HCM Sales Consultant

CBIZ, Inc.

$80K — $95K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of full-suite HCM and payroll sales experience in B2B environments
  • Experience working with mid-market organizations (50-500 employees)
  • Demonstrated track record of prospecting and achieving sales quotas
  • Strong self-starting mindset and ability to perform under pressure
  • Established professional network for potential client engagement
  • Bachelor's Degree in a relevant field
  • High School Diploma or GED for minimum eligibility

Responsibilities

  • Proactively generate new B2B business through various outreach methods
  • Achieve annual new revenue targets via consultative sales
  • Act as a 'door opener' to displace legacy providers and win new clients
  • Manage the complete sales cycle from discovery to closing deals
  • Use CRM systems to track sales activities and prospect interactions
  • Analyze won and lost opportunities to refine sales strategies
  • Partner with internal teams to ensure smooth client onboarding
  • Identify opportunities for cross-selling additional service lines
  • Provide market insights and feedback to leadership
  • Engage in personal development through goal setting and performance planning

Benefits

  • Remote work flexibility (#LI-Remote)
  • Opportunity for professional growth and development
  • Supportive internal teams for client onboarding
  • Involvement in strategy refinement through market insights
  • Engagement with a diverse client base
Full Job Description
Job Description

#LI-EL1 #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


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