HCM Business Consultant - CA

About the Role

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, negotiates pricing and scope of service, completes required sales paperwork, and finalizes client service agreements. The role also includes maintaining an accurate sales pipeline and forecast, and achieving monthly, quarterly, and annual sales goals.

Responsibilities

• Proactively generate new business opportunities within the designated territory.
• Continuously expand knowledge of 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 deadlines.
• Participate in monthly consulting meetings and provide training and coaching to other team members.
• Frequent domestic travel required for team onsite meetings, client visits, customer events, industry conferences, and training sessions.
• Build, maintain, and promote relationships with team members, peers, and other company stakeholders.
• Attend webinars and training to stay updated on best practices related to the company and department.
• Complete projects and other duties as assigned by supervisor.

Requirements

• High School Diploma or equivalent combination of experience, skills, and education 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 ability to learn other applications as needed.
• Valid, non-restrictive driver's license as the role involves regular travel to client sites and company locations.

Skills

• Proactive and highly motivated 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.
• Efficient time management to balance multiple clients and tasks in a dynamic work environment.
• Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions.
• Strong ability to work cross-functionally with other departments.
• Commitment to understanding and meeting customer needs.
• Flexibility to adjust strategies based on market changes and business needs.
• Uphold high standards of confidentiality, privacy, and business ethics.

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.
• Visual Acuity: Ability to read and analyze data on a computer screen and in printed materials.
• Lifting & Carrying: Minimal physical lifting required, but may involve handling documents and light office supplies.

Mental Demands

• Attention to Detail: High level of 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 skills for executive-level reporting, cross-functional coordination, and team leadership.
• Presentation Skills: Ability to present to internal stakeholders, external partners, and senior leadership.

Environmental Conditions

Primarily an indoor, office environment. May occasionally have moderate noise levels from office equipment and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.

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.