• Direct Account Management
  • Charlotte, NC, USA
  • Base + Commission

This is a SALES position*

Tired of cold calling? Then this is the job for you! Apply today and learn about how you could earn over $100,000 your first year.

Direct Account Manager - 401k

Job Summary:

The Direct Account Manager-401k is responsible for building and maintaining relationships with isolved's diverse client base. You add value to the isolved experience by sharing relevant industry news, asking insightful questions and offering 401k and other retirement solutions that save your clients' time, money and frustration. As a trusted advisor, you actively contribute to the company's sales success in a professionally deliberate and quantifiable manner.

Principle Responsibilities:

  • Develop a thorough understanding of isolved's robust suite of SaaS offerings
  • Proactively assess, clarify and validate your clients' needs with a minimum of 30% of working
  • hours on the phone
  • Perform as an advisor and consultant to our clients in regard to their 401k and retirement needs
  • Communicate the benefits of our HCM software in an engaging, easy-to-understand manner
  • Upsell clients while maintaining the feelings of goodwill that create clients for life
  • Negotiate upsell addendums on isolved's behalf.
  • Update our CRM with relevant client notes and marketing program designations
  • Collaborate with Relationship Management team on complex client service opportunities

Essential Requirements:

  • 1-2 years of inside sales experience with a company dedicated to software or PEO
  • Proven relationship-building abilities
  • The insight and maturity to "manage up" to high-ranking decision makers in companies of
  • varying size and scope
  • A passion for technology


  • 5+ years of inside sales experience with a company dedicated to software or PEO
  • Outreach experience
  • Robust HCM experience
  • A drive to learn and continually improve sales, business and interpersonal skills

Location (fully on-site): The Sales Account Manager will be working full-time, (Monday - Friday 8AM - 5PM) on-site located in our Charlotte corporate office.

Duration: This is a full time, permanent position.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

isolved HCM provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. The company takes affirmative action to ensure that applicants and employees are treated fairly and equally during the application process and post hiring employment without regard to any of these characteristics. Discrimination of any type is not tolerated.

About isolved HCM:

We are a fast-growing award winning and highly successful software company, transforming the way organizations manage their most important asset, their people. By combining revolutionary SaaS technology and expert services, isolved HCM delivers comprehensive, scalable, and high value outcomes that give our customers a significant competitive advantage.

As a modern tech-savvy company, we understand that a contemporary and diverse atmosphere will allow our employees' internal drive to engage, inspire, and produce incredible sales results. Not only do we offer a competitive compensation package and continuous training we go above and beyond to reward our employee efforts by providing excellent opportunities for fast career progression. Yeah, we get it. Professionalism + Career Grown + Fun = A well balanced work life. Get ready to love your job!



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