Business Consultant

About the role

Our Newest Opportunity: The Business Consultant is tasked with driving organic growth for OneDigital’s PEO. The main objective of this position is to effectively build relationships with business owners and their decision makers and establish a pipeline both directly and through business channels. The ideal candidate exhibits both curiosity and business acumen and can guide discussions with potential clients in the areas of Payroll, Human Resources, Risk Management and Employee Benefits. The successful Business Consultant builds a strong pipeline, and is effective at appointment setting, delivery of proposals and closing business.

Responsibilities

• Prospect and pipeline development: Build a broad and deep pipeline of target prospects through discipline and consistent effort; this includes networking with referral sources, and more traditional prospecting through cold calling, email, phone, LinkedIn, and leveraging a diverse group of internal partners to provide referrals and business development opportunities.
• Qualifying opportunities: Strong understanding of best-fit opportunities and decision-making people that will help to qualify or disqualify quickly.
• Value & Consultative Selling: Establish a trusted advisor relationship to effectively understand business needs, gain successful business and long-term client relationships.
• Sales Process: Ability to navigate a consultative, multi-step sales process. Balance multiple complex opportunities in parallel through the stages of typical 3–6-month sales process.
• Discipline: Establish and follow a daily and weekly process to ensure consistent pipeline, lead generation and predictable growth over time.
• Results and KPI: Consistent achievement of new pipeline and closed business goals. Must demonstrate both activity and results.
• Sales tools and systems: Utilize Sales systems including Salesforce, Hubspot, LinkedIn Sales Navigator, Microsoft Suite, and quoting tools to efficiently and effectively manage daily activities.
• Attention to Detail: Understand the requirements of closing kits for different product and deliver flawless closing kits to the Implementation team to ensure successful onboarding. Complete all administrative tasks and duties in a timely manner.
• Collaboration: Willingness and ability to work with Implementation and Service Teams to ensure an excellent new-client experience.

Candidate Profile

• Deep understanding of small- and mid-sized business challenges with a client-first, business-owner mindset.
• Proven track record of consistently exceeding targets and driving revenue growth in a service-based business.
• Resilient and tenacious hunter, adept at building and managing a self-generated pipeline through strategic prospecting, networking/partner ecosystems, and referral channels.
• Consultative sales expert with the ability to navigate complex deals, influence multiple stakeholders, solve problems creatively, and close with confidence.
• Balances short-term wins with a disciplined approach to developing mid- and long-term opportunities while keeping the pipeline full.
• Collaborative team player who thrives in environments where success is built together, while still driving personal accountability.
• Exceptional communicator with strong presentation, interpersonal, and relationship-building skills.
• Committed to high professional ethics, diversity, and integrity in every engagement.
• Highly adaptable, thriving in fast-paced, evolving environments while maintaining meticulous attention to detail.
• Being a previous business owner is a plus.

Required Experience

• 5–7 years’ experience in B2B sales, preferably in a service-based company
• Experience in consultative selling
• Demonstrated track record of continuous growth in a service-based business
• PEO or HCM knowledge and/or experience is preferred

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts