Premier Financial Sales Support Specialist

ExtensisHR•Woodbridge Township, NJ

4d•$100,000 - $125,000

About The Position

The Premier Financial Sales Support Specialist serves as ExtensisHR's subject matter expert for the Premier Financial vertical, supporting Broker Sales Managers, Sales Managers, Service, Operations, Implementation, and Product teams with deep expertise in hedge funds, family offices, private equity firms, venture capital firms, registered investment advisors, and other investment organizations. This is not a quota-carrying sales role. Instead, the Premier Financial Sales Support Specialist partners with revenue and operational teams to identify, qualify, position, win, onboard, and support Premier Financial clients. The role provides industry expertise, executive credibility, and market insight throughout the client lifecycle while helping internal teams understand the unique expectations, operating models, service requirements, and business challenges of sophisticated financial organizations. The ideal candidate combines industry knowledge, executive presence, strong business acumen, and preferably PEO experience to help ExtensisHR grow and successfully serve one of its most strategic market segments.

Requirements

5+ years of experience serving, consulting for, or selling into financial services organizations.
Demonstrated understanding of hedge funds, family offices, private equity firms, venture capital firms, and investment management organizations.
Strong executive presence with the ability to communicate effectively with senior business leaders.
Exceptional presentation, communication, and relationship management skills.
Ability to operate independently while influencing cross-functional teams.
Strong business acumen and ability to translate industry requirements into practical business solutions.

Nice To Haves

PEO, HCM, HR technology, benefits, payroll, or workforce management experience.
Experience supporting a consultative sales organization.
Existing network or relationships within the financial services community.
Experience working with highly sophisticated and relationship-driven clients.
Familiarity with the workforce, compensation, benefits, compliance, and talent challenges unique to investment organizations.

Responsibilities

Partner with Broker Sales Managers and Sales Managers to identify, qualify, and pursue Premier Financial opportunities.
Participate in prospect meetings, discovery sessions, executive presentations, and strategic sales opportunities.
Help sales teams assess client fit and identify opportunities where the ExtensisHR model aligns with Premier Financial organizations.
Serve as the primary subject matter expert during the sales process, providing industry-specific insights and guidance.
Assist with proposal strategy, positioning, competitive differentiation, and executive-level presentations.
Build credibility with senior decision makers including Managing Partners, Principals, CEOs, COOs, CFOs, CHROs, and Heads of Operations.
Support key broker and referral relationships by providing specialized vertical expertise when needed.
Maintain deep knowledge of the hedge fund, private equity, venture capital, family office, and investment management landscape.
Understand the organizational structures, compensation practices, compliance considerations, recruiting strategies, and operating models commonly found within investment organizations.
Monitor industry trends and emerging workforce challenges affecting Premier Financial firms.
Provide market intelligence and recommendations that strengthen ExtensisHR’s Premier Financial strategy and positioning.
Support Product and Marketing teams in developing messaging, collateral, thought leadership, and go-to-market initiatives for the vertical.
Serve as the internal authority on the operational expectations and service requirements of Premier Financial organizations.
Educate Service, Payroll, Benefits, HR, and Implementation teams on the unique needs of investment-based businesses.
Help internal teams understand the culture, pace, expectations, and service standards common within hedge funds, family offices, PE firms, VC firms, and investment advisory organizations.
Provide guidance on complex client situations and help service teams proactively address challenges.
Support onboarding and implementation activities for strategic Premier Financial clients.
Ensure commitments made during the sales cycle align with operational capabilities and service delivery expectations.
Act as a bridge between Sales, Service, Operations, and Product teams to drive a seamless client experience.
Identify recurring client feedback, service gaps, and operational improvement opportunities within the Premier Financial segment.
Develop and maintain Premier Financial sales playbooks and best practices.
Deliver training and coaching to Broker Sales Managers, Sales Managers, and operational teams.
Create educational content that improves organizational understanding of the Premier Financial market.
Help establish consistent standards for supporting and servicing Premier Financial clients.
Serve as a trusted internal resource for questions related to the vertical, client expectations, and market dynamics.
Effectively use and understand artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance.
Maintain awareness of emerging AI applications relevant to their responsibilities.
Apply AI tools ethically and effectively.
Continuously develop their AI proficiency.