Lead, HR Services Sales

Job Description

Lead, HR Services Sales

P3

Summary/objective

The Lead, HR Services Sales plays a pivotal role in driving sales success within our organization. This individual is responsible for building and maintaining relationships with isolved's diverse client base. The Lead, HR Services Sales adds value to the isolved experience by sharing relevant industry news, asking insightful questions and offering HR solutions that save your clients' time, money and frustration. A lead inspires positive communication within the team and works collaboratively to achieve goals. As a trusted advisor, active contributions are expected to the company's sales success in a professional, deliberate and quantifiable manner.

Core Job Duties

• Develop a thorough understanding of isolved's HR offerings.
• Proactively assess, clarify and validate your clients' needs by consistenly doing the activity metrics.
• Upsell clients while maintaining the feelings of goodwill that create clients for life.
• Collaborate with support/operations to ensure clients have a great experience.
• Collaborate and refer to core/strategic cam partners and 401k team appropriate leads.
• Develop sales strategies and tactics aligned with overall company objectives.
• Analyze sales data and metrics to identify trends and opportunities.
• Motivate and coach team members to improve performance.
• Act as the point of contact for team members as it pertains to role and department process, escalations and ongoing training.

Job Complexity

Has substantial understanding of the job and contributes to the development of concepts and techniques. Applies knowledge and skills to complete complex tasks in creative and effective ways.

Interaction

Consistently works on complex assignments requiring independent action and a high degree of initiative to resolve issues. Makes recommendations for new procedures.

Supervision

Acts independently to determine methods and procedures on new assignments. Exercises initiative and judgement in completing recurring assignments. Often acts as a facilitator and team leader.

Experience

Typically requires a minimum of 6+ years of related experience.

Scope

N/A

Discretion

N/A

Minimum Qualifications

• A high school diploma or equivalent is required; a bachelor's degree in business, human resources, finance, or a related field is preferred.
• At least 3-5 years of experience in sales, account management, or client services, preferably within HCM technology, financial services, or a related industry.
• Proven ability to consult with clients, identify needs, and effectively sell solutions that drive business value.
• Strong understanding of industry-specific concepts, regulations, and best practices relevant to the role.
• Excellent written and verbal communication skills with the ability to engage clients and simplify complex topics.
• Demonstrated success in building and maintaining client relationships while identifying upsell and cross-sell opportunities.
• Experience working with CRM systems and sales enablement tools.
• Ability to work independently while collaborating effectively with internal teams to ensure client success.
• Results-driven mindset with a passion for delivering an outstanding customer experience.
• Adaptability to a fast-paced, evolving sales environment with a commitment to continuous learning and improvement.

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds.

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

Any

Effective Date

02/03/2025

Internal Job Title

Lead, HR Services Sales

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

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