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Sr. Director, Product Management

CoAdvantage

Tampa, Florida, United States
15 days ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.Position Summary:•      Build and Run the PM Operating Model — Establish the artifacts, frameworks, decision rights, and cadences that enable a high-performing product organization. This includes roadmap review cycles, discovery standards, launch readiness criteria, and PM performance expectations.•      Own a Product Domain (18–24 Months) — You are also a hands-on PM in the near term, personally leading discovery and delivery for a key major product area while the team beneath you is being built and developed.•      Hire and Develop a World-Class PM Team — Recruit, onboard, and coach a team of PMs and Principal PMs, building the talent base required to cover CoAdvantage's full HCM portfolio.Essential Job Functions:•      Define and maintain multi-horizon roadmaps across your domain, balancing near-term client commitments with longer-term platform investment•      Translate company strategy and financial targets (including NCG, ARPU, and margin expansion) into prioritized product bets in partnership with the VP of Product Management•      Drive structured prioritization using outcome-based frameworks; protect the team from reactive, feature-request-driven development•      Develop deep command of SMB HCM workflows, employer pain points, and employee experience expectations•      Establish scalable feedback loops—direct customer interviews, support data analysis, NPS, usability research—and embed them into the product rhythm•      Champion the voice of the customer in every product decision; raise the team's bar for discovery quality•      Partner with Engineering, BA/QA, and UX to scope, sequence, and deliver with precision•      Define clear requirements and acceptance criteria; own go/no-go decisions for launch readiness•      Maintain delivery predictability; hold the team accountable to quality and timeline commitments•      Recruit, onboard, and develop a team of product managers; establish role expectations and career ladders for the function•      Coach PMs through 1:1s, roadmap reviews, and structured feedback; elevate PM craft across the organization•      Build a culture of customer obsession, data-informed decision making, and clear ownershipRequired Qualifications:12+ years of product management experience, with demonstrated success in HCM, workforce technology, or complex multi-product B2B SaaS environments5+ years leading product teams with direct reports; experience hiring and developing PMsProven success using AI to drive results in Software Development Life CycleProven ability to establish or significantly elevate a product management operating modelTrue player-coach: credible in the details of product discovery and delivery, while building and managing a teamStrong cross-functional leadership—able to align Engineering, UX, BA Operations, and GTM around shared outcomesData-driven decision maker with the ability to frame trade-offs clearly for executive audiencesEEOCoAdvantage 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.

Hybrid

Full Time

Senior or Executive

Lead, Product Manager

CoAdvantage

Tampa, Florida, United States
15 days ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.Position Summary:This role sets the standard for what great PM practice looks like at CoAdvantage. You will be a domain expert, a discovery leader, and a delivery owner—someone who can connect customer pain to product bets and drive them to completion with precision.Essential Job Functions:Define and maintain a prioritized, outcome-oriented roadmap for your domain; balance client urgency against platform investmentIdentify cross-product dependencies and integration opportunities across the CoAdvantage platformCommunicate roadmap direction clearly to both technical and business audiences; defend prioritization with data and customer evidenceLead continuous discovery: customer interviews, usability sessions, workflow analysis, support data reviewGenerate sharp problem statements; translate customer insight into clear product requirements and scope decisionsOwn trade-off decisions in partnership with Engineering and UX; know when to scope down and when to hold the linePartner with BA, Engineering and QA to sequence, refine, and deliver work efficientlyMaintain clear acceptance criteria; hold a high bar for launch readinessDrive go-to-market alignment with Support, Implementation, and GTM stakeholders before launchDefine success metrics upfront; build measurement into every initiativeConduct structured post-launch readouts and use data to close learning loopsTreat the roadmap as a living document—continuously refined based on outcomes, not just requestsRequired Qualifications:8+ years of product management experience with demonstrated ownership of end-to-end product outcomesExperience in HCM, workforce technology, fintech, or complex enterprise/SMB SaaS environments preferredStrong track record of driving discovery, translating insight into requirements, and delivering with cross-functional teamsComfortable generating clarity and structure in ambiguous environmentsProven success using AI to drive results in Software Development Life CycleClear communicator—written and verbal—across technical and non-technical stakeholdersData fluency: comfortable defining metrics, interpreting usage data, and making data-informed trade-offsEEOCoAdvantage 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.

Hybrid

Full Time

Senior or Executive

Business Sales Consultant - Pasadena, CA

CoAdvantage

Pasadena, California, United States
5 months ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We're looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America's small business owners.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 CoAdvantage.  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 CoAdvantage 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 clientsProfile and manage Salesforce.com dailyProduce 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 ownersIdentify and establish potential channel partnersEstablish 150 - 200+ new connections each weekMaintain and/or exceed monthly Key Performance IndicatorsIdentify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAdvantage products and services Represent CoAdvantage as the leading and best PEO providerAdhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the officeSpecial projects as assignedRequired Skills and Experience:Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales3-5+ years of experience in a business environmentPEO 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 roleProven and documented sales track record with complex solution-based salesStrong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issuesOutstanding ability to meet and exceed sales quotasAbility to identify, establish and develop new complex sales businessOutstanding ability to hunt for new customersEEOCoAdvantage 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.

Hybrid

Full Time

Intermediate or Experienced

$90,000 to $100,000 a year

Business Sales Consultant - Nashville, TN

CoAdvantage

Murfreesboro, Tennessee, United States
5 months ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We're looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America's small business owners.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 CoAdvantage.  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 CoAdvantage 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 clientsProfile and manage Salesforce.com dailyProduce 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 ownersIdentify and establish potential channel partnersEstablish 150 - 200+ new connections each weekMaintain and/or exceed monthly Key Performance IndicatorsIdentify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAdvantage products and services Represent CoAdvantage as the leading and best PEO providerAdhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the officeSpecial projects as assignedRequired Skills and Experience:Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales3-5+ years of experience in a business environmentPEO 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 roleProven and documented sales track record with complex solution-based salesStrong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issuesOutstanding ability to meet and exceed sales quotasAbility to identify, establish and develop new complex sales businessOutstanding ability to hunt for new customersEEOCoAdvantage 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.

Hybrid

Full Time

Intermediate or Experienced

$80,000 to $90,000 a year

Business Sales Consultant -Atlanta, GA

CoAdvantage

Atlanta, Georgia, United States
5 months ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We're looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America's small business owners.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 CoAdvantage.  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 CoAdvantage 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 clientsProfile and manage Salesforce.com dailyProduce 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 ownersIdentify and establish potential channel partnersEstablish 150 - 200+ new connections each weekMaintain and/or exceed monthly Key Performance IndicatorsIdentify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAdvantage products and services Represent CoAdvantage as the leading and best PEO providerAdhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the officeSpecial projects as assignedRequired Skills and Experience:Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales3-5+ years of experience in a business environmentPEO 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 roleProven and documented sales track record with complex solution-based salesStrong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issuesOutstanding ability to meet and exceed sales quotasAbility to identify, establish and develop new complex sales businessOutstanding ability to hunt for new customersEEOCoAdvantage 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.

Hybrid

Full Time

Intermediate or Experienced

$80,000 to $90,000 a year

Business Sales Consultant - Charlotte, NC

CoAdvantage

Charlotte, North Carolina, United States
2 months ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We're looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America's small business owners.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 CoAdvantage.  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 CoAdvantage 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 clientsProfile and manage Salesforce.com dailyProduce 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 ownersIdentify and establish potential channel partnersEstablish 150 - 200+ new connections each weekMaintain and/or exceed monthly Key Performance IndicatorsIdentify, collaborate and strategize with C-Suite level professionals on their  business needs to introduce, expand and sell  CoAdvantage products and services Represent CoAdvantage as the leading and best PEO providerAdhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the officeSpecial projects as assignedRequired Skills and Experience:Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales3-5+ years of experience in a business environmentPEO 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 roleProven and documented sales track record with complex solution based salesStrong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issuesOutstanding ability to meet and exceed sales quotasAbility to identify, establish and develop new complex sales businessOutstanding ability to hunt for new customersEEOCoAdvantage 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.

Hybrid

Full Time

Intermediate or Experienced

Benefits Leave Manager

CoAdvantage

Bradenton, Florida, United States
20 days ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.Position Summary:The Leave Manager will have a strong background in Leave of Absence/Disability and Health & Welfare programs within a large, fast-paced organization. Additionally, the candidate will have the talent to approach challenging issues with creativity and enthusiasm.Essential Job Functions:Strong understanding of FMLA, Workers Compensation, Disability Programs, and State specific leave programs. Manages the administration of the Leave of Absence and Disability program for our client worksite associatesDetermines associate eligibility for leave and designates appropriate leave statusRequests and obtains completed certification and recertification formsProvides required notices designating leave as FMLA, notifying associates of the status of group benefit coverage their other rights and other obligationsCoordinates communication between associates and managers during the leaveCoordinates the return-to-work process for leaves of absenceAdministers other types of disability-related leave including leave requested as a Reasonable Accommodation under the ADAMonitors trends related to inquiries from associates and evaluates alternatives and solutionsIdentifies necessary changes in business processes and recommends modification to improve delivery of benefit programsActs as a liaison between associates and managers to educate on benefit policies and proceduresMaintains leave databases and performs other tasks to ensure the accuracy of all leaves and FMLAMaintains up-to-date working knowledge of relevant laws, including FMLA, ADA, Workers' Compensation, HIPAA, and other privacy laws.Other assignments and special projects as assignedRequired Skills and Experience:Minimum of 2 years of leave administration, benefits administration, or related experience, or an equivalent combination of education and experienceStrong analytical and problem-solving skills with the ability to interpret policies, regulations, and complex employee situationsAdvanced proficiency in Microsoft Excel and the ability to quickly learn and adapt to new HRIS and benefits administration systemsExcellent verbal and written communication skills, with the ability to clearly explain leave policies and procedures to employees and clientsStrong interpersonal and customer relationship skills, with a commitment to delivering exceptional serviceExperience working in a high-volume environment where payroll or benefits are processed daily is strongly preferredHighly organized with the ability to manage multiple leave cases and competing priorities simultaneouslyProficient in Microsoft Office applications, including Word and ExcelEffective time management skills with the ability to meet deadlines and maintain accuracyExceptional attention to detail and commitment to compliance and documentation standardsAbility to collaborate effectively within a team environment while also working independently when neededAble to maintain confidential informationEducational and Professional Licensing or Certification Requirements:Bachelor's degree or equivalent combination of education and experienceFive years of proven experience in Human Resources with demonstrated experience dealing with confidential information, complex recordkeeping and file managementExperience administering FMLA and other leave programs requiredKnowledge of DOL, ADA, ERISA, and applicable IRS regulations related to health and welfare plansExperience working with human resources information systems (HRIS)Direct Vendor management experienceExperience working in a fast paced environmentEEOCoAdvantage 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.

On-Site

Full Time

First Management

Account Executive

CoAdvantage

Bradenton, Florida, United States
1 month ago
CoAd Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.Position Summary:The Account Executive is responsible for delivering high-touch account management services to a portfolio of clients. The Account Executive, through proactive business consultation will ensure high client satisfaction and high client retention.Essential Job Functions:Serves as the lead point of contact for all client account management mattersDevelops trusted advisor relationships with assigned account contacts including client stakeholders and executive sponsorsEnsures timely and successful delivery of CoAdvantage solutions according to client needs and objectivesClearly communicates the progress of initiatives to internal and external stakeholdersCollaborates with various internal departments to ensure client requests are fulfilled timelyAssists with challenging client requests or issue escalations as neededProvide clients with general HR support through use of internal tools and consulting with fellow AE team membersDocuments activities, cases, and other information in company technology in a timely manner as per company guidelinesDisplays excellent attention to detail when working on assignments, tasks or projects with internal and external customersDevelops a deep understanding of CoAdvantage’s business goals in order to build a strong consultative relationship with assigned client groupsDemonstrates excellent customer service and thorough knowledge of all CoAdvantage products and services to rescue and retain clientsManages annual open enrollment process for assigned group of clientsNegotiates service fees, in conjunction with finance, to retain clientsAssists sales team on calls when necessary to discuss account management routines, HR capabilities, implementation, general operational items, benefits, and general service.Identify upselling and cross-selling opportunities to expand available CoAdvantage servicesMaintain team utilized intra-departmental resource sitesMentor and train new and existing team members on internal process/system/departmental functionsPerforms other duties as assignedRequired Skills and Experience:4+ years account management experience either in consulting or corporate environment and/or in a relationship building roleDemonstrate the ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-levelStrong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issuesStrong service orientation with the ability to have difficult client conversationsAbility to prioritize and complete tasksMust have a high sense of urgency with internal and external clientsMust have strong employee relation experienceMust have excellent organizational skills with a focus on time managementMust have strong experience in presentations and trainingExcellent oral/written communication and listening skillsMust be able to deal with ambiguity, operate at a fast pace and cope with changeStrategic mindset with the ability and willingness to be hands-onExperience in a client service environment, handling multiple external clientsProficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) requiredBi-lingual (English/Spanish) a plus (reading, writing and speaking)Preferred experience in benefit plans and open enrollmentGeneral knowledge of PEO and common applications is preferredEducational and Professional Licensing or Certification Requirements:Preferred Professional Employer Organization (PEO) experienceEEOCoAdvantage 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.

Remote

Full Time

Intermediate or Experienced

$55,000 to $75,000 a year

Business Sales Consultant - Austin, TX

CoAdvantage

Austin, Texas, United States
5 months ago
CoAdvantage Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We're looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America's small business owners.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 CoAdvantage.  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 CoAdvantage 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 clientsProfile and manage Salesforce.com dailyProduce 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 ownersIdentify and establish potential channel partnersEstablish 150 - 200+ new connections each weekMaintain and/or exceed monthly Key Performance IndicatorsIdentify, collaborate and strategize with C-Suite level professionals on their business needs to introduce, expand and sell  CoAdvantage products and services Represent CoAdvantage as the leading and best PEO providerAdhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the officeSpecial projects as assignedRequired Skills and Experience:Bachelor's Degree in a business or technical discipline and / or equivalent experience in related field3-5+ years of experience with complex business solutions-based sales and/or 2 years' experience in outside sales3-5+ years of experience in a business environmentPEO 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 roleProven and documented sales track record with complex solution-based salesStrong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issuesOutstanding ability to meet and exceed sales quotasAbility to identify, establish and develop new complex sales businessOutstanding ability to hunt for new customersEEOCoAdvantage 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.

Hybrid

Full Time

Intermediate or Experienced

$80,000 to $90,000 a year

Retirement Specialist

CoAdvantage

Bradenton, Florida, United States
2 months ago
CoAd Summary:CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.Position Summary: The Retirement Services department is responsible for the accurate and timely transmission and reporting of contribution and census data for more than 1,500 adopters sponsored by CoAdvantage. Additionally, the department is responsible for monitoring the compliance of the Multiple Employer Plan, including audit requirements, non-discrimination testing and corrections, and the filing of Form 5500. Understanding of 401(k) plan recordkeeping and compliance, data accuracy, attention to detail and strong written and verbal communication skills are essential in this position which interacts with multiple service providers, internal client service teams, client employers and worksite employees.Essential Job Functions:Download and format the deferral feedback files from Empower.Import and review the deferral feedback into Quantum.Utilize Qlik to review the deferral feedback import results.Download and format the loan feedback file from Empower.Review the loan feedback data entry to ensure accuracy.Develop weekly metrics reporting provided to VP, Retirement Plan Services.Develop monthly metrics reporting provided to VP, Retirement Plan Services.Receive, review and provide the onboarding adopter status log to CoAdvantage Implementation.Review, submit and invoice document amendments.Update Quantum, if necessary, for plan amendments.Discuss allocation requests with clients and submit the requests to Empower for completion.Review and invoice for allocation requests completed by EmpowerCoordinate client allocation funding and remit to EmpowerReceive new adopter signed documents from Merrill Lynch and document accordingly.Monitor Empower reporting and once available, enter new adopters into QuantumReceive and review 401k Surveys from Sales, other internals, clients, etc.Document the surveys received, prefill the installation and compliance kit, and email the client with next steps.Document assets transferred into the CoAdvantage MEP (including entering the year-to-date contributions made into the prior plan ensuring participants remain below the IRS annual contribution limit).Research new hire, rehire and employee termination events in conjunction with plan rules.Takes incoming phone calls from all client companies and providers. Reacts within specified time frames to all customer inquiries and maintains superior client relationships.Conducts complete investigation into potential errors and plan administration issues. Documents appropriately and makes recommendations about necessary actions to be taken.Responds to client, employee and provider inquiries related to retirement benefit programs.Manage online enrollment portal.Work closely with Client Services team to build and maintain strong customer relationships and deliver ongoing superior service.Proactively recommends changes to operating procedures to maximize accuracy and productivity.Escalates issues/concerns/special requests to Senior Director.Establish and maintain effective working relationships with area staff, management and clients.Performs other duties and special projects as assigned.Demonstrates a consistent attitude of excellence and uncompromising integrity in a highly collaborative teamwork environment.Ensure work area is clean, secure (HIPAA compliant) and well maintained.Stay abreast of compliance regulations and changes in the field of MEP’s, ERISA and DOL requirements.Required Skills and Experience:Strong analytical and problem-solving abilities.Advanced knowledge of Excel and ability to quickly learn new software applications.Excellent verbal and written communication skills.Excellent customer relationship and interpersonal skillsExperience working in an environment where payrolls/benefits are processed daily a plus.Strong organizational skills.Knowledge of word processing and spreadsheet applications.Good time management.Excellent attention to detail.Works well in a team environment.Able to maintain confidential information.Educational and Professional Licensing or Certification Requirements:High school diploma or equivalent.EEOCoAdvantage 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.

Hybrid

Full Time

Intermediate or Experienced

$28.00 to $30.00 per hour

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