Become the trusted HR outsourcing partner to our Client Engagement Managers (CEMs) — your internal referral network — and to the client teams they serve.
Run a disciplined cadence of book-of-business reviews with CEMs to surface and qualify new harvesting opportunities across the existing client base.
Coach and equip CEMs with the talk tracks, tools, and resources they need to spot opportunities inside their own accounts.
Read the signs and triggers of an HR outsourcing need — rapid headcount growth, new-state expansion, compliance gaps, HR or finance leader turnover, renewals, M&A or financing events — and move on them fast.
Lead strategic conversations with CFOs, owner-operators, and executive teams, translating their challenges into practical HR outsourcing solutions.
Facilitate crisp discovery calls that get to the real pain points, then bring the right internal subject-matter experts (SMEs) so the right people are in the room solving the right problems.
Think like a risk manager — identify each client’s compliance and risk exposures and design solutions that reduce risk and cost while making their lives simpler and easier.
Develop and nurture referral relationships that generate additional harvesting opportunities across the base.
Manage a high volume of concurrent opportunities with speed and precision, keeping pipeline, activity, and forecast accurately tracked in Salesforce.
Partner with the CRO, People Operations, and delivery teams to scope, price, and cleanly hand off won engagements for a seamless client experience.
Other Duties as assigned.
Requirements
Bachelor’s degree, or equivalent professional experience in HR, benefits, or sales.
Minimum 5 years selling HR products and services (PEO, ASO, HRO, benefits, payroll, or related HR outsourcing solutions).
Deep, expert-level knowledge of HR outsourcing and the challenges facing small and mid-sized employers, including solid working knowledge of payroll, benefits, and PEOs.
Gravitas and credibility with CFOs, owner-operators, and executive teams — likeable, trustworthy, and speak their language.
Proven ability to quickly earn the trust of internal referral partners and client teams alike.
Strong consultative, strategic selling skills, with a track record of high-level conversations and discovery that uncovers the real need.
An instinct for small-business problem solving — making clients’ lives simpler while reducing risk and cost — and the ability to think like a risk manager.
High energy and drive, with the discipline to keep a relentless cadence and juggle many accounts and opportunities at once.
Exceptional curiosity and listening skills; reads the signs and triggers of a new harvesting opportunity and acts on them.
Speed, accuracy, and a high attention to service and detail.
Highly organized and self-managing, and thrives working fully remotely.
Strong AI skills, using AI tools to work faster and produce high-quality proposals.
Proficiency with Salesforce (our CRM)
Microsoft Suite
Google Workspace
Experience with sales-engagement and proposal-automation tools.