HCM Sales Consultant

CBIZ

• $80K — $95K *
Boca Raton, FL 33433In-Person
Business Services
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3+ years of outside B2B sales experience, particularly in HCM and payroll
  • Experience targeting mid-market organizations (50-500 employees)
  • Demonstrated success in prospecting and achieving sales quotas
  • Strong communication skills for presenting and negotiating
  • Established professional network within the industry
  • High School Diploma or GED; Bachelor's Degree preferred
  • Ability to adapt to technology and travel as needed

Responsibilities

  • Proactively generate new B2B business via various outreach methods.
  • Achieve annual revenue goals through consultative sales.
  • Act as a 'door opener' to replace legacy providers and secure new clients.
  • Manage the entire sales cycle from discovery to closing.
  • Track sales activities and opportunities in CRM tools.
  • Analyze sales outcomes to refine strategy and forecasting.
  • Collaborate with internal teams for smooth client onboarding.
  • Identify cross-selling opportunities across services.
  • Provide market insights to leadership on trends and competition.
  • Engage in personal development through goal setting.

Benefits

  • Remote work flexibility
  • Opportunities for annual goal setting and performance planning
  • Career growth through professional development initiatives
  • Supportive internal collaboration with implementation and client service teams
Full Job Description
Job Description

#LI-MV1 #LI-Remote

Responsibilities

Essential Functions and Primary Duties

  • 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.


Preferred Qualifications

  • 3+ years of full-suite HCM and payroll sales experience (Outside B2B sales)
  • Experience selling to mid-market organizations (50-500 employees)
  • 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


Qualifications

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


* Ladders Estimates

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