Business Consultant - San Francisco, CA

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. Find out more by visiting 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, human resources support, employee benefits, workers' compensation, risk management, compliance support, and related workforce solutions.

This role develops opportunities through self-generated prospecting, referral sources, broker and channel partner relationships, networking, and strategic market outreach while gaining access to business owners, executives, and other key decision-makers within prospective client organizations.

The Business Sales Consultant, PEO owns the full sales cycle from initial outreach and discovery through proposal, pricing, negotiation, close, and transition to implementation. This role consults with prospective clients to understand business needs, workforce challenges, current vendor relationships, employment-related risk, cost considerations, and service expectations, then positions the company's PEO solution as a comprehensive employment and HR outsourcing model.

The Business Sales Consultant, PEO is also responsible for maintaining an accurate sales pipeline and forecast, documenting activity in the CRM, completing required sales and client service agreement documentation, and achieving monthly, quarterly, and annual sales goals assigned by sales leadership.

Base Compensation: $70,000-$80,000

Essential Duties and Responsibilities

• Proactively generate new business opportunities within the designated territory 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.
• Build and maintain strong referral relationships with brokers, channel partners, centers of influence, and other strategic business partners to generate qualified PEO sales opportunities.
• Execute targeted prospecting strategies, including cold calling, networking, email outreach, social selling, market research, and partner referrals to access business owners, executives, and other key decision-makers.
• Conduct discovery meetings with prospective clients to understand business needs, workforce challenges, current employment practices, payroll and HR processes, benefits structure, workers' compensation exposure, vendor relationships, decision criteria, and service expectations.
• Present PEO solutions that align with prospective client needs, including the co-employment model, service structure, payroll administration, HR support, employee benefits, workers' compensation, risk management, 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 PEO solution and total workforce management model.
• Negotiate pricing, scope of services, client service agreement terms, implementation timelines, and related PEO service considerations in partnership with sales leadership and internal stakeholders.
• Own and manage the full PEO sales cycle from lead generation through close, including coordinating internal resources required to support solution design, underwriting review, pricing, client onboarding, and implementation transition.
• Partner with implementation, payroll, benefits, HR, compliance, risk management, workers' compensation, operations, and service teams to ensure a smooth transition from signed client service agreement to client implementation.
• Stay informed of PEO industry trends, employment-related compliance developments, workers' compensation and benefits market considerations, 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, 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, new business targets, and other performance metrics established by sales leadership.
• 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 absence of the Regional Sales Manager (RSM), helping ensure day-to-day sales activities and customer engagement efforts remain on track.
• Assist less tenured sales representatives, including freshman and sophomore sellers, by providing guidance on sales processes, product offerings, prospecting strategies, and customer relationship management in accordance with company standards and established sales practices.
• Serve as a resource for sales team members by helping facilitate deal progression, addressing process-related questions, and supporting adherence to sales procedures when the RSM is unavailable.
• Participate in the recruitment process for prospective sales team members by assisting with candidate interviews, providing input regarding qualifications, and sharing feedback with hiring managers in support of staffing decisions.
• Collaborate with sales leadership to support onboarding, training, and development initiatives designed to enhance the effectiveness and productivity of new sales representatives.
• Act as a mentor and subject matter resource for assigned sales personnel, promoting best practices, knowledge sharing, and professional development across the sales team.
• Frequent domestic travel is 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, 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 sessions to stay up to date on best practices related to the company and department.
• Complete projects and other duties as assigned by the 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 and services.
• Excellent verbal and written communication skills for effective collaboration and presentations.
• Ability to efficiently manage time, balance multiple clients and tasks, and remain organized in a dynamic work environment.
• Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions.
• Ability to represent and maintain a professional image while adhering to corporate policies and procedures.
• Demonstrate 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.

Required Education & Experience

• High School Diploma or an equivalent combination of experience, skills, education (including relevant 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 for new business, conducting client presentations, and meeting assigned sales goals preferred.
• Prior sales experience with payroll, HCM, HR technology, or benefits preferred.
• Previous experience and proficiency with CRM tools (Salesforce or similar) preferred.
• Proficiency with Microsoft Office applications (Outlook, Microsoft Teams, Excel, Word, and PowerPoint) and the ability to learn additional applications as needed.

Required Licenses and/or Certifications

• Valid, non-restrictive driver's license required, as this role involves regular travel to client sites and company locations.

Physical, Mental, & Communication Demands

Physical Demands

• Sedentary Work: Occasionally 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: Frequent travel to meet with clients, attend conferences, and conduct business-related activities. Occasional walking throughout the office or at off-site locations to meet with leaders, employees, and clients.
• Visual Acuity: Ability to read and analyze data on a computer screen and in printed materials, with or without reasonable accommodation.
• Lifting & Carrying: Minimal physical lifting required; may occasionally handle documents and lift light office supplies.

Mental Demands

• Strategic Thinking: High level of concentration required to develop and implement sales strategies.
• Decision Making: Ability to make quick, informed decisions based on data and market conditions.
• Attention to Detail: High degree of accuracy required for client presentations, reports, and communications.
• Problem-Solving: Continuous need to identify and resolve issues that may impact sales performance.
• Multitasking: Ability to manage multiple tasks and projects simultaneously, often under tight deadlines.
• Stress Management: Ability to remain calm and effective in high-pressure situations, especially when addressing client concerns.

Communication Demands

• Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients, and external vendors.
• Cultural Sensitivity: Ability to communicate with individuals from diverse backgrounds while demonstrating cultural awareness and sensitivity.
• Written Communication: Ability to prepare clear and concise documentation, including emails and notes.
• Verbal Communication: Ability to conduct presentations and training sessions and provide clear instructions and support to clients, employees, and managers.
• Presentation Skills: Proficiency in presenting sales strategies and performance reports to executive leadership and stakeholders.
• Virtual Communication: Ability to effectively communicate, present, collaborate, and build relationships using Microsoft Teams, video conferencing platforms, screen-sharing tools, and other virtual meeting technologies.

Environmental Conditions

Primarily an indoor office environment. Noise levels may occasionally be moderate due to copiers, W-2 or check printers, and coworkers. This role also requires working in various environments, including client offices, industry conferences, customer events, and training sessions, requiring adaptability to different settings and conditions. The position 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. The employee will be required to follow any other job-related instructions and perform any other job-related duties requested by management.

Management reserves the right to add, revise, or delete information contained 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, other than an "at-will" employment relationship.