HR Solutions Sales Consultant

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Mid level
Consulting • Financial Services
The Role
Drive net-new B2B revenue for HR Solutions by prospecting, managing full sales cycle, conducting consultative needs analyses, positioning HCM/payroll offerings, collaborating with SMEs, managing CRM pipeline, and supporting onboarding and cross-sell opportunities.
Summary Generated by Built In

#LI-EL1 #LI-Remote

Responsibilities

About the Role

We are seeking a highly motivated Business Development Executive to drive new revenue growth for our HR Solutions division. This individual will focus on bringing in net-new clients, expanding our footprint in the HCA and payroll services market, and positioning our team as a consultative partner to organizations seeking modern HR solutions. If you are energized by prospecting, uncovering business challenges, and delivering value-driven HR and payroll solutions this role is for you.

Essential Functions and Primary Duties

New Business Generation

  • Proactively identify, target, and generate new B2B opportunities through cold calling, networking, referrals, events, and digital outreach. 
  • Drive high-volume prospecting activity to build a strong and sustainable pipeline. 
  • Position our HR Solutions team as a trusted partner capable of displacing legacy HCA providers.
  • Consultative Sales & Full-Cycle Management

Consultative Sales and Full-Cycle Management 

  • Lead the full sales cycle from initial outreach to close, including discovery, solution alignment, presentations, proposals, and contract negotiation. 
  • Conduct consultative needs analyses to understand organizational challenges related to HR, payroll, compliance, and workforce management. 
  • Collaborate with internal SMEs to tailor solutions and deliver compelling business cases to prospects.

Market Strategy & Insights

  • Maintain deep knowledge of HCM/payroll technology, HR consulting services, and competitor offerings. 
  • Track market trends and provide leadership with insights on prospect feedback, competitive shifts, and emerging opportunities. 
  • Document and analyze won/lost opportunities to refine strategy and forecasting.

Cross-Functional Collaboration
 

  • Work closely with implementation and client service teams to ensure a seamless onboarding experience for new clients. 
  • Identify and support cross-sell opportunities across additional business units.

Pipeline & Activity Management
 

  • Manage all activities, opportunities, and communications through our CRM, ensuring accurate forecasting and reporting. 
  • Maintain disciplined follow-up and documentation to drive pipeline velocity and transparency.

Professional Development

  • Participate in annual goal setting, performance planning, and continuous skill development. 
    Maintain a strong presence at relevant industry conferences, events, and networking opportunities.

Preferred Qualifications

  • 3+ years of successful outside B2B sales experience in HCM, payroll, HR consulting, PEO, or related SaaS/HR technology solutions. 
  • Proven ability to open doors, win net-new logos, and consistently achieve revenue targets. 
  • Experience selling into small to mid-market organizations (50–500 employees) preferred. 
  • Strong consultative selling skills with the ability to articulate value, ROI, and strategic HR impact. 
  • Highly self-motivated, persistent, and comfortable with high-volume outreach. 
  • Existing network of HR, finance, or business leaders a plus. 
  • Bachelor’s Degree preferred.
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
About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Skills Required

  • High School Diploma or GED equivalent
  • Must obtain required licenses/credentials
  • Some relevant industry experience
  • Superior verbal, written, presentation, and negotiation skills
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
  • 3+ years outside B2B sales in HCM, payroll, HR consulting, PEO, or related SaaS/HR technology solutions
  • Proven ability to open doors, win net-new logos, and consistently achieve revenue targets
  • Experience selling into small to mid-market organizations (50-500 employees)
  • Strong consultative selling skills and ability to articulate value and ROI
  • Existing network of HR, finance, or business leaders
  • Bachelor's Degree
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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