Strategy & Consultancy|Business Advisor,Sales|Business Consultant,Consulting,Sales,Strategy & Consultancy Jobs

Job Description

 

Salesforce Business Consultant/ Solution Architect Key Responsibilities:

• Client Advisory & CRM Transformation.
• Lead discovery workshops with manufacturing clients to understand strategy, sales and service models, channels (direct, OEM, distributor, dealer), and key KPIs.
• Assess current CRM/legacy landscape, identify gaps, and define a Salesforce-centric target state.
• Design CRM transformation roadmaps with Salesforce as the strategic CRM platform, including phases, scope, and rollout plan.
• Redesign end-to-end business processes (Lead-to-Opportunity-to-Order / Quote-to-Cash, Key Account Management, After-Sales & Service, Warranty, Field Service, Partner/Dealer Management) aligned to Salesforce best practices.
• Act as trusted advisor to senior client stakeholders (Sales, Service, Operations, IT leadership) on CRM strategy, governance, and operating models.

Salesforce Solution Architecture & Design:

• Own end-to-end Salesforce solution architecture for manufacturing CRM engagements, primarily across Sales Cloud, Service Cloud, Experience Cloud, and, where relevant, Manufacturing Cloud, Field Service, Revenue Cloud/CPQ, and CRM Analytics.
• Define data model, object relationships, security model, environment strategy, and integration patterns with ERP (SAP, Oracle, Dynamics, Infor), MES, PLM, pricing engines, and other systems.
• Produce solution blueprints, high-level design, and effort estimates; ensure designs are scalable, maintainable, and aligned to Salesforce best practices and platform limits.
• Guide functional consultants and technical teams during delivery, reviewing user stories, configurations, and customizations for alignment with the solution design.
• Contribute to internal accelerators, templates, and industry-specific assets for manufacturing CRM.

Pre-sales, Demos & Proposals (Consulting/SI Context):

• Partner with sales and account teams to qualify opportunities and define solution and delivery approaches.
• Lead Salesforce demos tailor-made for manufacturing scenarios (e.g., key account planning, complex opportunity management, CPQ
• quoting flows, warranty and service flows, dealer/distributor portals, field service scenarios).
• Prepare solution slides, architecture overviews, and walkthroughs for client presentations, including oral RFP defenses.
• Translate RFP/RFI requirements into Salesforce-based solutions and clearly documented scope, approach, and assumptions.
• Build and articulate the business case and ROI for CRM transformation, linking Salesforce capabilities to commercial and operational outcomes (pipeline growth, win rates, forecast accuracy, service response time, first-time-fix rate, dealer performance, customer satisfaction).

Change Management, Adoption & Governance:

• Advise clients on CRM governance, operating models, and Salesforce roles (product owner, key users, admins, CoE structure).
• Support definition of role-based Salesforce usage models for sales reps, KAMs, service agents, and partner users.
• Provide input to change, communication, and training plans and help design meaningful KPIs and dashboards to monitor CRM adoption and performance. Promote data quality and disciplined CRM usage (account/contact hygiene, opportunity and pipeline management, case and service data) to enable reliable reporting and analytics.

Delivery Oversight & Quality Assurance:

• Serve as design authority for one or more projects, ensuring coherence across workstreams and vendors.
• Participate in and sometimes lead key Agile ceremonies (workshops, backlog refinement, sprint planning, showcases), clarifying requirements and validating sprint outcomes.
• Identify risks and issues related to solution design, scope, or integration early and propose mitigation options.
• Support UAT planning, test scenario definition for end-to-end CRM flows, go-live readiness assessment, and hyper care.

 

 

Good to Have: Salesforce in Manufacturing cloud.

Professional Background:

• 8 - 12 years total experience, with at least 5+ years focused on Salesforce CRM (Sales Cloud, Service Cloud, and/or Experience Cloud).
• 4 - 6 years working with manufacturing organizations or clients (discrete, process, industrial equipment, automotive, high-tech manufacturing, etc.). Significant experience in an SI/consulting environment in client-facing roles (consultant, lead consultant, solution architect, engagement lead).
• Proven track record of leading 2 – 3 years + full lifecycle Salesforce implementations from discovery through go-live and adoption.
• Experience delivering Salesforce in ERP-integrated enterprise environments.

Education & Certifications:

• Bachelor's degree in business, Engineering, Information Systems, Computer Science, or related discipline.
• MBA or other advanced business degree is an advantage.
• Salesforce certifications strongly preferred such as Salesforce Certified Administrator (and/or Advanced Administrator), Salesforce Certified Sales Cloud Consultant, Salesforce Certified Service Cloud Consultant, Experience Cloud Consultant, Field Service, Manufacturing Cloud, or CPQ Specialist (nice to have), B2B Solution Architect.

Salesforce & CRM Skills:

• Strong functional expertise in Sales Cloud (accounts, contacts, opportunities, pipelines, forecasting, territory management, account hierarchies).
• Strong functional expertise in Service Cloud (cases, SLAs, entitlements, service processes, knowledge, omni-channel, service console).
• Experience with Experience Cloud for partner and customer portals (especially dealer/distributor portals and B2B self-service).

Preferred:

• Hands-on or design experience with Manufacturing Cloud, Field Service, CPQ / Revenue Cloud, and CRM Analytics (Tableau CRM).
• Solid understanding of Salesforce architecture components (data model, security, sharing, integration options, environment and deployment strategy). Ability to design meaningful reports and dashboards that align with manufacturing KPIs (sales funnel, win/loss, margin, forecast accuracy, service SLAs, partner performance).

Industry & Business Skills:

• Familiarity with manufacturing-specific concepts such as Make-to-Order, Make-to-Stock, Engineer-to-Order, channel sales models, dealer networks, installed base/assets, service contracts, warranties, and field service operations.
• Ability to translate business needs from sales, service, and operations into Salesforce capabilities and realistic roadmaps.
• Strong commercial acumen in the consulting context (scope management, estimation, risk assessment, identification of upsell/cross-sell opportunities).

Consulting & Soft Skills:

• Excellent communication and presentation skills, confident in workshops and executive-level meetings.
• Strong stakeholder management and facilitation skills, able to navigate complex client organizations and competing priorities.
• Analytical, structured, and outcome-driven, comfortable operating in ambiguous environments and creating clarity for clients and teams.
• Experience leading and mentoring junior consultants and collaborating with distributed onshore/offshore delivery teams.

Job Description

Drive Change. Grow Business. Make an Impact.

Are you passionate about helping automotive dealerships improve performance, grow revenue, and deliver exceptional customer experiences?

We are seeking a Mobile Service Business Consultant & Performance Coach to support dealership leaders in developing successful mobile service operations and improving overall service department performance. In this field-based role, you will serve as a trusted advisor, trainer, and coach, helping dealerships drive operational excellence, profitability, and customer satisfaction.

Travel: Up to 80% travel, including overnight travel within the assigned territory.

Key Responsibilities

Business Growth & Consulting

• Partner with dealership leadership to improve performance and profitability.
• Analyze KPIs and identify opportunities for revenue growth and operational improvements.
• Develop and support business plans focused on customer retention and fixed operations success.

Mobile Service Operations

• Support mobile service launches and ongoing program development.
• Recommend best practices for scheduling, routing, technician utilization, and workflow efficiency.
• Help dealerships improve mobile service profitability and customer convenience.

Coaching & Training

• Deliver classroom, virtual, and on-site training programs.
• Coach service leaders, advisors, and technicians on service operations, sales, and customer experience.
• Support technician recruitment, onboarding, development, and retention efforts.

Process Improvement

• Implement operational improvements and performance standards.
• Support change management initiatives and adoption of new technologies.
• Share industry best practices and performance strategies.

Job Description

Drive Change. Grow Business. Make an Impact.

Are you passionate about helping automotive dealerships improve performance, grow revenue, and deliver exceptional customer experiences?

We are seeking a Mobile Service Business Consultant & Performance Coach to support dealership leaders in developing successful mobile service operations and improving overall service department performance. In this field-based role, you will serve as a trusted advisor, trainer, and coach, helping dealerships drive operational excellence, profitability, and customer satisfaction.

Travel: Up to 80% travel, including overnight travel within the assigned territory.

Key Responsibilities

Business Growth & Consulting

• Partner with dealership leadership to improve performance and profitability.
• Analyze KPIs and identify opportunities for revenue growth and operational improvements.
• Develop and support business plans focused on customer retention and fixed operations success.

Mobile Service Operations

• Support mobile service launches and ongoing program development.
• Recommend best practices for scheduling, routing, technician utilization, and workflow efficiency.
• Help dealerships improve mobile service profitability and customer convenience.

Coaching & Training

• Deliver classroom, virtual, and on-site training programs.
• Coach service leaders, advisors, and technicians on service operations, sales, and customer experience.
• Support technician recruitment, onboarding, development, and retention efforts.

Process Improvement

• Implement operational improvements and performance standards.
• Support change management initiatives and adoption of new technologies.
• Share industry best practices and performance strategies.

Job Description

Drive Change. Grow Business. Make an Impact.

Are you passionate about helping automotive dealerships improve performance, grow revenue, and deliver exceptional customer experiences?

We are seeking a Mobile Service Business Consultant & Performance Coach to support dealership leaders in developing successful mobile service operations and improving overall service department performance. In this field-based role, you will serve as a trusted advisor, trainer, and coach, helping dealerships drive operational excellence, profitability, and customer satisfaction.

Travel: Up to 80% travel, including overnight travel within the assigned territory.

Key Responsibilities

Business Growth & Consulting

• Partner with dealership leadership to improve performance and profitability.
• Analyze KPIs and identify opportunities for revenue growth and operational improvements.
• Develop and support business plans focused on customer retention and fixed operations success.

Mobile Service Operations

• Support mobile service launches and ongoing program development.
• Recommend best practices for scheduling, routing, technician utilization, and workflow efficiency.
• Help dealerships improve mobile service profitability and customer convenience.

Coaching & Training

• Deliver classroom, virtual, and on-site training programs.
• Coach service leaders, advisors, and technicians on service operations, sales, and customer experience.
• Support technician recruitment, onboarding, development, and retention efforts.

Process Improvement

• Implement operational improvements and performance standards.
• Support change management initiatives and adoption of new technologies.
• Share industry best practices and performance strategies.

About Us

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting (url removed) .

Position Summary

The Business Sales Consultant, PEO is responsible for identifying, developing, and closing new business opportunities for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, human resources support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions. This role develops opportunities through self-generated prospecting, referral sources, broker and channel partner relationships, networking, and strategic market outreach while gaining access to business owners, executives, and other key decision makers within prospective client organizations. The Business Sales Consultant, PEO owns the full sales cycle from initial outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation. This role consults with prospective clients to understand business needs, workforce challenges, current vendor relationships, employment-related risk, cost considerations, and service expectations, then positions the company's PEO solution as a comprehensive employment and HR outsourcing model. The Business Sales Consultant, PEO is also responsible for maintaining an accurate sales pipeline and forecast, documenting activity in the CRM, completing required sales and client service agreement documentation, and achieving monthly, quarterly, and annual sales goals assigned by sales leadership.

Essential Duties and Responsibilities

• Proactively generate new business opportunities within the designated territory for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, HR support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions.
• Build and maintain strong referral relationships with brokers, channel partners, centers of influence, and other strategic business partners to generate qualified PEO sales opportunities.
• Execute targeted prospecting strategies, including cold calling, networking, email outreach, social selling, market research, and partner referrals to access business owners, executives, and other key decision makers.
• Conduct discovery meetings with prospective clients to understand business needs, workforce challenges, current employment practices, payroll and HR processes, benefits structure, workers' compensation exposure, vendor relationships, decision criteria, and service expectations.
• Present PEO solutions that align with prospective client needs, including co-employment model, service structure, payroll administration, HR support, employee benefits, workers' compensation, risk management, compliance resources, pricing, and implementation expectations.
• Prepare proposals, executive summaries, pricing options, service recommendations, and client presentations that clearly communicate the value of the company's PEO solution and total workforce management model.
• Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related PEO service considerations in partnership with sales leadership and internal stakeholders.
• Own and manage the full PEO sales cycle from lead generation through close, including coordinating internal resources required to support solution design, underwriting review, pricing, client onboarding, and implementation transition.
• Partner with implementation, payroll, benefits, HR, compliance, risk management, workers' compensation, operations, and service teams to ensure a smooth transition from signed client service agreement to client implementation.
• Stay informed of PEO industry trends, employment-related compliance developments, workers' compensation and benefits market considerations, competitor offerings, market conditions, and client feedback to identify opportunities and competitive risks.
• Develop lead generation strategies and maintain accurate, timely documentation of sales activities, pipeline status, forecasted revenue, client communications, decision-maker engagement, and next steps in Salesforce or other CRM systems.
• Consistently meet or exceed assigned monthly, quarterly, and annual PEO sales goals, activity expectations, new business targets, and other performance metrics established by sales leadership.
• Complete and submit accurate new business paperwork, client service agreement documentation, underwriting information, expense reports, and weekly activity reports by established deadlines.
• Provides sales support and operational continuity during the absence of the Regional Sales Manager (RSM), helping to ensure day-to-day sales activities and customer engagement efforts remain on track.
• Assists less tenured sales representatives, including freshman and sophomore sellers, by providing guidance on sales processes, product offerings, prospecting strategies, and customer relationship management in accordance with company standards and established sales practices.
• Serves as a resource for sales team members by helping facilitate deal progression, addressing process-related questions, and supporting adherence to sales procedures when the RSM is unavailable.
• Participate in the recruitment process for prospective sales team members by assisting with candidate interviews, providing input regarding qualifications, and sharing feedback with hiring managers in support of staffing decisions.
• Collaborate with sales leadership to support onboarding, training, and development initiatives designed to enhance the effectiveness and productivity of new sales representatives.
• Acts as a mentor and subject matter resource for assigned sales personnel, promoting best practices, knowledge sharing, and professional development across the sales team.
• Frequent domestic travel will be required to attend team onsite meetings, prospective client visits, customer events, broker and channel partner meetings, industry conferences, and training sessions. This may include air travel, ground transportation, and in some cases potential public transportation.

Marginal Functions

• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Knowledge, Skills, and Abilities

• Proactive and highly motivated individual with a strong focus on achieving new business goals.
• Demonstrated ability to drive revenue growth and exceed sales targets.
• Exceptional negotiation and closing skills with the ability to influence key stakeholders.
• Understanding and consistent execution of sales methodologies, strategies, and best practices.
• Knowledge of Customer Relationship Management (CRM) systems and tools.
• In-depth understanding of the company's products or services.
• Excellent verbal and written communication skills for effective collaboration and presentations.
• Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment.
• Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities.
• Ability to represent and display a professional style, pride and adhere to corporate policies and procedures.
• Perform with sound business ethics and a high standard of performance while pursuing established goals
• Uphold the highest standards of confidentiality and privacy in all aspects of the role.
• Flexibility to adjust strategies based on market changes and business needs.
• Strong ability to work cross functionally with other departments.
• Commitment to understanding and meeting customer needs.

Education & Experience

• High School Diploma or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• More than two (2) years of PEO sales experience required within a results-driven environment. Experience managing a sales pipeline, prospecting for new business, conducting client presentations, and meeting assigned sales goals preferred.
• Prior sales experience with payroll, HCM HR technology, or benefits preferred.
• Previous experience and proficiency with CRM tools (Salesforce or similar) preferred.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.

Required Licenses and/or Certifications

• This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.

Physical, Mental, & Communication Demands

Physical Demands

• Sedentary Work: Occasionally involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Frequent travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands

• Strategic Thinking: High level of concentration required to develop and implement sales strategies.
• Decision Making: Ability to make quick, informed decisions based on data and market conditions.
• Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Attention to Detail: High level of accuracy needed for managing client sales presentations, reports and communications.
• Problem-Solving: Continuous need to identify and resolve issues that may impact sales performance.
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management: Ability to handle high-pressure situations calmly and effectively, especially when dealing with client concerns.

Communication Demands

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes.
• Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Presentation Skills: Proficiency in presenting sales strategies and performance reports to executive leadership and stakeholders.

Environmental Conditions
Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.

Disclaimer
This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position.

This document does not create an employment contract, implied or otherwise. Employment remains "at will”.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
• No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting .

About Us

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution” headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting (url removed) .

Position Summary

The Business Sales Consultant, PEO is responsible for identifying, developing, and closing new business opportunities for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, human resources support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions. This role develops opportunities through self-generated prospecting, referral sources, broker and channel partner relationships, networking, and strategic market outreach while gaining access to business owners, executives, and other key decision makers within prospective client organizations. The Business Sales Consultant, PEO owns the full sales cycle from initial outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation. This role consults with prospective clients to understand business needs, workforce challenges, current vendor relationships, employment-related risk, cost considerations, and service expectations, then positions the company's PEO solution as a comprehensive employment and HR outsourcing model. The Business Sales Consultant, PEO is also responsible for maintaining an accurate sales pipeline and forecast, documenting activity in the CRM, completing required sales and client service agreement documentation, and achieving monthly, quarterly, and annual sales goals assigned by sales leadership.

Essential Duties and Responsibilities

• Proactively generate new business opportunities within the designated territory for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, HR support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions.
• Build and maintain strong referral relationships with brokers, channel partners, centers of influence, and other strategic business partners to generate qualified PEO sales opportunities.
• Execute targeted prospecting strategies, including cold calling, networking, email outreach, social selling, market research, and partner referrals to access business owners, executives, and other key decision makers.
• Conduct discovery meetings with prospective clients to understand business needs, workforce challenges, current employment practices, payroll and HR processes, benefits structure, workers' compensation exposure, vendor relationships, decision criteria, and service expectations.
• Present PEO solutions that align with prospective client needs, including co-employment model, service structure, payroll administration, HR support, employee benefits, workers' compensation, risk management, compliance resources, pricing, and implementation expectations.
• Prepare proposals, executive summaries, pricing options, service recommendations, and client presentations that clearly communicate the value of the company's PEO solution and total workforce management model.
• Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related PEO service considerations in partnership with sales leadership and internal stakeholders.
• Own and manage the full PEO sales cycle from lead generation through close, including coordinating internal resources required to support solution design, underwriting review, pricing, client onboarding, and implementation transition.
• Partner with implementation, payroll, benefits, HR, compliance, risk management, workers' compensation, operations, and service teams to ensure a smooth transition from signed client service agreement to client implementation.
• Stay informed of PEO industry trends, employment-related compliance developments, workers' compensation and benefits market considerations, competitor offerings, market conditions, and client feedback to identify opportunities and competitive risks.
• Develop lead generation strategies and maintain accurate, timely documentation of sales activities, pipeline status, forecasted revenue, client communications, decision-maker engagement, and next steps in Salesforce or other CRM systems.
• Consistently meet or exceed assigned monthly, quarterly, and annual PEO sales goals, activity expectations, new business targets, and other performance metrics established by sales leadership.
• Complete and submit accurate new business paperwork, client service agreement documentation, underwriting information, expense reports, and weekly activity reports by established deadlines.
• Provides sales support and operational continuity during the absence of the Regional Sales Manager (RSM), helping to ensure day-to-day sales activities and customer engagement efforts remain on track.
• Assists less tenured sales representatives, including freshman and sophomore sellers, by providing guidance on sales processes, product offerings, prospecting strategies, and customer relationship management in accordance with company standards and established sales practices.
• Serves as a resource for sales team members by helping facilitate deal progression, addressing process-related questions, and supporting adherence to sales procedures when the RSM is unavailable.
• Participate in the recruitment process for prospective sales team members by assisting with candidate interviews, providing input regarding qualifications, and sharing feedback with hiring managers in support of staffing decisions.
• Collaborate with sales leadership to support onboarding, training, and development initiatives designed to enhance the effectiveness and productivity of new sales representatives.
• Acts as a mentor and subject matter resource for assigned sales personnel, promoting best practices, knowledge sharing, and professional development across the sales team.
• Frequent domestic travel will be required to attend team onsite meetings, prospective client visits, customer events, broker and channel partner meetings, industry conferences, and training sessions. This may include air travel, ground transportation, and in some cases potential public transportation.

Marginal Functions

• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Knowledge, Skills, and Abilities

• Proactive and highly motivated individual with a strong focus on achieving new business goals.
• Demonstrated ability to drive revenue growth and exceed sales targets.
• Exceptional negotiation and closing skills with the ability to influence key stakeholders.
• Understanding and consistent execution of sales methodologies, strategies, and best practices.
• Knowledge of Customer Relationship Management (CRM) systems and tools.
• In-depth understanding of the company's products or services.
• Excellent verbal and written communication skills for effective collaboration and presentations.
• Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment.
• Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities.
• Ability to represent and display a professional style, pride and adhere to corporate policies and procedures.
• Perform with sound business ethics and a high standard of performance while pursuing established goals
• Uphold the highest standards of confidentiality and privacy in all aspects of the role.
• Flexibility to adjust strategies based on market changes and business needs.
• Strong ability to work cross functionally with other departments.
• Commitment to understanding and meeting customer needs.

Education & Experience

• High School Diploma or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• More than two (2) years of PEO sales experience required within a results-driven environment. Experience managing a sales pipeline, prospecting for new business, conducting client presentations, and meeting assigned sales goals preferred.
• Prior sales experience with payroll, HCM HR technology, or benefits preferred.
• Previous experience and proficiency with CRM tools (Salesforce or similar) preferred.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.

Required Licenses and/or Certifications

• This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.

Physical, Mental, & Communication Demands

Physical Demands

• Sedentary Work: Occasionally involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Frequent travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands

• Strategic Thinking: High level of concentration required to develop and implement sales strategies.
• Decision Making: Ability to make quick, informed decisions based on data and market conditions.
• Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Attention to Detail: High level of accuracy needed for managing client sales presentations, reports and communications.
• Problem-Solving: Continuous need to identify and resolve issues that may impact sales performance.
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management: Ability to handle high-pressure situations calmly and effectively, especially when dealing with client concerns.

Communication Demands

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes.
• Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Presentation Skills: Proficiency in presenting sales strategies and performance reports to executive leadership and stakeholders.

Environmental Conditions
Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.

Disclaimer
This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position.

This document does not create an employment contract, implied or otherwise. Employment remains "at will”.

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
• No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits,

About Us

Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees. Find out more by visiting (url removed) .

Position Summary

The Business Sales Consultant, PEO is responsible for identifying, developing, and closing new business opportunities for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, human resources support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions. This role develops opportunities through self-generated prospecting, referral sources, broker and channel partner relationships, networking, and strategic market outreach while gaining access to business owners, executives, and other key decision makers within prospective client organizations. The Business Sales Consultant, PEO owns the full sales cycle from initial outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation. This role consults with prospective clients to understand business needs, workforce challenges, current vendor relationships, employment-related risk, cost considerations, and service expectations, then positions the company's PEO solution as a comprehensive employment and HR outsourcing model. The Business Sales Consultant, PEO is also responsible for maintaining an accurate sales pipeline and forecast, documenting activity in the CRM, completing required sales and client service agreement documentation, and achieving monthly, quarterly, and annual sales goals assigned by sales leadership.

Essential Duties and Responsibilities

• Proactively generate new business opportunities within the designated territory for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, HR support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions.
• Build and maintain strong referral relationships with brokers, channel partners, centers of influence, and other strategic business partners to generate qualified PEO sales opportunities.
• Execute targeted prospecting strategies, including cold calling, networking, email outreach, social selling, market research, and partner referrals to access business owners, executives, and other key decision makers.
• Conduct discovery meetings with prospective clients to understand business needs, workforce challenges, current employment practices, payroll and HR processes, benefits structure, workers' compensation exposure, vendor relationships, decision criteria, and service expectations.
• Present PEO solutions that align with prospective client needs, including co-employment model, service structure, payroll administration, HR support, employee benefits, workers' compensation, risk management, compliance resources, pricing, and implementation expectations.
• Prepare proposals, executive summaries, pricing options, service recommendations, and client presentations that clearly communicate the value of the company's PEO solution and total workforce management model.
• Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related PEO service considerations in partnership with sales leadership and internal stakeholders.
• Own and manage the full PEO sales cycle from lead generation through close, including coordinating internal resources required to support solution design, underwriting review, pricing, client onboarding, and implementation transition.
• Partner with implementation, payroll, benefits, HR, compliance, risk management, workers' compensation, operations, and service teams to ensure a smooth transition from signed client service agreement to client implementation.
• Stay informed of PEO industry trends, employment-related compliance developments, workers' compensation and benefits market considerations, competitor offerings, market conditions, and client feedback to identify opportunities and competitive risks.
• Develop lead generation strategies and maintain accurate, timely documentation of sales activities, pipeline status, forecasted revenue, client communications, decision-maker engagement, and next steps in Salesforce or other CRM systems.
• Consistently meet or exceed assigned monthly, quarterly, and annual PEO sales goals, activity expectations, new business targets, and other performance metrics established by sales leadership.
• Complete and submit accurate new business paperwork, client service agreement documentation, underwriting information, expense reports, and weekly activity reports by established deadlines.
• Provides sales support and operational continuity during the absence of the Regional Sales Manager (RSM), helping to ensure day-to-day sales activities and customer engagement efforts remain on track.
• Assists less tenured sales representatives, including freshman and sophomore sellers, by providing guidance on sales processes, product offerings, prospecting strategies, and customer relationship management in accordance with company standards and established sales practices.
• Serves as a resource for sales team members by helping facilitate deal progression, addressing process-related questions, and supporting adherence to sales procedures when the RSM is unavailable.
• Participate in the recruitment process for prospective sales team members by assisting with candidate interviews, providing input regarding qualifications, and sharing feedback with hiring managers in support of staffing decisions.
• Collaborate with sales leadership to support onboarding, training, and development initiatives designed to enhance the effectiveness and productivity of new sales representatives.
• Acts as a mentor and subject matter resource for assigned sales personnel, promoting best practices, knowledge sharing, and professional development across the sales team.
• Frequent domestic travel will be required to attend team onsite meetings, prospective client visits, customer events, broker and channel partner meetings, industry conferences, and training sessions. This may include air travel, ground transportation, and in some cases potential public transportation.

Marginal Functions

• Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
• Attend webinars and training to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Knowledge, Skills, and Abilities

• Proactive and highly motivated individual with a strong focus on achieving new business goals.
• Demonstrated ability to drive revenue growth and exceed sales targets.
• Exceptional negotiation and closing skills with the ability to influence key stakeholders.
• Understanding and consistent execution of sales methodologies, strategies, and best practices.
• Knowledge of Customer Relationship Management (CRM) systems and tools.
• In-depth understanding of the company's products or services.
• Excellent verbal and written communication skills for effective collaboration and presentations.
• Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment.
• Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities.
• Ability to represent and display a professional style, pride and adhere to corporate policies and procedures.
• Perform with sound business ethics and a high standard of performance while pursuing established goals
• Uphold the highest standards of confidentiality and privacy in all aspects of the role.
• Flexibility to adjust strategies based on market changes and business needs.
• Strong ability to work cross functionally with other departments.
• Commitment to understanding and meeting customer needs.

Education & Experience

• High School Diploma or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred.
• More than two (2) years of PEO sales experience required within a results-driven environment. Experience managing a sales pipeline, prospecting for new business, conducting client presentations, and meeting assigned sales goals preferred.
• Prior sales experience with payroll, HCM HR technology, or benefits preferred.
• Previous experience and proficiency with CRM tools (Salesforce or similar) preferred.
• Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.

Required Licenses and/or Certifications

• This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.

Physical, Mental, & Communication Demands

Physical Demands

• Sedentary Work: Occasionally involves sitting for extended periods, often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment.
• Mobility: Frequent travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands

• Strategic Thinking: High level of concentration required to develop and implement sales strategies.
• Decision Making: Ability to make quick, informed decisions based on data and market conditions.
• Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Attention to Detail: High level of accuracy needed for managing client sales presentations, reports and communications.
• Problem-Solving: Continuous need to identify and resolve issues that may impact sales performance.
• Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management: Ability to handle high-pressure situations calmly and effectively, especially when dealing with client concerns.

Communication Demands

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors.
• Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
• Written Communication: Prepare clear and concise documentation, including emails and notes.
• Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers.
• Presentation Skills: Proficiency in presenting sales strategies and performance reports to executive leadership and stakeholders.

Environmental Conditions
Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.

Disclaimer
This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position.

This document does not create an employment contract, implied or otherwise. Employment remains "at will .

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
• No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting .