Regional Channel Business Consultant

Roman Health Pharmacy LLC; Irvine (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid Time Off

Holidays and Parental Leave

Short/Long Term Disability

Life Insurance

Job summary

VensureHR is seeking a Regional Channel Business Consultant to develop and implement channel strategies with partners such as insurance brokers and other influencers, aiming to grow referral revenue for PEO services. The role requires strong sales, communication, and analytical skills, with travel and independent work expected.

You will design strategies, onboard new partners, deliver partner training, and collaborate with internal teams to meet revenue goals.

Qualifications

• Two years of sales experience preferred.
• CRM tools experience (Salesforce or similar) preferred.
• Proficiency with Microsoft Office software (Outlook, Teams, Excel, Word, PowerPoint).
• Valid driver's license required for travel to client sites.

Responsibilities

• Design and execute comprehensive channel strategies to accelerate sales growth through regional partnerships.
• Cultivate and sustain relationships with channel partners (insurance brokers and influencers).
• Develop actionable business plans with partners; define milestones and drive shared revenue.
• Provide targeted training and ongoing support to partners on PEO solutions.
• Lead regular performance reviews with partners and identify growth opportunities.

Skills

Sales skills

Communication

Analytical skills

Travel willingness

Independent work

Education

High School Diploma

Tools

CRM (Salesforce)

MS Office

Job description

The Regional Channel Business Consultant is responsible for developing and implementing channel strategies with partners like insurance brokers and other centers of influence, focusing on growing referral revenue for Professional Employer Organization (PEO) services. Key responsibilities include building partner relationships, executing sales plans, providing partner training and support, and analyzing performance data to achieve sales goals.This role requires strong sales, communication, and analytical skills, with an expectation for independent work, travel, and an energetic, modern sales approach.

Essential Duties and Responsibilities

Design and executive comprehensive channel strategies to accelerate sales growth and revenue generation through regional partnerships. Cultivate and sustain high-impact relationships with channel partners – including insurance brokers and other key influencers – to foster long-term collaboration and trust. Collaborate with partners to develop actionable business plans, define success milestones, and drive execution toward shared revenue and performance goals. Deliver targeted training and ongoing support to empower channel partners with the knowledge and tools needed to effectively position and sell Vensure’s PEO solutions. Lead regular performance reviews with partners to evaluate outcomes, identify growth opportunities, and ensure alignment with strategic objectives and satisfaction benchmarks. Drive market penetration by identifying, recruiting, and onboarding new channel partners that align with Vensure’s growth strategy and values. Gather and analyze market trends and competitor activities to inform strategic decisions and continuously refine channel approaches. Partner with internal sales teams, operational departments, and executive leadership to navigate complex prospects, client, and partner engagement with agility and precision. Frequent domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation. Marginal Functions Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients. Attend webinars and training to stay up to date on best practices related to the company and department. Complete projects and other duties as assigned by supervisor.

Knowledge, Skills, and Abilities

Proactive and highly motivated individual with a strong focus on achieving new business goals Demonstrated ability to drive revenue growth and exceed sales targets Exceptional negotiation and closing skills with the ability to influence key stakeholders Understanding and consistent execution of sales methodologies, strategies, and best practices Knowledge of Customer Relationship Management (CRM) systems and tools In-depth understanding of the company's products or services Excellent verbal and written communication skills for effective collaboration and presentations Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment Ability to define problems, collect and interpret data, establish facts, and draw valid conclusions to perform key responsibilities Ability to represent and display a professional style, pride and adhere to corporate policies and procedures. Perform with sound business ethics and a high standard of performance while pursuing established goals Uphold the highest standards of confidentiality and privacy in all aspects of the role Flexibility to adjust strategies based on market changes and business needs Strong ability to work cross functionally with other departments Commitment to understanding and meeting customer needs.

Education & Experience

High School Diploma or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs) preferred. At least two years' sales experience preferred. Previous experience and proficiency with CRM tools (Salesforce or similar) preferred. Proficiency with Microsoft Office software (Outlook, Microsoft Teams, Excel, Word, PowerPoint) and demonstrated ability to learn other applications as needed. This role requires a valid, non-restrictive driver's license as it involves regular travel to client sites and company locations.

Required Licenses and/or Certifications

None

Physical, Mental, & Communication Demands

Physical Demands Sedentary Work: Occasionally involves sitting for extended periods, often at a desk or computer. Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment. Mobility: Frequent travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients. Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials. Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies.

Mental Demands Strategic Thinking: High level of concentration required to develop and implement sales strategies. Decision Making: Ability to make quick, informed decisions based on data and market conditions. Attention to Detail: High level of accuracy needed for managing client sales presentations, reports and communications. Problem-Solving: Continuous need to identify and resolve issues that may impact sales performance. Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines. Stress Management: Ability to handle high-pressure situations calmly and effectively, especially when dealing with client concerns.

Communication Demands Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors. Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity. Written Communication: Prepare clear and concise documentation, including emails and notes. Verbal Communication: Conduct presentations and employee training sessions; provide clear instructions and support to clients, employees and managers. Presentation Skills: Proficiency in presenting sales strategies and performance reports to executive leadership and stakeholders. Environmental Conditions Primarily will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. May work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events.

Disclaimer This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise. Employment remains "at will".

This position is eligible for the following benefits:

• Health Insurance: Medical, dental, and vision coverage
• Retirement Plan: 401(k) with company match
• Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law
• Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance.

No matter what size your business is, VensureHR offers comprehensive HR and technology services such as payroll, employee benefits, compliance, and recruiting.

$75,000 - $95,000 a year