Build a stronger sales pipeline by creating qualified opportunities through relationships, outreach, and referral partnerships.

Develop and maintain relationships with prospective clients, referral partners, brokers, accountants, financial professionals, and community organizations
Generate qualified leads and set introductory meetings for the sales team using proactive outreach and networking
Build strategic referral partnerships to expand the business network and drive ongoing opportunities
Conduct outreach via cold calling, email campaigns, LinkedIn engagement, networking events, and community involvement
Identify opportunities across Payroll, Human Capital Management (HCM), Human Resources Consulting, Insurance, and PEO services
Work closely with sales and marketing leadership to support pipeline growth initiatives
Coordinate discovery meetings between qualified prospects and sales representatives
Nurture relationships with consistent follow-up and ongoing communication
Represent the company at chamber events, trade associations, business functions, and networking events
Track outreach, relationships, leads, and opportunities in the CRM system
Support cross-selling and expansion opportunities within existing client relationships
Stay current on workforce trends, payroll industry developments, compliance issues, and competitive offerings

Enjoy meeting new people and building professional relationships
Ability to open doors and create business opportunities
Proactive, self-motivated, and highly organized
Excellent communication and networking skills
Consistent follow-through and ability to manage multiple priorities
Comfort engaging with business owners, executives, and community leaders
Skill in uncovering business challenges and connecting prospects with solutions
Bachelor’s degree in Business, Marketing, Communications, Human Resources, or a related field preferred; equivalent experience considered
2+ years of experience preferred in business development, lead generation, relationship management, networking, or a similar role
Strong preference for experience in payroll, HR services, PEO, benefits, staffing, banking, insurance, or other professional services industries
Experience using CRM systems, LinkedIn, Microsoft Office, and virtual communication tools
Valid driver’s license and ability to travel locally for meetings, networking events, and community activities

Competitive compensation and benefits package
Relationship-focused role without pressure of closing sales
Collaborative team environment with support from sales and marketing leadership
Opportunity to build a broad professional network within the business community
Meaningful work supporting organizations with payroll, HR, compliance, and workforce management solutions

Business Development Specialist

Job Description