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Acrisure

Payroll Client Advisor

Reposted 3 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC
90K-105K Annually
Junior
In-Office
Charlotte, NC
90K-105K Annually
Junior
The Payroll Client Advisor is responsible for prospecting new clients, closing sales, explaining product offerings, and maintaining client records in the CRM system. They work closely with their local manager to set appointments and deliver presentations to small and mid-sized businesses.
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About Auris 

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. 

 

Job Summary 

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).  

 

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.  

 

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.  

 

Responsibilities 

  • Responsible for prospecting new clients 

  • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. 

  • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN 

  • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. 

  • Attend weekly team meeting and weekly one-on-one with leader 

  • Additional responsibilities may be assigned as needed 

 

 

Minimum Qualifications 

  • 18 years of age or older 

  • Valid Driver’s License and valid automobile insurance 

  • Successful completion of pre-employment background check 

  • Must live in area relative to job posting location 

  • At least two years of relevant experience 

  • Excellent prospecting, communication, presentation, and networking skills 

  • Works well independently and as part of a team 

  • Incentive-driven sales “hunter” 

  • Professional demeanor and impeccable integrity 

  • High sense of urgency and innate sales talent 

  • Enjoys cold-calling and speaking with people face to face 

  • Accountable for measurable, high-quality, timely results 

  • Ability to be in the field, a minimum of 50% of the time 

 

Preferred Qualifications 

  • High school diploma/GED  

  • Prior experience in a B2B Sales role 

  • Prior experience with a CRM tool, such as Salesforce or Hubspot 

 

Competencies 

  • Awareness  

  • Driven 

  • Resilient  

  • Respectful  

  • Committedness  

 

 

Compensation (pay transparency) and Benefits 

 

  • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy. 

  • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.  

  • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. 

 

***State Specific*** 

 

Nevada and Colorado 

#auris

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.


Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.


Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.


Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].


California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.


Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.


Welcome, your new opportunity awaits you.

Top Skills

Atlas Crm

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