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Client Executive - Human Resource Consulting

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OneDigital

2mo ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    People, HR & Administration
  • Charlotte
  • Quick Apply

AI generated summary

  • You need 5+ years in HR management, excellent communication skills, consultative selling experience, proficiency in Microsoft Office and CRM systems, and C-suite influence ability.
  • You will identify and close new business, collaborate with marketing, educate clients, manage relationships, create proposals, resolve issues, and foster teamwork for client satisfaction and retention.

Requirements

  • Must possess the ability to forecast opportunities and penetrate new business on a daily basis
  • Possess excellent written and verbal communication skills
  • Ability to articulate the company’s value proposition and capabilities
  • Must be PC proficient and familiar with database applications, Microsoft Office, and contact management tools
  • Have a great attitude, strong work ethic, be ethical, and punctual
  • Have the ability to thrive in a fast-paced environment
  • Possess highly effective consultative selling skills
  • Ability to work in a team environment
  • Organizational skills and ability to multi-task prioritize and achieve sales objectives
  • A minimum of 5 years HR management with strategic experience required. Bachelor’s degree in Human Resources or Business Administration preferred
  • Experience selling ideas and influencing C-suite executives required
  • SHRM-SCP and/or HRCI-SPHR certifications are highly desirable
  • Must have experience or demonstrated aptitude of HRC sales process and tools
  • Must be proficient in database applications and management
  • Advanced skills in Microsoft Office applications, CRM systems and video conferencing technology, specifically Zoom and Microsoft Teams, are required. Experience with social media tools is preferred. Demonstrated ability to learn new technology systems
  • Bachelor’s degree, preferred

Responsibilities

  • Identify, prospect, and close new business via networking sources and organic prospects. Establish and develop referral sources, attend association events and meetings, and nurture vendor relationships to drive sales. Expected to meet quarterly and annual revenue goals.
  • Partner with marketing team to seek out, develop and execute opportunities that support new business development and client retention activities to include participation in sales campaigns, presentations, webinars, articles, blog posts, collateral, trainings, whitepapers, alerts and public speaking opportunities. Pursue opportunities to provide thought leadership, education and HR expertise that grows OneDigital’s brand awareness.
  • Work closely with OneDigital colleagues to strategically identify, nurture and cultivate prospects and new markets for solicitation of new business. Proactively learn and promote OneDigital services.
  • Educate prospects on business trends, compliance, products evolution, and company value proposition, with the intent to bolster OneDigital client retention and facilitate prospective new HRC sales. Respond to prospect inquiries and facilitate a successful sales process with clear priorities, determine services and appropriate service plans.
  • Foster and work closely with HRC colleagues to ensure high client satisfaction, improve services and supportive processes. Meet annual sales goals and lead efforts to develop HRC products and services. Conduct periodic check-ins with clients and colleagues to ensure needs are being met and clients feels connected to our broad team and OneDigital.
  • Create proposals and respond to Requests for Proposal (RFPs). Negotiate agreement terms with Principal approval that meet margin requirements and lead to successful outcomes for clients, colleagues and OneDigital. Manage a sales pipeline documenting activities in OneDigital’s CRM technologies.
  • Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals.
  • Work with colleagues supervising staff to manage escalated client issues to successful resolution and assist in facilitating client communication and reassignments as required.
  • Proactively seek ongoing knowledge expertise in the HR environment as well as general business trends and practices; share expertise with others. Use knowledge to respond to prospect questions and strategize HR solutions to meet their needs.
  • Actively engage with OneDigital colleagues across the company to build relationships and develop ideas that create business development opportunities and strengthen client retention.
  • Intentionally model behavioral competencies and OneDigital values, demonstrating what expected performance looks like of HRC team members.
  • Actively participate in OneDigital culture and relationship building initiatives across all business lines through active engagement, meeting attendance and by providing leadership, thought partnership, expertise, and open communication.

FAQs

What is the role of a Client Executive in Human Resource Consulting?

The Client Executive is responsible for developing new HR consulting business opportunities, closing sales to meet annual sales goals, assessing client needs, and implementing solutions to exceed engagement results while fostering client relationships.

What qualifications are required for this position?

A minimum of 5 years of HR management experience with strategic experience is required, along with a preferred Bachelor’s degree in Human Resources or Business Administration. Experience selling ideas and influencing C-suite executives is also necessary.

Are there specific certifications that are preferred for this role?

Yes, SHRM-SCP and/or HRCI-SPHR certifications are highly desirable for this position.

What kind of sales experience is required?

Candidates must have experience with the HRC sales process and tools, as well as a proven track record of selling ideas and influencing C-suite executives.

Is travel required for this position?

Yes, the role may require travel as requested to support clients and OneDigital.

What skills are important for a Client Executive?

Important skills include excellent written and verbal communication, consultative selling skills, strong organizational abilities, and the capacity to thrive in a fast-paced environment.

How does OneDigital demonstrate its commitment to diversity and inclusion?

OneDigital is committed to cultivating a culture that celebrates diversity, ensuring that all individuals feel seen, valued, respected, and supported, which is fundamental to their core values and business goals.

What kind of support does OneDigital offer regarding benefits?

OneDigital offers health, wellbeing, retirement benefits, paid time off, and reimbursement of job-related expenses, among other financial benefits.

How does OneDigital define its company culture?

OneDigital promotes a "people-first" culture that emphasizes growth, support, and authenticity among its team members, where diversity is celebrated and everyone can be their true selves.

Is there an opportunity for professional development?

Yes, OneDigital provides robust learning and development programs to help employees grow in their careers.

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OneDigital

Fierce Advocates of Health, Success and Financial Security

Consulting
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.