HCM Sales Consultant

CBIZ, Inc.

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

Qualifications

  • 3+ years in HCM and payroll sales, particularly outside B2B sales
  • Experience with mid-market organizations (50-500 employees)
  • Track record of successfully prospecting and closing new business
  • Strong networking abilities and established connections
  • Bachelor's degree required; relevant licenses/credentials a plus
  • Excellent communication skills, both verbal and written
  • Proficient with technology relevant to sales processes

Responsibilities

  • Proactively prospect new B2B business via cold calls, networking, and digital strategies
  • Achieve annual revenue targets through consultative sales
  • Act as a 'door opener' to replace legacy providers and secure new clients
  • Manage full sales cycle from discovery to closing
  • Track sales activities and manage interactions using CRM systems
  • Analyze sales outcomes to refine strategy and forecasting
  • Collaborate with implementation and service teams to ensure smooth client onboarding
  • Identify opportunities for cross-selling additional services
  • Provide insights on market trends and client needs to leadership
  • Engage in personal development planning through goal-setting

Benefits

  • Work remotely with flexible conditions
  • Opportunity for personal and professional development
  • Collaborative work environment with strong team support
  • Engagement with influential mid-market clients
  • Access to tools and technology that support sales success
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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