HCM Sales Consultant

CBIZRoanoke, KS
Remote

About The Position

This role focuses on proactively prospecting and generating new B2B business through various channels including cold calling, networking, field outreach, and digital engagement. The primary goal is to achieve annual new revenue targets by selling to new clients and displacing legacy providers. The consultant will manage the entire sales cycle, from discovery to closing, and maintain detailed records in CRM systems. Collaboration with internal teams for client onboarding and identifying cross-selling opportunities are also key aspects of the position. The role requires providing market insights to leadership and engaging in personal development.

Requirements

  • 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

Nice To Haves

  • 3+ years of full-suite HCM and payroll sales experience (Outside B2B sales)
  • Proven track record of prospecting new logos, quota attainment, and sales success
  • Positive, persistent, and self-starting mindset with the ability to thrive under pressure
  • Established network
  • Bachelor's Degree

Responsibilities

  • Proactively prospect and generate new B2B business through cold calling, networking, field outreach, and digital engagement.
  • Achieve annual new revenue targets through consultative sales to new clients.
  • Act as a high-activity “door opener,” focused on displacing legacy providers and winning net-new logos.
  • Manage the full sales cycle including discovery, solution development, proposal presentation, contract negotiation, and closing.
  • Track and manage all sales activities, opportunities, and prospect interactions within CRM systems.
  • Document and analyze won and lost opportunities to improve sales strategy and forecasting.
  • Partner with internal implementation and client service teams to ensure a seamless onboarding experience for new clients.
  • Identify and support cross-selling opportunities across additional service lines.
  • Provide leadership with insights on market trends, competitive activity, and client needs.
  • Contribute to personal and professional development through annual goal setting and performance planning.
  • Perform additional responsibilities as assigned.
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