Business Sales Consultant, PEO - Salt Lake City, FL

Multiple Locations·Posted 2d ago
ai
About Us • Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing HR/HCM technology, managed services, and global business process outsourcing (BPO). • We and our 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 businesses streamline and grow with custom strategies that benefit employers and employees. • Visit www.vensure.com for more information. Position Summary • Title: Business Sales Consultant, PEO • Responsible for identifying, developing, and closing new business opportunities for Professional Employer Organization (PEO) solutions (co-employment, payroll administration, HR support, employee benefits, workers’ compensation, risk management, compliance support, and related workforce solutions). • Develop opportunities through prospecting, referrals, broker and channel partner relationships, networking, and strategic outreach to business owners, executives, and other decision makers. • Own the full sales cycle from outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation. • Consult with prospective clients to understand needs, workforce challenges, vendor relationships, employment-related risk, costs, and service expectations, then position the company’s PEO solution. • Maintain accurate sales pipeline and forecast, document activity in CRM, complete sales and client service agreement documentation, and achieve assigned sales goals. Essential Duties and Responsibilities • Proactively generate new business opportunities within the designated territory for PEO solutions (co-employment, payroll administration, HR support, employee benefits, workers’ compensation, risk management, compliance support, and related workforce solutions). • Build and maintain referral relationships with brokers, channel partners, centers of influence, and other strategic partners to generate qualified PEO sales opportunities. • Execute targeted prospecting strategies: cold calling, networking, email outreach, social selling, market research, and partner referrals. • Access and engage business owners, executives, and other key decision makers. • Conduct discovery meetings to understand business needs, workforce challenges, employment practices, payroll and HR processes, benefits structure, workers’ compensation exposure, vendor relationships, decision criteria, and service expectations. • Present PEO solutions aligned to client needs (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 to communicate the value of the PEO solution and total workforce management model. • Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related PEO service considerations with sales leadership and internal stakeholders. • Own and manage the full PEO sales cycle from lead generation through close, coordinating internal resources for 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 agreement to implementation. • Stay informed of PEO industry trends, employment-related compliance developments, workers’ compensation and benefits market considerations, competitor offerings, market conditions, and client feedback. • Develop lead generation strategies and maintain accurate 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 monthly, quarterly, and annual PEO sales goals, activity expectations, new business targets, and other performance metrics. • Complete and submit accurate new business paperwork, client service agreement documentation, underwriting information, expense reports, and weekly activity reports by established deadlines. • Provide sales support and operational continuity during the absence of the Regional Sales Manager (RSM) to ensure day-to-day sales activities and customer engagement remain on track. • Assist less tenured sales representatives by providing guidance on sales processes, product offerings, prospecting strategies, and customer relationship management. • Serve as a resource for sales team members to facilitate deal progression, address process-related questions, and support adherence to sales procedures when the RSM is unavailable. • Participate in recruitment by assisting with interviews, providing input on qualifications, and sharing feedback with hiring managers. • Collaborate with sales leadership to support onboarding, training, and development initiatives for new sales representatives. • Act as a mentor and subject matter resource for assigned sales personnel, promoting best practices, knowledge sharing, and professional development. • Frequent domestic travel required for onsite meetings, client visits, customer events, broker and channel partner meetings, industry conferences, and training sessions (may include air travel, ground transportation, and public transportation). Marginal Functions • Build, maintain and promote relationships with team members and peers across disciplines to ensure 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 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 CRM systems and tools. • In-depth understanding of the company’s products or services. • Excellent verbal and written communication skills for collaboration and presentations. • Strong time management and organizational skills to balance multiple clients and tasks. • Analytical ability to define problems, collect and interpret data, establish facts, and draw valid conclusions. • Professional appearance and adherence to corporate policies and procedures. • High standard of business ethics and performance while pursuing established goals. • Strict confidentiality and privacy practices. • Flexibility to adjust strategies based on market changes and business needs. • Strong cross-functional collaboration skills. • Commitment to understanding and meeting customer needs. Education & Experience • High School Diploma or equivalent combination of experience, skills, education (including 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 (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and ability to learn other applications as needed. Required Licenses and/or Certifications • Valid, non-restrictive driver’s license required due to regular travel to client sites and company locations. Physical, Mental, & Communication Demands • Physical Demands: Sedentary work; occasional extended sitting at a desk or computer; frequent use of hands/fingers for keyboard and mouse; frequent travel; occasional walking within offices or offsite; visual acuity to read and analyze data on screens and printed materials; minimal lifting (documents, light office supplies). • Mental Demands: High concentration for strategic thinking; quick, informed decision making; presentation and training delivery; high attention to detail; problem-solving; multitasking under tight deadlines; stress management in high-pressure situations. • Communication Demands: Strong interpersonal skills to build relationships and communicate with employees, managers, clients, and vendors; cultural sensitivity when communicating with diverse backgrounds; clear written communication for documentation; presentation skills for executive leadership and stakeholders. Environmental Conditions • Primarily indoor office environment with occasional moderate noise (copiers, printers, coworkers). • May work in client offices, industry conferences, customer events, and training sessions; adapt to different settings and conditions regularly. • May involve extended sitting during travel and meetings, as well as standing and walking during client visits and events. Disclaimer • This job description does not state or imply that these are the only duties to be performed. Employees will follow other job-related instructions and perform other duties requested by management. • Management may add, revise, or delete information in this job description. • Reasonable accommodation will be made to enable qualified individuals with disabilities to perform essential functions. • This document does not create an employment contract. Employment remains "at will." 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 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. Additional Note • No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting. #SolvoGlobal #LI-PROMOTED #LI-Onsite