Job Description
Position: Business Consultant
Department: 3300 - Outside Sales
Reports to: Regional Sales Manager
Travel: Up to 50%
FLSA Status: Salary, Exempt
Position Summary:
• Identify and cultivate new business opportunities via networking, channel partners, and self-generated leads.
• Execute aggressive prospecting strategies to engage key decision makers.
• Manage the entire sales cycle including post-sale and implementation.
• Negotiate pricing and service scope, complete sales paperwork, and finalize client agreements.
• Maintain accurate sales pipeline and forecast.
• Achieve monthly, quarterly, and annual sales targets assigned by leadership.
Essential Duties and Responsibilities:
• Proactively generate new business within assigned territory.
• Continuously expand knowledge of industry trends, products, services, and broker practices.
• Analyze, plan, and implement tailored products and services to meet client needs.
• Monitor competitors and assess competitive threats.
• Ensure accurate and timely service delivery to clients.
• Conduct regular client meetings during implementation to address questions or concerns.
• Collect and analyze data for strategic guidance on products, services, marketing, and sales.
• Prepare clear and impactful executive summaries for client presentations.
• Develop lead generation strategies and use CRM (Salesforce) effectively.
• Consistently meet or exceed sales quotas.
• Submit new business paperwork, expense reports, and weekly activity reports on time.
• Participate in monthly consulting meetings and provide training/coaching to team members.
• Frequent domestic travel required for client visits, meetings, events, and training (including air, ground, and public transportation).
Marginal Functions:
• Build and maintain relationships with team members across disciplines to coordinate client services.
• Attend webinars and training to stay current with best practices.
• Complete projects and other duties as assigned.
Knowledge, Skills & Abilities:
• Proactive, highly motivated with strong focus on new business goals.
• Proven ability to drive revenue growth and exceed sales targets.
• Exceptional negotiation and closing skills with stakeholder influence.
• Strong knowledge of sales methodologies and best practices.
• Experience with CRM tools and in-depth knowledge of company products/services.
• Excellent verbal and written communication skills.
• Strong organizational and time management skills in a dynamic environment.
• Analytical problem-solving abilities.
• Professional demeanor adhering to corporate policies and ethics.
• Commitment to confidentiality and privacy.
• Flexible to market changes and adaptable strategies.
• Collaborative cross-functional teamwork.
• Customer-focused commitment.
Required Education & Experience:
• High School Diploma or equivalent preferred.
• Minimum two years sales experience preferred.
• Experience with CRM software (Salesforce or similar) preferred.
• Proficiency in Microsoft Office (Outlook, Teams, Excel, Word, PowerPoint) and ability to learn other applications.
• Valid, non-restrictive driver’s license required due to travel demands.
Licenses/Certifications: None required.
Physical, Mental & Communication Demands:
• Sedentary work with frequent computer use.
• Frequent travel including walking and occasional lifting of light items.
• High concentration for strategic sales planning and decision-making.
• Strong attention to detail and multitasking under deadlines.
• Ability to manage stress effectively during client interactions.
• Excellent interpersonal, cultural sensitivity, written, verbal, and presentation skills.
Environmental Conditions:
• Primarily indoor office environment with occasional moderate noise.
• Work includes client offices, conferences, events, and training, requiring adaptability to different settings.
Disclaimer:
• This job description reflects duties as of now and may change with business needs.
• Reasonable accommodations available for qualified individuals with disabilities.
• Employment is at-will.
Acknowledgment:
• Employee understanding that duties and responsibilities may evolve and do not alter at-will employment status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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