Channel Business Consultant - CA

Business Consultant

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 the 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 the 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 managing 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 (including other relevant non-traditional degree programs, certifications, or job training programs) 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, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed.
• This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.

Physical, Mental, & Communication Demands:

• Physical Demands: Sedentary Work: Primarily involves sitting for extended periods, often at a desk or computer. Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment. Mobility: Ability to travel occasionally for meetings, events and partner visits. Occasional walking or traversing throughout the office to meet with leaders and other employees. Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials. Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.
• Mental Demands: Attention to Detail: High level strategic thinking combined with attention to operational detail. Problem-Solving: Strong problem-solving skills with a focus on scalability and efficiency. Multitasking: Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment. Decision-Making: Sound judgement and decision-making in ambiguous or complex situations. Adaptability: Ability to adapt to changing market conditions and partner needs. Stress Management: Resilience under pressure and adaptability to shifting business needs.
• Communication Demands: Interpersonal Skills: Ability to build and maintain strong relationships and communicate effectively with employees, managers, clients and external vendors. Negotiation: Skilled in negotiation, conflict resolution, and influencing without authority. Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity. Verbal and Written Communication: Exceptional verbal and written communication skills for executive-level reporting, cross functional coordination, and team leadership. Ability to clearly articulate strategy, goals, and expectations across diverse teams. Presentation Skills: Ability to present to internal stakeholders, external partners, and senior leadership.

Environmental Conditions: Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.

Disclaimer: This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise. Employment remains "at will".

This position is eligible for the following 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 pet insurance.