with company contributions.
• Generous discretionary paid time off the package with immediate eligibility.

About Payentry
We offer human capital management services to employers throughout the US. Payentry, our cloud-based SaaS platform, provides employer solutions that increase cash flow and efficiency, reduce risk, and give a competitive edge in managing and retaining high-quality employees.

Our mission is Helping people get the most out of their workday and providing the best systems and support for growing our clients' businesses. If you're ready to join us in that mission and advance your career, apply today!

Strategic planning is a key part of this role as it is the BDM’s responsibility to develop a new self-generated pipeline of partners and direct business for Payentry.

This role requires a thorough knowledge of the HCM landscape, the solutions, and services Payentry can provide, and our unique market advantages.

Additional duties and required skills of the BDM can be summarized below as follows:

•      Prospect for potential new partnerships and direct clients and turn opportunities into increased business.

•      Ask for, and gain referrals as appropriate to ensure a robust pipeline of opportunities and support ancillary services revenue

•      Research and build relationships with new partners and direct prospects.

•      Meet potential partners and clients by growing, maintaining, and leveraging your network.

•      Set up meetings between prospective decision makers, handle objections by clarifying, emphasizing agreements, and working through differences for successful sales.

•      Attend industry functions, such as association events and conferences, trade shows, and provide feedback and information on market and creative trends.

•      Utilize ZOHO as the CRM for tracking and recording opportunities on a timely and accurate basis.

•      Polished and articulate, able to effectively communicate with all levels of a corporation.

•      Persistent in pursuit of opportunities.  Not discouraged by unresponsive prospects or obstacles encountered when prospecting.

•      Establishes and maintains an open, professional, and efficient means of communication with all customers, both internal and external. Maintains an attitude of quickly responding to internal and external customer needs.

•      Has ability to work with minimal supervision, prioritizing workflow daily and effectively planning and organizing work responsibilities.

•      Requires a proactive approach to interpreting the client’s requirements and assisting in addressing the needs while qualifying and advancing other sales opportunities.

Education and Experience:

Business development positions require a bachelor’s degree and a minimum of 5 years of sales or marketing experience or equivalent. Minimum of 12 months of direct payroll sales experience preferred.

Experience calling on a range of small business owners to C-Suite level prospects selling SaaS applications is preferred.  Networking, Prospecting, Public Speaking, Research, Writing, Closing Skills, Prospecting Skills, Sales Planning, Market Knowledge, Meeting Sales Goals, Professionalism, CRM Management, and Microsoft Office.              

The ideal candidate will be an outgoing and energetic professional who thrives in a fastpaced b2b sales environment. 

Key Responsibilities

• Marketing to new businesses and to existing clients.
• Generating sales quotes and proposals for businesses.
• Computer database and customer records maintenance.
• Monitoring for applications and requests for quotes.
• Address customer inquiries regarding their insurance coverage, including audits.
• Generate Certificates of Insurance for our customers as needed.
• Communicate directly with insurance carriers concerning policies, audits, and general customer inquiries.
• Market additional insurance lines of business to customers when needed.
• Other projects and duties as assigned.

Qualifications

• Must have an active Property and Casualty Insurance
• Life & Health License a plus
• 3+ years of working knowledge of the Insurance industry (commercial lines experience preferred)
• Excellent communication skills both written and verbal
• Exceptional attention to detail with the ability to multitask in a busy environment
• Strong presentation skills

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

What's in it for you?

· A role to kickstart your career in a growing company and professional industry

· A great team environment with opportunities to volunteer in the community!

· An uncapped opportunity to increase your income

· Partial company-paid medical & dental for you and your family!

· 100% company-paid life, short-term and long-term disability benefits.

· 401(k) Safe Harbor plan with up to a 4% company match

· Health Savings Accounts and/or Flexible Spending Accounts supported with company contributions.

· Generous discretionary paid time off package with immediate eligibility.

What will you be expected to do?

· Establish and manage positive relationships with new and existing clients

· Deliver exceptional customer service

· Support client's needs and requests

· Learn and understand the company's systems' functionality

· Engage clients in product features and functionality

What do you need to bring?

· A passion for customer service

· Strong data entry and phone-based customer support skills

· High attention to detail

· Great communication and organizational skills

· A high level of integrity and the capacity to find something positive in everything

· An inquisitive nature and the skill to ask engaging questions

· A commitment to teamwork

Benefits:

· 401(k)

· 401(k) matching

· Dental insurance

· Health insurance

· Life insurance

· Paid time off

· Referral program

· Vision insurance

We are an equal opportunity employer dedicated to non-discrimination in employment. We select the most qualified individual for the job based on job-related qualifications regardless of race, color, age, sex, religion, national origin, disability, sexual orientation, veteran status or any other status protected by federal, state or other applicable laws. Reasonable accommodations request to apply or participate in the interview process may be submitted to internalhr@payentry.com.

Strategic planning is a key part of this role as it is the BDM’s responsibility to develop a new self-generated pipeline of partners and direct business for Payentry.

This role requires a thorough knowledge of the HCM landscape, the solutions, and services Payentry can provide, and our unique market advantages.

Additional duties and required skills of the BDM can be summarized below as follows:

•      Prospect for potential new partnerships and direct clients and turn opportunities into increased business.

•      Ask for, and gain referrals as appropriate to ensure a robust pipeline of opportunities and support ancillary services revenue

•      Research and build relationships with new partners and direct prospects.

•      Meet potential partners and clients by growing, maintaining, and leveraging your network.

•      Set up meetings between prospective decision makers, handle objections by clarifying, emphasizing agreements, and working through differences for successful sales.

•      Attend industry functions, such as association events and conferences, trade shows, and provide feedback and information on market and creative trends.

•      Utilize ZOHO as the CRM for tracking and recording opportunities on a timely and accurate basis.

•      Polished and articulate, able to effectively communicate with all levels of a corporation.

•      Persistent in pursuit of opportunities.  Not discouraged by unresponsive prospects or obstacles encountered when prospecting.

•      Establishes and maintains an open, professional, and efficient means of communication with all customers, both internal and external. Maintains an attitude of quickly responding to internal and external customer needs.

•      Has ability to work with minimal supervision, prioritizing workflow daily and effectively planning and organizing work responsibilities.

•      Requires a proactive approach to interpreting the client’s requirements and assisting in addressing the needs while qualifying and advancing other sales opportunities.

Education and Experience:

Business development positions require a bachelor’s degree and a minimum of 5 years of sales or marketing experience or equivalent. Minimum of 12 months of direct payroll sales experience preferred.

Experience calling on a range of small business owners to C-Suite level prospects selling SaaS applications is preferred.  Networking, Prospecting, Public Speaking, Research, Writing, Closing Skills, Prospecting Skills, Sales Planning, Market Knowledge, Meeting Sales Goals, Professionalism, CRM Management, and Microsoft Office.

This is a remote role, but will be onsite for 60 days for training in Peachtree Corners, GA.