Business Consultant

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.