Business Sales Consultant - Orange County, CA

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd. The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region. The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.