HCM Business Consultant - Bay Area, CA

Business Sales Consultant, Hcm

About Us Vensure Employer Solutions is the largest privately held organization in the HR technology and service sector, providing a comprehensive portfolio of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO). The company and its service providers collectively serve over 95,000 businesses and process over $135B in annual payroll. As a "One Employer Solution" headquartered in Chandler, Arizona, Vensure helps thousands of businesses streamline and grow their operations with custom strategies that benefit both employers and employees.

Position Summary The Business Sales Consultant, HCM is responsible for identifying, cultivating, and closing new business opportunities for human capital management solutions, including payroll, HR technology, benefits administration, compliance support, and related workforce management services. This role develops opportunities through networking, channel partner relationships, referrals, and self-generated prospecting, while executing targeted strategies to gain access to key decision makers within prospective client organizations. The Business Sales Consultant, HCM maintains ownership of the full sales cycle from initial outreach through proposal, negotiation, close, post-sale transition, and implementation coordination. This role consults with prospective clients to understand business needs, recommends appropriate HCM solutions, negotiates pricing and scope of service, completes required sales documentation, and finalizes the terms of the client service agreement. The Business Sales Consultant, HCM is also responsible for maintaining an accurate sales pipeline and forecast, documenting activity in the CRM, and achieving monthly, quarterly, and annual sales goals assigned by the sales leadership team.

Essential Duties And Responsibilities

• Proactively generate new business opportunities within the designated territory for HCM solutions, including payroll, HR technology, benefits administration, compliance support, and related workforce management services.
• Build and maintain strong referral relationships with brokers, channel partners, centers of influence, and other strategic business partners to generate qualified HCM sales opportunities.
• Execute targeted prospecting strategies, including cold calling, networking, email outreach, social selling, market research, and partner referrals to access key decision makers.
• Conduct discovery meetings with prospective clients to understand business needs, workforce challenges, current payroll and HR processes, vendor relationships, decision criteria, and service expectations.
• Present HCM solutions that align with prospective client needs, including service model, technology capabilities, payroll administration, HR support, benefits administration, compliance resources, pricing, and implementation expectations.
• Prepare proposals, executive summaries, pricing options, service recommendations, and client presentations that clearly communicate the value of the company's HCM solutions.
• Negotiate pricing, scope of services, contract terms, and implementation timelines in partnership with sales leadership and internal stakeholders.
• Own and manage the full sales cycle from lead generation through close, including coordinating internal resources required to support solution design, client onboarding, and implementation transition.
• Partner with implementation, payroll, benefits, HR, compliance, operations, and service teams to ensure a smooth transition from signed agreement to client implementation.
• Stay informed of HCM industry trends, employment-related compliance developments, competitor offerings, market conditions, and client feedback to identify opportunities and competitive risks.
• Develop lead generation strategies and maintain accurate, timely documentation of sales activities, pipeline status, forecasted revenue, client communications, and next steps in Salesforce or other CRM systems.
• Consistently meet or exceed assigned monthly, quarterly, and annual sales goals, activity expectations, and other performance metrics established by sales leadership.
• Complete and submit accurate new business paperwork, client service agreement documentation, expense reports, and weekly activity reports by established deadlines.
• Frequent domestic travel will be required to attend team onsite meetings, prospective client visits, customer events, broker and channel partner meetings, industry conferences, and training sessions. This may include air travel, ground transportation, and in some cases potential public transportation.

Marginal Functions

• 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.
• More than two (2) years of HCM sales experience required within a results-driven environment. Experience managing a sales pipeline, prospecting for new business, conducting client presentations, and meeting assigned sales goals preferred.
• Prior sales experience with payroll, PEO, HR technology, or benefits 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.

Required Licenses And/Or Certifications

• 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