Tech Solutions Specialist
Job Summary
This is a sales support role designed to specialize in demonstrating how Nextep’s integrated HRIS, payroll, benefits, and risk management technology solves the complex operational challenges faced by small to mid-sized businesses.
Responsibilities
- Lead customized, value-based demonstrations of the PEO platform, focusing on payroll processing, benefits enrollment, and HR reporting.
- During tech solution calls ask prospects discovery questions to help BCs identify "pain points" in a prospect’s current HR workflow.
- Map client requirements to our platform capabilities, identifying where standard features or custom API integrations are needed.
- Record all demonstrations with Gemini (with prospective client approval) to ensure all information is being captured for follow-up and coordination with BCs and RSMs.
- Explain the technical flow of data between our platform and client-side systems (e.g., 401k providers, Accounting software, ATS, and other HR related platforms).
- Assist the Implementation team in the transition from "Closed-Won" to "Go-Live" by documenting technical requirements and client expectations.
- Proactively look for tech solution call opportunities.
- Assist with process documentation and updates in this role.
- Manage BC Question cases.
- Assist Sales Admins with the transition of proposal documentation prep, ensuring timely and accurate proposal preparation ramp up is completed.
Requirements
Qualifications:
- Bachelor's degree in Business, Communications, or a related field (or equivalent experience).
- 0-4 years of experience in a technical, sales, presentation, demonstration, solutioning type role.
- Strong written and verbal communication skills.
- Excellent organizational skills and attention to detail.
- Proficiency in Google Suite preferred.
- CRM experience is preferred; Salesforce is a plus.
- Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment.
- Eagerness to learn and grow.
- Positive attitude and a team-oriented mindset.
Benefits
About benefits:
- 100% paid health, vision, and dental insurance for employees
- Up to 12 weeks of paid parental leave
- 401(k) matching
- Employer paid telehealth services, including mental health resources