HR Solutions Sales Consultant
Role Overview
We are seeking a highly motivated Business Development Executive to drive new revenue growth for our HR Solutions division. This individual will focus on bringing in net-new clients, expanding our footprint in the HCA and payroll services market, and positioning our team as a consultative partner to organizations seeking modern HR solutions. If you are energized by prospecting, uncovering business challenges, and delivering value-driven HR and payroll solutions this role is for you.
Essential Functions and Primary Duties
New Business Generation
Proactively identify, target, and generate new B2B opportunities through cold calling, networking, referrals, events, and digital outreach.
Drive high-volume prospecting activity to build a strong and sustainable pipeline.
Position our HR Solutions team as a trusted partner capable of displacing legacy HCA providers.
Consultative Sales & Full-Cycle Management
Lead the full sales cycle from initial outreach to close, including discovery, solution alignment, presentations, proposals, and contract negotiation.
Conduct consultative needs analyses to understand organizational challenges related to HR, payroll, compliance, and workforce management.
Collaborate with internal SMEs to tailor solutions and deliver compelling business cases to prospects.
Market Strategy & Insights
Maintain deep knowledge of HCM/payroll technology, HR consulting services, and competitor offerings.
Track market trends and provide leadership with insights on prospect feedback, competitive shifts, and emerging opportunities.
Document and analyze won/lost opportunities to refine strategy and forecasting.
Cross-Functional Collaboration
Work closely with implementation and client service teams to ensure a seamless onboarding experience for new clients.
Identify and support cross-sell opportunities across additional business units.
Pipeline & Activity Management
Manage all activities, opportunities, and communications through our CRM, ensuring accurate forecasting and reporting.
Maintain disciplined follow-up and documentation to drive pipeline velocity and transparency.
Professional Development
Participate in annual goal setting, performance planning, and continuous skill development. Maintain a strong presence at relevant industry conferences, events, and networking opportunities.
Key Skills for This Role
Full Job Posting
Minimum Qualifications
- High School Diploma or GED equivalent
- Some relevant industry experience
- Must obtain required licenses/credentials
- Superior command of verbal, written, presentation, and negotiation skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Must be able to travel based on client and business needs
About the Role
We are seeking a highly motivated Business Development Executive to drive new revenue growth for our HR Solutions division. This individual will focus on bringing in net-new clients, expanding our footprint in the HCA and payroll services market, and positioning our team as a consultative partner to organizations seeking modern HR solutions. If you are energized by prospecting, uncovering business challenges, and delivering value-driven HR and payroll solutions this role is for you.
Essential Functions and Primary Duties
New Business Generation
Proactively identify, target, and generate new B2B opportunities through cold calling, networking, referrals, events, and digital outreach.
Drive high-volume prospecting activity to build a strong and sustainable pipeline.
Position our HR Solutions team as a trusted partner capable of displacing legacy HCA providers.
Consultative Sales & Full-Cycle Management
Lead the full sales cycle from initial outreach to close, including discovery, solution alignment, presentations, proposals, and contract negotiation.
Conduct consultative needs analyses to understand organizational challenges related to HR, payroll, compliance, and workforce management.
Collaborate with internal SMEs to tailor solutions and deliver compelling business cases to prospects.
Market Strategy & Insights
Maintain deep knowledge of HCM/payroll technology, HR consulting services, and competitor offerings.
Track market trends and provide leadership with insights on prospect feedback, competitive shifts, and emerging opportunities.
Document and analyze won/lost opportunities to refine strategy and forecasting.
Cross-Functional Collaboration
Work closely with implementation and client service teams to ensure a seamless onboarding experience for new clients.
Identify and support cross-sell opportunities across additional business units.
Pipeline & Activity Management
Manage all activities, opportunities, and communications through our CRM, ensuring accurate forecasting and reporting.
Maintain disciplined follow-up and documentation to drive pipeline velocity and transparency.
Professional Development
Participate in annual goal setting, performance planning, and continuous skill development. Maintain a strong presence at relevant industry conferences, events, and networking opportunities.
Preferred Qualifications
- 3+ years of successful outside B2B sales experience in HCM, payroll, HR consulting, PEO, or related SaaS/HR technology solutions.
- Proven ability to open doors, win net-new logos, and consistently achieve revenue targets.
- Experience selling into small to mid-market organizations (50–500 employees) preferred.
- Strong consultative selling skills with the ability to articulate value, ROI, and strategic HR impact.
- Highly self-motivated, persistent, and comfortable with high-volume outreach.
- Existing network of HR, finance, or business leaders a plus.
- Bachelor’s Degree preferred.
Responsibilities
- Proactively identify, target, and generate new B2B opportunities through cold calling, networking, referrals, events, and digital outreach.
- Drive high-volume prospecting activity to build a strong and sustainable pipeline.
- Position our HR Solutions team as a trusted partner capable of displacing legacy HCA providers.
- Consultative Sales & Full-Cycle Management
- Lead the full sales cycle from initial outreach to close, including discovery, solution alignment, presentations, proposals, and contract negotiation.
- Conduct consultative needs analyses to understand organizational challenges related to HR, payroll, compliance, and workforce management.
- Collaborate with internal SMEs to tailor solutions and deliver compelling business cases to prospects.
- Maintain deep knowledge of HCM/payroll technology, HR consulting services, and competitor offerings.
- Track market trends and provide leadership with insights on prospect feedback, competitive shifts, and emerging opportunities.
- Document and analyze won/lost opportunities to refine strategy and forecasting.
- Work closely with implementation and client service teams to ensure a seamless onboarding experience for new clients.
- Identify and support cross-sell opportunities across additional business units.
- Manage all activities, opportunities, and communications through our CRM, ensuring accurate forecasting and reporting.
- Maintain disciplined follow-up and documentation to drive pipeline velocity and transparency.
- Participate in annual goal setting, performance planning, and continuous skill development. Maintain a strong presence at relevant industry conferences, events, and networking opportunities.
- 3+ years of successful outside B2B sales experience in HCM, payroll, HR consulting, PEO, or related SaaS/HR technology solutions.
- Proven ability to open doors, win net-new logos, and consistently achieve revenue targets.
- Experience selling into small to mid-market organizations (50–500 employees) preferred.
- Strong consultative selling skills with the ability to articulate value, ROI, and strategic HR impact.
- Highly self-motivated, persistent, and comfortable with high-volume outreach.
- Existing network of HR, finance, or business leaders a plus.
- Bachelor’s Degree preferred.
About CBIZ, Inc.
Provides financial, tax, and business advisory services to organizations.
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