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About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

The Business Sales Consultant must be able to influence C-Suite decision makers to think differently about their business through the co-employment relationship offerings of CoAd.  The Business Sales Consultant is responsible for establishing new customer business and identifying client's needs in the commercial markets of their assigned region.  The primary objective of the Business Sales Consultant role is to establish new prospects and sell CoAd PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.

Essential Job Functions:

• Identify and prospect new business opportunities that result in new clients
• Profile and manage Salesforce.com daily
• Produce sales leads via 1). self-generation 2). BDR generated warm leads 3). Business referrals (associates)
• Actively develop and maintain a network of small and mid-size business owners
• Identify and establish potential channel partners
• Establish 150 - 200+ new connections each week
• Maintain and/or exceed monthly Key Performance Indicators
• Identify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAd products and services 
• Represent CoAd as the leading and best PEO provider
• Adhere to the CoAd Core Competencies and Core Values both inside and outside of the office
• Special projects as assigned
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.
• Comfort using AI tools to improve productivity, draft content, or summarize information.

Required Skills and Experience:

• Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field
• 3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales
• 3-5+ years of experience in a business environment
• PEO consulting experience (preferred)
• Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred)
• Previous experience in a consultative sales role
• Proven and documented sales track record with complex solution-based sales
• Strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Outstanding ability to meet and exceed sales quotas
• Ability to identify, establish and develop new complex sales business
• Outstanding ability to hunt for new customers

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary: 

The Channel Account Executive is responsible for driving revenue growth by acquiring and managing franchise clients across a national footprint. This role focuses on selling payroll and workforce management solutions tailored to multi-location franchise organizations. The ideal candidate is a results-driven sales professional with experience in B2B sales, franchise models, and payroll or HR technology solutions. 

Essential Job Functions: 

• Identify, prospect, and close new business opportunities within national and regional franchise organizations  
• Develop and execute strategic sales plans to penetrate franchise networks and expand market share  
• Build and maintain relationships with franchise owners, corporate decision-makers, and key stakeholders  
• Conduct needs assessments and deliver customized payroll and workforce management solutions  
• Manage the full sales cycle from lead generation through contract negotiation and close  
• Collaborate with marketing, product, and implementation teams to ensure successful client onboarding  
• Maintain accurate sales forecasts and pipeline reporting using Salesforce. 
• Attend industry events, trade shows, and franchise conferences to generate leads and build brand presence  
• Stay informed on industry trends, compliance regulations, and competitive offerings

Required Skills and Experience: 

• Bachelor’s degree in Business, Marketing, or related field (or equivalent experience)  
• 3–7+ years of B2B sales experience, preferably in payroll, HR tech, or SaaS 
• Experience selling into franchise or multi-location business models strongly preferred  
• Proven track record of meeting or exceeding sales quotas  
• Strong consultative selling, negotiation, and closing skills  
• Ability to manage complex sales cycles and multiple stakeholders  
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot)  
• Willingness to travel as needed (national scope)

EEO
CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary:

This role primarily oversees, monitors and provides technical and supervisory guidance to the workers’ compensation claims team in their day-to-day activities as well as coordinating with our TPA, insurance carriers, claimants, defense counsel and internal stakeholders. Ensures compliance with regulatory and statutory requirements and standards of performance in accordance with corporate objectives. Additionally, this role requires the technical ability gather and utilize data to analyze workers’ compensation claim costs and trends.

In addition to Claims oversight responsibilities, this position requires the technical ability to gather and utilize data to analyze workers compensation claim costs and trends as well as produce reports necessary to recommend, defend, and implement new claims processes, as needed.  Participation in the Company’s annual workers’ compensation program renewal is expected, as is the ability to translate the claims results via Artificial Intelligence tools and other methods into summaries to be utilized by the Company’s Finance team in the preparation of Financial Statements.  On occasion, this position may be tasked with evaluating our TPA relationship, gathering information on alternatives, and recommending TPA strategy to Executive Management.

Essential Job Functions:

•   Work closely with the VP of Risk Management on the claims process ensuring compliance with regulatory requirements, company best practices and policies and industry standards

•   Ensure compliance with carrier requirements and claims management protocols

•   Provide direction and supervision to the workers’ compensation claims team through daily interaction identifying activity goals and supporting the team in achievement

•   Identify and participate in training and developmental needs of current staff through coaching and mentoring; assist with hiring and training new employees; prepare performance evaluations and suggest merit increase recommendations for direct reports

•   Coordinate and conduct claim file reviews and audits including input related to action plans and monitoring of plan to closure

•   Work closely with adjusters and attorneys on claim resolution strategies and settlement agreements

•   Manage TPA and vendor activity ensuring a high level of service is maintained and the company’s best interests are contemplated

•   Maximize utilization of company cost containment programs; return-to-work, drug testing, and timely claims reporting

•   Review and provide concurrence on reserve increases

•   Oversee and manage carrier information systems, data integrity, and analytical reports used to measure and manage the claims function

•   Maximize the use of carrier and TPA systems for data management and reporting through learned functionality and ensure the internal claims team is familiar with all technical capabilities of any system utilized

•   Prepare and distribute claims reports as required (weekly/monthly/quarterly/annually) including  assistance with development of senior level reports to measure overall claims management performance

•   Review claims data and reports for potential closures, reserve adequacy, settlement opportunity and other financial aspects making assignments as appropriate to team members for follow up

•   Collaborate with other departments/teams including Client Services, Payroll, Legal, Safety, Risk Operations, Underwriting, and the internal P&C agency

•   Continually evaluate all processes and procedures to ensure a high level of efficiency and effectiveness

•   Maintain quality of service and accountability standards with all internal and external partners

•   Communicate with staff, clients, employees, attorneys and others in a timely and professional manner

Skills and Experience:

•   Minimum 10+ years of experience handling complex and litigated workers’ compensation claims

•   Minimum 5+ years of implementing and maintaining effective compliance of federal and/or state regulations

•   Bachelor’s degree strongly preferred – combination of college and/or professional certifications will be considered. Master of Business Administration or equivalent senior-level experience preferred, including All Lines Adjusters License

•   Working knowledge of commercial insurance claim operations, both as an employer and for clients of the Agency

•   Ability to lead, train, mentor and coach employees

•   Excellent verbal and written communication skills

•   Demonstrates adjusting, negotiating skills and a thorough knowledge of state laws and regulations

•   Strong time management, prioritization, organizational skills, and the ability to multi-task

•   Experience working with carriers, brokers, third-party administrators, managed care organizations and medical providers

•   Ability to work well independently and as part of an overall team

•   Strong knowledge of AI tools to gain understanding and develop action plans around claims results and other Risk Management opportunities

•   Ability and experience presenting ideas in Executive or Board level meetings, and with Executive level employees of insurance carriers and brokers

•   Demonstrated ability to gather facts, make recommendations, and present those recommendations to Executive Management

•   Working knowledge of Corporate Finance and Accounting and the impact of WC results on the Company’s overall financial position

•   PEO experience strongly preferred

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd:

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary: 

We are seeking an experienced and dynamic professional to join our Project Management Office as a Senior Project Manager. The ideal candidate will have a proven track record of successfully managing complex fintech projects with software development, product launch and operational components in the PEO industry, utilizing both agile and waterfall project management methodologies. This position leads multiple concurrent strategic projects with contributors from across the entirety of the business, to ensure the projects are completed on time, on budget and with excellent quality. This role utilizes exceptional leadership skills, team-building capabilities, business acumen, and a strategic mindset to drive project team alignment, planning, communication and reporting. As a Senior Project Manager, you will identify and recommend opportunities to optimize our project management processes within the PMO and across the company to further drive organizational success. This position will report up to the Director PMO.

Essential Job Functions:

• Plan, lead, manage and monitor concurrent complex projects from inception to completion.
• Assess a project and select, apply and tailor various project management methodologies including scrum, kanban and waterfall, to deliver the project in alignment with business goals, timelines and budget.
• Manage project scope. Facilitate charter scope elicitation from business stakeholders, lead project kickoff and partner with business analysts and department project leads to maintain cohesive alignment of scope to business and project goals throughout the life of the project. 
• Develop and maintain comprehensive project artifacts including project charter, project milestones and detailed plan, risk and issue planning & tracking, communication plan, release and deployment timelines.
• Perform qualitative and quantitative analysis to identify project risks. Facilitate risk planning to identify triggers, risk strategies and document response plans. Monitor and report on obstacles, engaging the project team, stakeholders and sponsor to drive positive project outcomes.  
• Responsible for timely tracking and reporting on key project metrics to PMO, stakeholders and Senior leadership.
• Establish and maintain a network of excellent cross functional relationships across the organization, as well as contractors, third party vendors and other project stakeholders.
• Ensure effective communication and collaboration between your project teams and their stakeholders. Model communication and actions that contribute to a collaborative, innovative team culture dedicated to continuous improvement.
• Identifying and recommending project management best practices, methodologies, and standards, fit to various use cases in a Center-of-Excellence model.
• Contribute to the development and maintenance of project management tools, templates, and systems that support project and portfolio planning, tracking and reporting.
• Facilitate continuous improvement of corporate processes through execution of project retrospectives at various milestones throughout the project life cycle.

Required Skills and Experience:

• +7 years proven experience leading complex cross functional enterprise projects.
• Strong business acumen and the ability to align project objectives with organizational goals.
• Excellent communication, interpersonal, and negotiation skills.
• Demonstrates ability to use AI tools effectively, including crafting clear prompts and critically evaluating outputs for accuracy and bias.
• Experience leveraging AI-powered tools to accelerate work, with sound judgment about when and how to apply them.
• Ability to integrate AI assistants into existing workflows while maintaining quality standards and human oversight.

Educational and Professional Licensing or Certification Requirements:

• Bachelor's degree in Business Administration, Project Management, Information Technology or a related field (Master's degree preferred).
• PMI PMP certification preferred.
• Certification as a Scrum Master preferred.
• Certification as a Product Owner preferred.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.