Sales Solution Specialist - HCM

Newtek Payroll & Benefits Solutions

Newtek Payroll & Benefits Solutions delivers a modern payroll and human capital management (HCM) platform designed for speed, accuracy, and ease of use for growing businesses.

About the role

We are seeking a Sales Solution Specialist to join our team. This role is ideal for a sales professional who thrives in a high-volume, phone-driven, referral-based environment, enjoys closing deals, and is confident persuading business owners through a streamlined sales process.

Responsibilities

• Develop new business opportunities with existing clients to expand our clientele and build our business.
• Prepare the client proposals using pricing within set guidelines.
• Commit to departmental and individual quotas/goals.
• Manage and close inbound and internal payroll referrals using a consultative, sales-first approach.
• Conduct discovery conversations with business owners and decision-makers to assess payroll and HR needs.
• Present and close payroll solutions using instant quoting and simplified pricing models.
• Own the sales process from initial contact through closing and handoff.
• Maintain a consistent pipeline and meet volume-based production goals.
• Engage in frequent daily client conversations in a fast-paced sales environment.
• Identify opportunities to introduce additional Newtek solutions, including banking, lending, insurance, payments, and benefits.
• Collaborate closely with internal relationship managers and partners to support overall client growth.

Requirements

• High School or equivalent experience and a minimum of 6 months of related B2B preferably in payroll.
• Comfortable with being on video camera while engaging with clients/customers, attending company/department meetings, etc. as required.
• Experience in business development/lead generation, business consulting, sales and marketing preferred.
• Excellent professional oral, written and presentation skills.
• Bilingual a plus or may be required based on company needs.
• Prior experience in payroll sales, HCM sales, or related B2B SaaS sales.
• Strong persuasion and closing skills, particularly in fast-moving sales cycles.
• Comfortable managing a high volume of small to mid-sized business opportunities.
• Clear explanation of pricing and value to business owners.
• Organized, accountable, and able to manage multiple opportunities simultaneously.

Qualifications

• College degree preferred but not required; relevant sales experience is more important.

Skills

• Highly organized and detail-oriented.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical and problem-solving skills.

Benefits

• Stable base salary with predictable earnings.
• Structured sales process with strong referral flow.
• Opportunity to increase earnings through cross-sell commissions.
• Full benefits package including medical, dental, vision, and 401(k) with employer match.
• Ongoing training and support across payroll and broader business solution.

Pay

This is a base salary role (payroll sales are not commission-based). Performance bonuses tied to production and volume. Commission opportunities available through cross-sold products such as banking, lending, insurance, and other Newtek solutions.

Schedule

This is a phone-driven, high-volume sales role with a strong focus on daily client conversations. You will work primarily warm, inbound, and internal referrals (no cold prospecting required). Monday–Friday schedule. Availability required between 7:00 a.m. – 7:00 p.m. local time to support client needs. Typical schedules align to standard business hours based on time zone (e.g., 8:00–5:00 CT, 9:00–6:00 ET, 7:00–4:00 PT).

Why Newtek

Newtek is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and always uphold our Code of Business Conduct and Ethics.