About Us: Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing HR/HCM technology, managed services, and global BPO. The company and its service providers serve over 95,000 businesses and process over $135B in annual payroll. Headquartered in Chandler, Arizona, Vensure helps businesses streamline and grow operations with custom strategies that benefit employers and employees. Visit www.vensure.com.
Position Summary: The Business Sales Consultant, PEO is responsible for identifying, developing, and closing new business opportunities for Professional Employer Organization (PEO) solutions, including co-employment, payroll administration, HR support, employee benefits, workers’ compensation, risk management, compliance support, and related workforce solutions. This role generates opportunities through prospecting, referrals, broker and channel partner relationships, networking, and strategic market outreach to reach business owners and key decision makers. The Consultant owns the full sales cycle from outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation; consults with prospective clients to understand needs, workforce challenges, vendor relationships, risk and cost considerations; positions the PEO solution as a comprehensive employment and HR outsourcing model; maintains accurate sales pipeline and forecast in CRM; completes required documentation; and meets monthly, quarterly, and annual sales goals.
Essential Duties and Responsibilities:
Proactively generate new PEO business opportunities within the designated territory (co-employment, payroll, HR support, benefits, workers’ compensation, risk management, compliance, and related services).
Build and maintain referral relationships with brokers, channel partners, centers of influence, and strategic partners to generate qualified PEO sales opportunities.
Execute targeted prospecting strategies: cold calling, networking, email outreach, social selling, market research, and partner referrals.
Conduct discovery meetings to understand business needs, workforce challenges, employment practices, payroll and HR processes, benefits structure, workers’ compensation exposure, vendor relationships, decision criteria, and service expectations.
Present PEO solutions aligned to client needs (co-employment model, service structure, payroll administration, HR support, benefits, workers’ compensation, risk management, compliance resources, pricing, and implementation expectations).
Prepare proposals, executive summaries, pricing options, service recommendations, and client presentations highlighting the value of the PEO and total workforce management model.
Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related considerations with sales leadership and internal stakeholders.
Own and manage the full PEO sales cycle from lead generation through close, coordinating internal resources for solution design, underwriting review, pricing, onboarding, and implementation transition.
Partner with implementation, payroll, benefits, HR, compliance, risk management, workers’ compensation, operations, and service teams to ensure smooth transition from signed agreement to client implementation.
Stay informed of PEO industry trends, employment compliance developments, workers’ compensation and benefits market considerations, competitor offerings, and market conditions.
Develop lead generation strategies and maintain accurate documentation of sales activity, pipeline status, forecasted revenue, communications, decision-maker engagement, and next steps in Salesforce or other CRM systems.
Consistently meet or exceed assigned monthly, quarterly, and annual PEO sales goals, activity expectations, and new business targets.
Complete and submit accurate new business paperwork, client service agreement documentation, underwriting information, expense reports, and weekly activity reports by established deadlines.
Provide sales support and operational continuity during the Regional Sales Manager (RSM) absence to maintain day-to-day sales activities and customer engagement.
Assist less tenured sales representatives (e.g., entry-level sellers) by providing guidance on sales processes, product offerings, prospecting strategies, and CRM best practices.
Serve as a resource for sales team members to help facilitate deal progression, address process questions, and support adherence to sales procedures when the RSM is unavailable.
Participate in the recruitment process by assisting with candidate interviews, providing input on qualifications, and sharing feedback with hiring managers.
Collaborate with sales leadership on onboarding, training, and development initiatives to improve effectiveness and productivity of new sales representatives.
Act as a mentor and subject matter resource for assigned sales personnel; promote best practices, knowledge sharing, and professional development across the sales team.
Frequent domestic travel required for onsite meetings, client visits, customer events, broker and channel partner meetings, industry conferences, and training sessions (may include air travel, ground transportation, and public transportation).
Marginal Functions:
Build, maintain, and promote relationships with team members and peers across disciplines to ensure effective coordination of communications and services affecting clients.
Attend webinars and training to stay current on company and department best practices.
Complete projects and other duties as assigned by supervisor.
Knowledge, Skills, and Abilities:
Proactive, highly motivated, with strong focus on achieving new business goals.
Demonstrated ability to drive revenue growth and exceed sales targets.
Exceptional negotiation and closing skills with ability to influence key stakeholders.
Understanding and consistent execution of sales methodologies, strategies, and best practices.
Knowledge of CRM systems and tools.
In-depth understanding of the company’s products and services.
Excellent verbal and written communication skills for collaboration and presentations.
Strong time management and organizational skills to balance multiple clients and tasks in a dynamic environment.
Analytical ability to define problems, collect and interpret data, establish facts, and draw valid conclusions.
Professional demeanor and adherence to corporate policies and procedures.
High standards of business ethics, confidentiality, and privacy.
Flexibility to adjust strategies based on market changes and business needs.
Strong cross-functional collaboration skills.
Commitment to understanding and meeting customer needs.
Education & Experience:
High School Diploma or equivalent combination of experience, skills, education (including non-traditional degree programs, certifications, or job training programs) preferred.
More than two (2) years of PEO sales experience required in a results-driven environment; experience managing a sales pipeline, prospecting, presenting to clients, and meeting sales goals preferred.
Prior sales experience with payroll, HCM/HR technology, or benefits preferred.
Experience and proficiency with CRM tools (Salesforce or similar) preferred.
Proficiency with Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn additional applications as needed.
Required Licenses and/or Certifications:
Valid, non-restrictive driver’s license required due to regular travel to client sites and company locations.
Physical, Mental, & Communication Demands:
Physical Demands:
Sedentary work with occasional extended periods sitting at a desk or computer.
Manual dexterity for frequent computer and office equipment use.
Mobility for frequent travel to clients, conferences, and occasional walking in offices or offsite locations.
Visual acuity to read and analyze data on screens and in printed materials (with reasonable accommodation if needed).
Minimal lifting and carrying; may handle documents and light supplies.
Mental Demands:
Strategic thinking requiring high concentration to develop and implement sales strategies.
Decision making based on data and market conditions.
Verbal communication for presentations and training; provide clear instructions to clients, employees, and managers.
Attention to detail for managing presentations, reports, and communications.
Problem-solving to identify and resolve issues affecting sales performance.
Multitasking to manage multiple projects under tight deadlines.
Stress management to handle high-pressure situations calmly and effectively.
Communication Demands:
Interpersonal skills to build relationships and communicate with employees, managers, clients, and vendors.
Cultural sensitivity to communicate with individuals from diverse backgrounds.
Written communication to prepare clear documentation, emails, and notes.
Verbal communication to conduct presentations and training; provide support to clients and teams.
Presentation skills to present sales strategies and performance reports to leadership and stakeholders.
May work in client offices, industry conferences, customer events, and training sessions; adapt to different settings regularly.
Role may involve extended sitting during travel and meetings and standing/walking during client visits and events.
Disclaimer:
This job description does not list all duties; employees may be required to follow other job-related instructions and perform other duties requested by management.
Management may add, revise, or delete information in this job description.
Reasonable accommodation will be made to enable qualified individuals with disabilities to perform essential functions.
This document does not create an employment contract; employment remains at-will.
Benefits:
Health Insurance: Medical, dental, and vision coverage.
Retirement Plan: 401(k) with company match.
Paid Time Off: PTO, holidays, parental leave, and sick leave as required by applicable state law.
Other Benefits: Life insurance, short-term disability, long-term disability, Employee Assistance Program (EAP), flexible spending account (FSA), health savings account (HSA), identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.
Closing: No matter the size of your business, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting.
