Careers at CoAd

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.

As part of our recent rebrand to CoAd, we’re energized by what’s ahead — a bold new chapter built on more than 30 years of workforce management expertise, reimagined for how businesses want to work today. We’re looking for our next HCM Sales Executive to help us bring that story to market. The Sales Executive’s primary mission is new business development: relentlessly prospecting, identifying, and engaging net-new customers through outbound calls, strategic visits, and targeted outreach. Sales Executives are hunters at the forefront of winning new logos, showcasing CoAd’s innovative products through compelling technical presentations and demonstrations. Unlike many competitors, CoAd does not segment territories by employee count — Sales Executives can pursue opportunities of any size, giving them expansive territories and the freedom to build and grow their own market.

At CoAd, we are seeking those excited to build, create, and innovate. We are problem-solvers who move quickly, collaborate with agility and differentiate through people, purpose and commitment!

Responsibilities:

• Sell technical services, products, and systems to meet and exceed new-business sales targets, with new-logo acquisition as the primary measure of success
• These targets are driven by new logos generated through cold calling and COI relationships
• Identify and engage potential new customers through strategic visits and calls
• Create and conduct technical presentations and demos to showcase current and future products
• Utilize technical expertise to understand and gather customer requirements, prepare specifications, and generate quotes
• Address technical objections and concerns from prospective customers throughout the sales cycle
• Partner with internal technical and marketing teams to offer suggestions for product enhancements
• Own an expansive, unsegmented sales territory — with no restrictions on prospect company size — and take full initiative to build and grow your own market through outbound calling, referrals, and personal and professional networks
• Represent CoAd at trade shows, industry conferences, and networking events to build a pipeline of new business opportunities
• Meet or exceed quarterly and annual new-business sales quotas for your assigned territory
• Consistently build and manage a robust pipeline of net-new prospects to ensure predictable, sustained new-logo growth

Qualifications:

• Bachelor's degree in a related field (preferred)
• 1-3 years of relevant experience selling in the HCM industry or in technical sales
• Ability to prospect for new logos utilizing CRM software like ZoomInfo and Salesforce.com, as well as presentation tools
• Ability to strategically build new COI relationships from the ground up, leveraging them as a consistent source of net-new referral business and warm introductions
• Skilled in cold calling techniques to initiate contact with potential clients
• Proven ability to identify and acquire new customers through targeted strategies
• Skilled in both inside and outside sales, closing deals remotely and in person
• Skill in delivering dynamic product demos that showcase key features and benefits
• Proficient in strategic prospecting methods to identify and qualify potential leads
• Ability to prepare accurate quotations based on customer requirements and market conditions
• Self-starter with a persistent, resilient mindset who can sustain high daily outbound activity and cold call without fear of rejection
• Proven track record of meeting or exceeding new-business sales quotas in a competitive, quota-driven environment

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.

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.

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

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

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 is seeking an experienced Senior Product Manager to help define, build, and scale innovative HCM solutions that deliver measurable customer and business value. This role is ideal for a product leader who combines strategic thinking with strong execution capabilities and thrives in a fast-paced SaaS environment.

As a Senior Product Manager, you will own a significant product domain, guiding product strategy, customer discovery, roadmap planning, and delivery execution. You will work closely with Engineering, UX, Architecture, AI, Customer Success, Operations, and business stakeholders to create exceptional customer experiences while driving product adoption, revenue growth, and competitive differentiation.

We are looking for a product professional who is passionate about understanding customer problems, leveraging data and AI-driven insights, and translating business objectives into high-impact product outcomes

What You'll Own

·   Product strategy and roadmap ownership for a key HCM product domain.

·   Customer discovery, market research, and problem validation activities.

·   Prioritization of product investments aligned to customer and business outcomes.

·   Cross-functional delivery leadership across Engineering, UX, QA, and Architecture.

·   AI-enabled product innovation opportunities that improve customer experience and operational efficiency.

·   Product KPI tracking, adoption measurement, and continuous improvement initiatives.

·   Mentorship and guidance of Product Managers and cross-functional partners as needed

Key Responsibilities

Product Strategy & Roadmap

·   Define and execute product strategies that align with company objectives and market opportunities.

·   Develop and maintain outcome-focused product roadmaps that balance customer needs, technical modernization, compliance requirements, and growth initiatives.

·   Build business cases and prioritize investments based on customer value, strategic impact, and ROI.

·   Partner with Product Leadership to translate company goals into actionable product initiatives.

Customer Discovery & Market Insights

·   Conduct customer interviews, user research, and competitive analysis to identify product opportunities.

·   Analyze customer feedback, support trends, usage data, and market developments to inform prioritization.

·   Serve as the voice of the customer throughout product planning and delivery.

·   Develop a deep understanding of HCM, payroll, benefits, workforce management, and employee experience workflows.

Product Delivery & Execution

·   Partner closely with Engineering, BA, QA, UX, and Architecture teams to deliver high-quality product capabilities.

·   Write clear product requirements, user stories, acceptance criteria, and success metrics.

·   Maintain a well-prioritized and sprint-ready backlog.

·   Lead refinement sessions, clarify requirements, manage trade-offs, and remove delivery obstacles.

·   Support launch planning, UAT, and release readiness activities to ensure successful product adoption.

AI-Enabled Innovation

·   Leverage AI tools and methodologies to improve product discovery, delivery efficiency, and decision-making.

·   Identify opportunities to embed AI-powered capabilities into customer-facing products.

·   Partner with AI and Engineering teams to deliver innovative solutions that create measurable customer outcomes and competitive advantage.

Measurement & Product Performance

·   Define and monitor product success metrics, including feature adoption, customer engagement, operational efficiency, and business impact.

·   Analyze product performance and recommend enhancements based on data and customer feedback.

·   Communicate product outcomes, roadmap progress, risks, and recommendations to stakeholders and leadership.

·   Ensure product investments remain focused on delivering measurable value.

Cross-Functional Leadership

·   Build strong partnerships across Product, Engineering, Operations, Sales, Customer Success, Marketing, and Finance.

·   Facilitate alignment around priorities, trade-offs, and strategic decisions.

·   Influence without authority while driving accountability and execution across teams.

·   Present product strategies and complex decisions in a clear, business-focused manner.

Required Skills & Experience

·   6-8 years of progressive Product Management experience with ownership of product strategy, roadmap development, and delivery execution.

·   Experience within HCM, payroll, benefits administration, workforce management, fintech, or other complex B2B SaaS environments.

·   Demonstrated success leading cross-functional product initiatives from discovery through launch and optimization.

·   Experience using AI tools and practices to improve product management workflows and deliver AI-enabled capabilities.

·   Strong customer discovery, requirements writing, and stakeholder management skills.

·   Excellent analytical, problem-solving, and prioritization abilities.

·   Strong understanding of Agile product development methodologies and software development lifecycles.

·   Ability to translate customer and business needs into scalable product solutions.

·   Strong verbal, written, and presentation communication skills.

Preferred Experience

·   Experience with payroll, benefits administration, HR compliance, PEO, ASO, or broader HCM platforms.

·   Experience working within high-growth or private equity-backed technology organizations.

·   Experience mentoring Product Managers or leading product initiatives across multiple teams.

·   Experience with product analytics, experimentation, and outcome-based product management.

·   Bachelor’s degree in Business, Technology, Engineering, or a related field; advanced degree preferred.