Account Executive -PEO /HCM

Business Consultant – Position Summary The Business Consultant is responsible for identifying and cultivating new business opportunities through networking, channel partners and self‑generated opportunities. This role involves executing aggressive prospecting strategies to gain access to key decision makers within a prospective client’s organization. The Business Consultant maintains ownership of the entire sales cycle, including post‑sale and implementation processes. Additionally, this role negotiates pricing and scope of service with prospective clients, completes required sales paperwork, and finalizes the terms of the client service agreement. The Business Consultant is also responsible for maintaining an accurate sales pipeline and forecast, and achieving monthly, quarterly, and annual sales goals as assigned by the sales leadership team. Essential Duties And Responsibilities Proactively generate new business opportunities within the designated territory Continuously expand knowledge of industry trends, new products, services and Broker practices Conduct thorough analysis, planning, and implementation of products and services tailored to meet client needs Stay informed about competitors’ initiatives and analyze potential competitive threats Ensure accuracy, timeliness, and efficiency of all services provided to assigned clients Schedule and conduct regular meetings with clients to address questions and concerns during the implementation phase Collect and analyze data to provide strategic guidance on products, services, marketing, sales and other business areas Prepare concise and impactful executive summaries for client presentations Develop lead generation strategies and effectively use CRM (Salesforce) to track activities Consistently meet or exceed monthly and quarterly sales quotas Complete and submit accurate new business paperwork, expense reports and weekly activity reports by the deadlines set by management Participate in monthly consulting meetings and provide training and coaching to other team members Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients Attend webinars and training to stay up to date on best practices related to the company and department Complete projects and other duties as assigned by supervisor Knowledge, Skills, And Abilities Proactive and highly motivated individual with a strong focus on achieving new business goals Demonstrated ability to drive revenue growth and exceed sales targets Exceptional negotiation and closing skills with the ability to influence key stakeholders Understanding and consistent execution of sales methodologies, strategies, and best practices Knowledge of Customer Relationship Management (CRM) systems and tools In‑depth understanding of the company’s products or services Excellent verbal and written communication skills for effective collaboration and presentations Efficiently manage time to balance multiple clients and tasks, while staying organized in a dynamic work environment Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities Ability to represent and display a professional style, pride and adhere to corporate policies and procedures Perform with sound business ethics and a high standard of performance while pursuing established goals Uphold the highest standards of confidentiality and privacy in all aspects of the role Flexibility to adjust strategies based on market changes and business needs Strong ability to work cross‑functionally with other departments Commitment to understanding and meeting customer needs Education & Experience High School Diploma or equivalent; combination of experience, skills, education preferred At least two years’ sales experience preferred Previous experience and proficiency with CRM tools (Salesforce or similar) preferred Proficiency with Microsoft Office software (Outlook, Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed Valid, non‑restrictive driver’s license required for regular travel to client sites and company locations Required Licenses and Certifications None Physical, Mental, & Communication Demands Physical Demands Sedentary work – primarily sits for extended periods at a desk or computer Manual dexterity – frequent use of hands and fingers to operate keyboard, mouse, and other office equipment Mobility – ability to travel occasionally for meetings, events and partner visits; occasional walking within office Visual acuity – ability to read and analyze data on a computer screen and printed materials Lifting & carrying – minimal physical lifting required, may handle documents and light office supplies Mental Demands Attention to detail – high level strategic thinking combined with operational detail Problem solving – strong skills with focus on scalability and efficiency Multitasking – manage multiple priorities and deadlines in fast‑paced, dynamic environment Decision making – sound judgment in ambiguous or complex situations Adaptability – adapt to changing market conditions and partner needs Stress management – resilience under pressure and adaptability to shifting business needs Communication Demands Interpersonal skills – build and maintain strong relationships with employees, managers, clients and vendors Negotiation – skilled in negotiation, conflict resolution, and influencing without authority Cultural sensitivity – communicate with individuals from diverse cultural backgrounds Verbal and written communication – exceptional skills for executive‑level reporting, cross‑functional coordination, and team leadership Presentation skills – present to internal stakeholders, external partners and senior leadership 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 provided 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 property insurance #J-18808-Ljbffr Namely