Careers at CoAd.

CoAd is seeking a Vice President, Retirement Services to lead the company’s retirement plan administration, compliance, and overall 401(k) strategy. This leader will oversee CoAd’s existing Multiple Employer Plan (MEP) supporting our PEO business as well as the development and ongoing management of our Pooled Employer Plan (PEP) serving the non-PEO market.

Reporting to senior leadership, the VP of Retirement Services will lead a team of approximately 10–12 professionals and will be responsible for the effective administration, compliance, service delivery, and continued evolution of CoAd’s retirement services offering.

This role requires deep subject matter expertise across all aspects of 401(k) plan administration and recordkeeping, combined with the ability to identify opportunities to expand participation, improve the client and participant experience, and increase the strategic value of retirement services across CoAd.

Key Responsibilities

Retirement Plan Administration & Operations

•   Provide overall leadership for CoAd’s retirement services function, including the administration of the company’s MEP and developing PEP offering.

•   Ensure accurate, timely, and scalable administration of retirement plans across the existing client base.

•   Oversee recordkeeping processes, contributions, distributions, loans, eligibility, enrollment, plan changes, reconciliations, and other core plan administration activities.

•   Establish and monitor service standards, operating procedures, controls, and performance metrics.

•   Continuously evaluate processes, technology, vendors, and workflows to improve efficiency and the client and participant experience.

Compliance & Risk Management

•   Maintain strong oversight of all retirement plan compliance requirements and ensure plans are administered in accordance with applicable ERISA, IRS, Department of Labor, and other regulatory requirements.

•   Oversee annual compliance testing, governmental filings, plan audits, nondiscrimination testing, corrective actions, and other regulatory requirements.

•   Stay current on legislative and regulatory developments affecting defined contribution plans, MEPs, PEPs, and the broader retirement industry.

•   Partner with Legal, Compliance, Finance, and other internal stakeholders to effectively manage fiduciary and operational risk.

Strategy & Growth

•   Develop and execute a broader strategy for how CoAd can increase the value and impact of its retirement services capabilities.

•   Identify opportunities to increase 401(k) adoption and participant engagement within the existing client base.

•   Partner closely with Sales, Client Services, and other commercial teams to support new business opportunities and drive increased retirement plan participation.

•   Evaluate opportunities for new products, capabilities, partnerships, pricing models, technology, and service enhancements.

•   Help define CoAd’s long-term strategy for retirement services across both the PEO and non-PEO markets.

•   Monitor competitive and industry trends and translate them into actionable recommendations for CoAd.

Leadership & Team Development

•   Lead, develop, and mentor a team of approximately 10–12 retirement services professionals.

•   Build a culture of accountability, technical excellence, client service, and continuous improvement.

•   Ensure the team has the appropriate expertise, processes, and resources to support continued growth.

•   Serve as the internal subject matter expert and senior escalation point for complex retirement plan matters.

Cross-Functional Partnership

•   Collaborate with Sales to strengthen retirement services positioning and support opportunities to increase participation among existing and prospective clients.

•   Partner with Product, Technology, Operations, Finance, Legal, Compliance, and Client Services on initiatives affecting retirement services.

•   Build effective relationships with recordkeepers, trustees, investment providers, advisors, auditors, and other external partners.

•   Clearly communicate retirement plan strategy, performance, risks, and opportunities to senior leadership.

Required Skills & Experience

•   10+ years of progressive experience leading or managing 401(k), defined contribution, or retirement plan administration and recordkeeping operations, including at least 5 years leading teams, and a bachelor’s degree in business, Finance, HR, or related field; equivalent experience may be substituted for education.

•   Deep technical knowledge of the full retirement plan lifecycle, including plan design, administration, compliance, testing, distributions, contributions, eligibility, and regulatory requirements.

•   Strong working knowledge of ERISA, IRS, and Department of Labor requirements applicable to defined contribution plans.

•   Experience with Multiple Employer Plans (MEPs) required or strongly preferred; experience with Pooled Employer Plans (PEPs) highly desirable.

•   Demonstrated ability to manage an existing book of retirement plan business while maintaining strong service, compliance, and operational standards.

•   Experience leading and developing teams within a retirement services, benefits, financial services, recordkeeping, or related environment.

•   Ability to translate deep technical expertise into practical business strategy and scalable operating solutions.

•   Strong analytical, problem-solving, and decision-making capabilities.

•   Effective communicator who can work successfully with senior leaders, sales professionals, clients, advisors, vendors, and technical specialists.

•   Experience identifying opportunities to improve participant adoption, client retention, product capabilities, or revenue within a retirement services business.

Preferred Experience

•   Experience within a PEO, benefits administration, payroll, HR services, retirement recordkeeping, or financial services organization.

•   Experience developing or launching a PEP or other retirement plan product.

•   Familiarity with retirement plan technology platforms and Empower recordkeeping strongly preferred.

•   Relevant industry credentials such as QKA, QPA, CPC, CEBS, or similar retirement plan designations are a plus.

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.

CoAd is seeking a detail-oriented and analytical Billing Analyst to join our Billing team. This position supports the company's billing operations through invoice generation, billing analysis, auditing, reporting, process improvement, and revenue validation. The Billing Analyst is responsible for ensuring the accuracy and integrity of billing data while helping identify opportunities to improve processes, strengthen internal controls, and protect company revenue.

This role supports the monthly billing cycle while also participating in ongoing operational initiatives, ad hoc projects, data analysis, and continuous process improvements. The Billing Analyst works closely with internal business partners to research complex billing issues, identify root causes, implement corrective actions, and support evolving business needs. Success in this role requires curiosity, sound analytical thinking, strong attention to detail, and the ability to independently manage multiple priorities in a fast-paced environment.

This position reports to the Director of Billing and collaborates closely with Finance, Accounts Receivable, Sales, Customer Success, Operations, and other internal teams.

Essential Job Functions

·       Generate, validate, post, and distribute monthly customer invoices through Salesforce Billing.

·       Review invoices placed in exception or review status, research discrepancies, perform corrections, and ensure timely completion.

·       Perform detailed audits to identify revenue leakage, overbilling, underbilling, and billing inconsistencies.

·       Investigate billing issues to determine root causes and implement corrective actions that reduce recurring issues.

·       Analyze invoice fluctuations and research unexpected increases or decreases in customer billing.

·       Review Salesforce CPQ data as it relates to billing and validate billing outputs within Salesforce Billing.

·       Import, reconcile, and validate billing data received from internal departments and third-party data sources.

·       Audit imported usage data and ensure accurate integration with Salesforce Billing usage summaries.

·       Generate recurring and ad hoc reports to support Finance, Accounts Receivable, and operational business needs, including NSF reporting support.

·       Partner with the Accounts Receivable team by providing billing data and reporting.

·       Support ongoing operational initiatives, new business processes, and system enhancements as business needs evolve.

·       Analyze existing workflows and recommend process improvements that improve efficiency, billing accuracy, and internal controls.

·       Research operational and billing issues across multiple systems, identify trends, and recommend long-term solutions.

·       Respond to escalated billing inquiries received primarily through email from internal business partners and, when appropriate, external clients.

·       Maintain documentation of billing corrections, audit findings, procedures, and process improvements.

·       Effectively manage multiple assignments, changing priorities, and special projects while consistently meeting deadlines.

Required Skills and Experience

·       Minimum 2 years of billing, finance, accounting, revenue operations, or related analytical experience.

·       Minimum 2 years of experience using Salesforce CRM or a comparable enterprise business system.

·       Minimum 2 years of auditing, reconciliation, financial analysis, or billing validation experience.

·       Advanced proficiency in Microsoft Excel, including formulas, pivot tables, lookups, filtering, sorting, and data analysis.

·       Strong working knowledge of Microsoft 365 applications including Outlook, Teams, SharePoint, Word, and Excel.

·       Ability to independently research issues, identify root causes, and recommend practical solutions.

·       Strong analytical thinking with the ability to recognize anomalies and investigate discrepancies.

·       Ability to manage multiple priorities, adapt to changing business needs, and support new projects with minimal supervision.

·       Excellent organizational, written communication, and problem-solving skills with exceptional attention to detail.

·       Experience using AI tools effectively to improve productivity while maintaining quality and appropriate human oversight.

Preferred Experience

·       Experience with Salesforce Billing.

·       Experience reviewing Salesforce CPQ as it relates to billing.

·       Experience in subscription, SaaS, payroll, HRIS, PEO, or usage-based billing environments.

·       Experience identifying revenue leakage and implementing process improvements.

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.

About CoAd:

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

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

Position Summary:

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

Essential Job Functions:

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

Required Skills and Experience:

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

EEO

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

About CoAd:

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

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

Position Summary:

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

Essential Job Functions:

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

Required Skills and Experience:

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

EEO

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

About CoAd

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

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

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.

About CoAd:

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

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

Position Summary: 

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

Essential Job Functions:

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

Required Skills and Experience:

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

Educational and Professional Licensing or Certification Requirements:

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

EEO

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

The Relationship Manager owns CoAd’s highest-value client relationships directly — named-account retention and executive-level engagement for clients at or above the enterprise threshold ($100K+ revenue and 150+ WSE). This is an individual-contributor role built for depth, not breadth: a smaller number of large, complex accounts, each requiring the kind of executive relationship and strategic account planning that separates premium clients.

The Relationship Manager reports to the Senior Director, Enterprise Relationship Management & Revenue Expansion.

Key Responsibilities

Named-Account Ownership

•        Own retention for an assigned portfolio of enterprise-tier client relationships, with primary accountability for named-account retention and executive relationship health score.

•        Build and maintain executive-level relationships within each named account — CoAd needs a credible senior counterpart to the client’s own decision-makers.

•        Personally engage on any account showing risk signals well ahead of renewal.

•        Develop proactive cadence of communication and is primary first contact for assigned clients

Retention & Renewal

•  Own the renewal strategy and forecast for the named-account portfolio.

•  Monitor account health signals specific to the enterprise segment and escalate proactively, before renewal risk becomes irreversible.

•  Partner with Reporting & Customer Insights on account health data and early-warning indicators for named accounts. Analyzes client trends to identify opportunities where CoAd solutions would benefit client success.

•   Tracks progress of internal work being completed on behalf of the client and ensures progress reporting out to clients.

•   Coordinates client training, solutions demonstration opportunities.

Expansion & Referral

•  Identify and shepherd expansion opportunities within named accounts, referring qualified opportunities to Revenue Expansion cleanly and without diluting the retention relationship.

•  Balance expansion motion against the trust that retains the account — growth conversations should never come at the cost of the relationship.

•   Conduct client visits as necessary to ensure client stability or remedy health risks.

Required Skills & Experience

•  5+ years managing large, complex B2B client relationships, ideally in PEO, HR services, benefits, payroll, or adjacent professional services.

•  Demonstrated track record retaining and growing named accounts at the executive level.

•  Comfort leading renewal negotiations and difficult escalation conversations directly with client decision-makers.

•  Strong account planning discipline — able to build and execute a strategic plan for a named account, not just respond to inbound requests.

•  Ability to identify expansion signals and hand them to Revenue Expansion without compromising the retention relationship.

•   Proven experience presenting to and engaging with executive-level stakeholders.

•   Demonstrated ability to develop and execute customer success strategies that drive retention and expansion.

Preferred Experience

•  Experience specifically in a PEO or co-employment model.

•  Experience transitioning from a pooled or generalist account management model into a named-account coverage model.

•  Sales experience, and familiarity with client segmentation frameworks and tiered service models.

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.

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:

• Must reside in NC
• 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 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.