Careers at CoAd.

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.

Role Description

Reporting to the Chief Legal Officer, the Commercial Counsel supports the Legal Department by structuring, drafting, and negotiating the commercial agreements that power CoAd's go-to-market motion. This role provides practical, business-oriented legal guidance to Sales, Marketing, and Customer Experience teams, helping them move quickly and confidently while protecting the company. 

Core Responsibilities

• Structure, draft, negotiate, and review commercial contracts, with a primary focus on agreements for the delivery of PEO, payroll, and other HR services to customers through CoAd's tech-enabled platform. 
• Support Sales, Marketing, and Customer Experience teams on customer contracting, including managing a high volume of customer agreements and supporting RFP submissions. 
• Develop, update, and maintain standard form agreements, templates, and negotiation playbooks, ensuring alignment with internal policy and applicable law. 
• Provide practical, actionable legal advice and recommendations to management on commercial and contractual matters. 
• Provide training to internal teams on contracting fundamentals and other legal topics relevant to the business. 
• Assist with the development of corporate policies, systems, and procedures that streamline and support the contracting process. 
• Collaborate with and manage outside counsel on matters as needed. 
• Perform other duties as assigned. 

Required Skills & Experience

• Juris Doctor (JD) degree and active license to practice law in good standing. 
• Minimum of 5 years of experience drafting and negotiating commercial and technology-related agreements. 
• Minimum of 3 years of experience working in-house. 
• Experience supporting enterprise sales, marketing, and customer experience teams, including managing a high volume of customer contracts and supporting RFP submissions. 
• Strong transactional background, with the ability to independently draft, negotiate, and manage a wide range of agreements. 
• Practical, business-oriented approach to problem-solving, with the ability to provide clear, concise, and creative legal advice on timelines that meet business needs. 
• Ability to operate autonomously while collaborating effectively with Legal, Compliance, and internal business partners. 
• Ability to thrive in a fast-changing environment and work quickly under time-sensitive deadlines. 
• High integrity and strong commitment to ethics. 
• Strong attention to detail. 
• Familiarity with AI-enabled service, digital self-service, intelligent routing, knowledge tools, and automation.  
• Location and Travel: This role is remote but requires residence in either Eastern or Central Time Zones. Occasional travel may be required for meetings or special events.

Preferred Experience

• Experience in a PEO, EOR, ASO, payroll provider, HCM platform, HR outsourcing, or benefits administration organization. 
• Experience supporting companies with health insurance, benefits, and ERISA related agreements 
• Experience integrating teams, processes, or systems following a merger, acquisition, or major organizational transformation. 
• Experience in a growth-stage, PE-backed, or operationally complex organization. 

Core Competencies

• Business Acumen and Risk Balancing 
• Contract Drafting and Negotiation 
• Executive and Cross-Functional Communication 
• Attention to Detail 
• Relationship Building Across Teams 
• Independent Judgment and Collaboration 
• Adaptability in a Fast-Paced, Remote Environment 

What Success Looks Like

• Commercial contracts are drafted, reviewed, and negotiated efficiently, protecting the company while enabling business objectives. 
• Standard form agreements, templates, and playbooks are current, clear, and aligned with policy and applicable law. 
• Sales, Marketing, and Customer Experience teams receive timely, practical contracting support that keeps deals moving. 
• Legal risk in commercial agreements is identified early and communicated clearly to stakeholders. 
• Outside counsel is engaged efficiently and managed for quality, cost, and responsiveness. 
• Internal clients view Legal as a responsive, practical partner in achieving business goals. 

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.

CoAd is seeking a Business Analyst to join our growing AI team. This is an opportunity for someone who works AI-first: someone who can sit with a department, capture how work actually gets done, and turn that into process documentation and training material that the rest of the organization can act on. This role reports to the Head of AI and supports both the data science team and executive-level communication.

The Business Analyst (AI-Native) is responsible for driving process improvement, requirements management, data analysis, AI transformation initiatives, and business solution delivery across operational and customer-facing processes.

Essential Job Functions

Business Requirements Definition

•  Gather business requirements and write functional specifications.

•  Write user stories, use cases and acceptance criteria.

•  Interview departments to capture workflows and automation opportunities.

Data Analysis

•  Conduct root cause analysis and analyze operational data.

•  Provide data-driven recommendations.

Process Improvement

•  Lead process improvement initiatives and change management efforts.

•  Develop As-Is and To-Be process maps.

AI Enablement & Transformation

•  Use AI tools to accelerate documentation, analysis, and solution design.

•  Develop AI training and adoption materials.

•  Partner with Data Science teams on AI initiatives.

Applications Development Support

•  Support UAT, releases, defects, and implementations.

Documentation Governance

•  Own SharePoint repositories and documentation standards.

Required Skills and Experience

•  3+ years as a business analyst, process analyst, or equivalent, with a portfolio of process documentation and workflow maps.

•  Demonstrated ability to interview SMEs and translate their input into clear as-is and to-be process flows.

•  Experience gathering requirements and supporting Agile delivery.

•  Process improvement and stakeholder management expertise.

•  Strong SharePoint, documentation, and presentation skills. Demonstrated ability to interview SMEs and translate their input into clear as-is and to-be process flows.

•  Working fluency with AI tools (e.g., Claude, Copilot, or equivalent) used as a daily driver for drafting, summarizing, and diagramming.

•  Strong documentation and information-architecture skills, including hands-on SharePoint repository management.

•  Advanced PowerPoint skills, including the ability to build both leadership and board-level decks.

Preferred Experience

•  Experience in PEO, HCM, payroll, benefits, insurance, or another regulated multi-tenant environment.

•  Familiarity with process-mapping notation and tooling (e.g., BPMN, Visio, Lucidchart, Mermaid).

•  Experience documenting complex IT or systems processes.

•  Experience building training or enablement material for internal adoption of new tools.

CoAd Summary

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.

EEO

CoAdvantage 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.

Position Summary:

CoAd is seeking a motivated and results-driven Sales Development Representative (SDR) to support our growth by generating qualified sales opportunities through a mix of outbound prospecting and inbound lead follow-up. This role is responsible for consistently hitting daily activity goals, setting qualified appointments, and creating a strong first impression for prospective clients.

The ideal candidate is coachable, competitive, organized, and thrives in a fast-paced environment while balancing multiple lead sources and priorities.

Essential Job Functions

• This position reports into our local office M-F
• Make 80 outbound calls per day to targeted prospects using company tools and call lists
• Conduct discovery conversations to identify needs, qualify prospects, and generate interest
• Set qualified Initial Appointments (IAs) for the sales team
• Maintain consistent follow-up cadence through calls, voicemails, and messaging
• Work all inbound leads assigned, including:
• • Marketing-generated inbound leads
  • Inbound phone calls
• Respond quickly and professionally to inbound inquiries
• Qualify inbound prospects and schedule IAs based on fitness and readiness
• Ensure clean lead routing, follow-up, and communication throughout the process
• Accurately log all activity, notes, and next steps in Salesforce
• Utilize Gong to review calls, improve talk tracks, and apply coaching feedback
• Use Nextiva for outbound and inbound calling and call management
• Maintain organized pipeline activity and follow-up tasks to ensure no lead is missed
• Performance Expectations / KPIs
• 80 outbound calls per day
• 6 Initial Appointments (IAs) set per week
• Consistent and timely follow-up on all inbound leads assigned

Required Qualifications

• Strong communication skills (verbal and written)
• Comfortable making high-volume outbound calls and handling objections
• Ability to manage time effectively and stay organized in a high-activity role
• Basic computer proficiency and ability to learn new systems quickly
• Positive attitude, coachability, and strong work ethic
• 6+ months experience in sales, SDR/BDR, call center, or customer-facing role
• Experience using Salesforce, Gong, and/or Nextiva
• Familiarity with outbound prospecting and inbound lead qualification

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.

EEO

CoAdvantage 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.

CoAd Summary:

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:

As a Regional Sales Manager, you will be responsible for leading a team of Business Sales Consultants (BC’s) inspiring and motivating them to sell PEO services to small and mid-size companies in their set territory.  

Essential Job Functions:

• Work with Internal recruiting to cultivate a list of potential BC’s to ensure the team remains fully staffed
• Create a culture of collaboration to combine skills and achieve greater results for the organization
• Work with BC’s to properly pre-plan and execute field sales calls     
• Perform post call analysis and develop go forward strategy with BC’s
• Help BC’s build proposals tailored specifically around the prospect's key needs
• Ensure BC’s track a prospect's progress routinely in SFDC and keep information up to date
• Monitor BC’s performance to consistently achieve/exceed required minimum activity of 16 initial appointments, 4 RFP’s and 1 closed deal per month
• Develop effective relationships with centers of influence to supplement lead sources
• Achieve and exceed quota assignments
• Develop BC’s knowledge of PEO sales so they continue to grow and achieve new heights
• Accurately forecast month to month business in SFDC
• Motivates positive performance in all team members and supports them taking initiative and accepting responsibility 

Required Skills and Experience:

• Bachelor’s Degree in a business or technical discipline and / or equivalent experience in related field
• A past history of past B2B sales success
• 3+ years documented, successful sales management experience with year over year growth
• Ability to deal with employees in an efficient and professional manner
• Communication skills – ability to express ideas clearly and concisely, in writing and verbally
• Interpersonal skills – cooperative, courteous, flexible and good natured
• Effective work skills – conscientious, persistent, resourceful, productive and active
• Ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships
• Ability to work independently and in a team setting
• Ability to prioritize and balance multiple tasks
• Creativity, initiative, a sense of urgency and a strong work ethic 
• Ability to lead, teach and coach as well as hold people accountable
• Ability to motivate, build and energize a team
• Ability to attract and develop sales consultants
• Solid technical software competency (Outlook, MSOffice, CRM)
• Ability to work accurately and quickly under company deadlines

EEO

CoAdvantage 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.

Role Description

Reporting to the Chief Legal Officer, the Managing Counsel, Corporate supports the Legal Department by advising on corporate governance, licensing, intellectual property, ERISA, transactions, and general business matters. This role provides practical, business-oriented legal guidance while helping maintain strong governance practices, compliance processes, and corporate records.

Core Responsibilities

·   Provide proactive legal and risk management advice to executives, managers, and employees on legal issues affecting the business.

·   Develop practical, business-oriented solutions that mitigate legal and regulatory risk while supporting business objectives and growth opportunities.

·   Support corporate governance matters, including board and committee materials, corporate books and records, legal entity compliance, disclosure calendars, and governance policies.

·   Manage regulatory licensing, registrations, renewals, annual filings, registered agent relationships, business licenses, permits, and related records across applicable jurisdictions.

·   Manage, coach, and develop licensing specialists, including overseeing workload, priorities, performance, process improvement, and timely completion of licensing and registration obligations.

·   Monitor regulatory and legislative developments that may affect the company and advise on appropriate compliance actions.

·   Support ERISA and employee benefits matters, including plan governance, compliance, reporting, disclosure, fiduciary, and related regulatory requirements.

·   Respond to information and document requests from shareholders, auditors, finance, regulators, and other internal or external stakeholders.

·   Advise on intellectual property matters, including trademark, trade secret, patent protection, enforcement, prosecution, maintenance, licensing, and coordination with outside IP counsel.

·   Assist with mergers, acquisitions, divestitures, equity investments, reorganizations, due diligence, transaction integration, and other strategic corporate transactions.

·   Prepare reports, recommendations, policies, guidance documents, and training materials on substantive legal and compliance topics.

·   Partner with company leadership and cross-functional teams to support commercial strategy, manage risk, and drive business success.

·   Collaborate with and manage outside counsel as needed.

·   Perform other duties as assigned.

Required Skills & Experience

·   Juris Doctor (JD) degree and active bar admission in good standing.

·   8+ years of legal experience, including at least 5 years of in-house experience.

·   Experience advising on ERISA and employee benefits matters, including related compliance and regulatory requirements.

·   At least 2 years of experience managing others, including direct oversight of work priorities, performance, coaching, and development.

·   Practical, business-oriented approach to problem solving, with the ability to provide clear, concise, and creative legal advice on timelines that meet business needs.

·   Ability to operate autonomously while collaborating effectively with Legal, Compliance, and internal business partners.

·   Ability to thrive in a fast-changing environment and work quickly under time-sensitive deadlines.

·   High integrity and strong commitment to ethics.

·   Strong attention to detail

·   Strong cross-functional leadership skills with the ability to influence Sales, Implementation, Operations, Product, Technology, Finance, Legal, and executive stakeholders.

·   Familiarity with AI-enabled service, digital self-service, intelligent routing, knowledge tools, and automation.

·   Location and Travel: This role is remote but requires residence in either Eastern or Central Time Zones. Occasional travel may be required for meetings or special events.

Preferred Experience

·   Experience in a PEO, EOR, ASO, payroll provider, HCM platform, HR outsourcing, or benefits administration organization.

·   Experience with insurance brokerage and/or licensing.

·   Experience integrating teams, processes, or systems following a merger, acquisition, or major organizational transformation.

·   Experience in a growth-stage, PE-backed, or operationally complex organization.

Core Competencies

·   Corporate Governance

·   Entity Management and Licensing

·   ERISA and Employee Benefits Compliance

·   Risk Management

·   Intellectual Property Management

·   Mergers, Acquisitions, and Transaction Support

·   Executive Communication

·   People Management and Team Development

·   Operational Discipline and Process Improvement

What Success Looks Like

·   Corporate governance records, calendars, filings, and board support processes are accurate, current, and well organized.

·   Licensing and registration obligations are tracked, renewed, and maintained across applicable jurisdictions with clear ownership and escalation paths.

·   Licensing specialists are effectively managed, coached, and supported, with clear priorities, accountability, and development plans.

·   Business leaders receive timely, practical legal advice that balances risk mitigation with operational needs.

·   Regulatory developments, compliance requirements, and legal risks are identified early and translated into actionable guidance.

·   ERISA and employee benefits obligations are supported with clear guidance, accurate tracking, and timely compliance follow-through.

·   M&A, transaction, and integration workstreams receive effective legal support, including diligence, documentation, and post-closing follow-through.

·   Intellectual property matters are monitored, coordinated with outside counsel, and supported by accurate records and calendars.

·   Legal policies, guidance documents, training materials, and internal processes are clear, current, and useful to the business.

·   Outside counsel is used efficiently and managed appropriately for quality, cost, and responsiveness.

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.

Position Summary

CoAd is hiring a Benefits Specialist to join our Operations team. Works with the health, life, dental, vision and disability insurance plans for CoAd.  Ensures compliance with Section 125, FSA, COBRA, HIPAA, and FMLA as well as other applicable state and federal benefit laws. Follows policies and procedures that support the organizational and business goals of CoAd. 

The preferred work location for this role would be to be based out of our Bradenton, FL office working 11am - 8pm EST, although we are open to remote candidates who could accommodate this schedule.

Essential Job Functions

•  Provides support for a specific client product/service to internal and external clients.

•  Responds to and resolves questions.  Administration of health, life, dental, vision, FSA, & disability insurance plans.

•  Ensures compliance with Sec 125, FSA, COBRA, HIPAA, and FMLA & other applicable state & federal benefit laws.

•  Process all new hire enrollments, life status changes & terminations. 

•  Monitor and maintain coverage of the inbound phone queue during business hours, providing timely, accurate, and professional assistance to worksite employees and clients regarding benefits, enrollment, eligibility, and other service-related inquiries. Escalate issues outside of scope as appropriate to ensure prompt resolution.

•  Provides online medical, prescription & dental data entry with applicable carriers. 

•  Audits benefit enrollments & processes both client & employee adjustments as necessary. 

•  Provides assistance with adjudication of monthly bills as needed.

•  Participates in the annual OE process.

•  Coordinates transfer of benefit elections to participating carriers on a daily basis as needed. 

•  Compliance of governmental regulations. 

•  Utilizes Salesforce to document and communicate client and/or employee requests, challenges, issues and resolution.

•  Maintains good oral and written communication skills with clients, sales and other service associates.

Required Skills and Experience

•  Must have high school diploma or GED

•  Associates or bachelor’s degree preferred

•  Has a working knowledge of tools used to support client products and services. 

•  Task execution and follow-up. 

•  Accurate and detailed audits. 

•  Demonstrated follow-up skills to ensure timely and effective closure of open items on sales orders and throughout the implementation process. 

•  Ability to multi-task, to organize work based on priority and to meet deadlines.

•  1-3 years of customer service experience preferred.

•  Call center experience preferred.

•  Previous experience with benefits administration preferred.

•  Excellent problem resolution skills. 

•  Ability to work well with others. 

•  Ability to work well under pressure. 

•  Strong oral and written communication skills. 

•  Knowledge of Microsoft applications (Word and Excel).  Proficient in typing.

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.

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.