Sales Consultant jobs at CBIZ

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Studio+ Sales Transformation - Senior** We are seeking an experienced and results-driven Senior Consultant to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash/Lead-to-order process areas as well as your industry expertise to deliver complex, client engagements to drive our clients' success. Whether you're helping a client define their customer segmentation, sales coverage model, or defining the sales process that will inform a technology implementation, you will work on a dynamic mix of projects helping our clients solve some of their most pressing issues designing and implementing the future of sales. On this team, you'll have the unique opportunity to imagine the future as well as create it, where you can craft ideas and implement them for our clients. **Your key responsibilities** As a Senior Consultant, you will participate in the design and implementation phases of client projects. Daily, you will support or lead analyses and work product development on a client-facing team. You will conduct qualitative and quantitative research, synthesize findings, and formulate recommendations to support client goals and objectives. Key responsibilities include: + Conduct internal and external research on leading practices for B2C and B2B sales organizations + Lead client stakeholder interviews to understand the business landscape and identify opportunities for improvement + Document sales processes and the enabling technology that supports each process + Prepare materials and facilitate client workshops + Collaborate with client executives to assess sales strategies, capabilities, processes, and technologies to identify opportunities for improvement + Support the assessment and implementation of enterprise sales technology platforms and tools (e.g., CRM, CPQ tools, CLM tools) + Mentor junior team members, fostering a culture of growth, collaboration, and innovation. + Stay ahead of emerging trends in sales operating models, customer experience, sales technologies, and AI. **Consulting Services - Sales Transformation Senior** **To qualify for the role, you must have** + Bachelor's degree required (4-year degree) bachelor's degree in marketing, Business Administration, Data Analytics, or a related field; MBA or equivalent can also be considered + 3+ years of work experience in consulting or industry position with a focus on commercial functions or related technologies (e.g., Marketing, Sales, Sales Operations, Pricing) + Experience effectively prioritizing workload to meet deadlines and work objectives. + Problem solving and troubleshooting skills with experience exercising mature judgment in both internal and client-facing situations. + Demonstrated experience delivering work in core consulting competencies such as workshop planning and coordination, leading practice research, current state assessment, gap analysis, future state roadmap definition + Possess advanced analytical and collaborative problem-solving skills and demonstrate the ability to conceptualize components of a business issue to aid in the analysis and definition of solutions. + Excellent presentation skills, and the ability to communicate complex technical concepts simply and effectively to all audiences + Strong interpersonal and leadership skills and a desire to build teams + Ability to use Microsoft Suite programs + A valid passport and US driver's license; willingness and ability to travel estimated 50-80% both domestically and internationally. **Skills and attributes for success** + Demonstrated experience working in teams that require collaboration across business or technology functions engaged in the lead-to-cash process (e.g., marketing, sales, pricing, order management, finance) + Knowledge of B2C and B2B sales environments including common roles within a sales organization, core components of a sales process, tools utilized by a sales organization, and KPIs typically measured + Knowledge of sales leading practices, processes and technologies to help drive customer-centric solutions for helping clients reinvent their future state sales strategy. + Understanding sales solutions (CRM, CPQ, CLM) and working with clients to assess their current digital technology maturity, identify gaps and shape a comprehensive end-to-end sales technology roadmap. + Understanding of delivering end-to-end technology programs from inception to go-live and ability to bring lessons learned to accelerate our ability to successfully deliver engagements. + Knowledge of key trends and associated technical capabilities to liaise with both business and IT stakeholders around management of the overall sales strategy, processes and needed technologies. + Ability to foster an innovative and inclusive team-oriented work environment. You'll play an active role in counselling and mentoring staff consultants within the organization by providing structured, on-the-job feedback and creating meaningful experiences to develop your core consulting skills. **Ideally, you'll also have** + Basic technical knowledge of key Sales CRM technology solutions (e.g.,. Salesforce.com, Microsoft Dynamics); CPQ technology solutions (e.g., PROS, SFDC CPQ, Oracle CPQ); and CLM technology solutions (e.g., Conga, SirionLabs, Docusign, etc.) and experience implementing such solutions for clients across different industries. Certification in any of the above technologies is a plus. + Familiarity with AI use cases that support sales functions + Working knowledge of agile delivery methodology or experience working in a team that operates in an agile fashion + Awareness of industry trends, best practices and technological innovations to refine/evolve sales strategies accordingly. **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including the ability to think strategically, execute tactically, and engage collaboratively with a wide range of business stakeholders. You should be passionate about driving change and innovation, possess strong leadership qualities, and have the capacity to deliver complex projects with a focus on results and client satisfaction. Individuals who bring a collaborative, team-oriented working style and are used to delivering projects that engage multiple business or technology functions excel on our sales transformation projects. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax rules. As a Sales and Use Tax Senior, assigned to EY's Sales and Use Tax Lookback Review Center of Excellence (COE), we'll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. In this role, you can expect the support of some of the most engaging colleagues around, committed to developing you, and providing plenty of opportunities to progress your career. **The opportunity** Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. **Your key responsibilities** It's fair to say there's no average day for a Sales and Use Tax Senior in the Sales and Use Tax Lookback Review COE - so you're likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. **Skills and attributes for success** + Researching our clients' business operations and building long-lasting relationships with them + Identifying applicable sales and use tax exemptions and exclusions + Identifying potential overpayment opportunities or risks and communicating these to our clients + Monitoring current tax law changes, to maintain your credibility as a trusted advisor + Developing clear, intelligent plans and approaches for sales and use tax recoveries + Preparing and defending sales and use tax refund claims + Participating on a motivated team of professionals + Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential **To qualify for the role, you must have** + A bachelor's degree in Accounting, Finance, Business or a related discipline + Professional knowledge in a broad range of sales and use tax processes, concepts and tools + A proven record of excellence in a professional services or tax organization + Technical writing and research experience in a tax context + The ability to prioritize when working on multiple complex projects + Strong influencing skills, and the confidence to question existing processes + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** + An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation, CMI designation, or the ability to sit for a state bar **What we look for** We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: + Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools + Preparing for and leading Discovery workshops to document and validate detailed user stories + Addressing sales planning and/or sales compensation issues across different business sectors + Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support + Acting in a mentoring capacity to support the career development of other colleagues + Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. + Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required + Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience + Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions + Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve + Limited immigration sponsorship may be available + Bachelor's Degree (BS or BA) Preferred + Previous "Big 4" experience + Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) + Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Sales Performance Management Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: * Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment * Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools * Preparing for and leading Discovery workshops to document and validate detailed user stories * Addressing sales planning and/or sales compensation issues across different business sectors * Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support * Acting in a mentoring capacity to support the career development of other colleagues * Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. * Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required * Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience * Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions * Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve * Limited immigration sponsorship may be available * Bachelor's Degree (BS or BA) Preferred * Previous "Big 4" experience * Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) * Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 304726 Job ID 304726

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Studio+ Sales Transformation - Senior** We are seeking an experienced and results-driven Senior Consultant to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash/Lead-to-order process areas as well as your industry expertise to deliver complex, client engagements to drive our clients' success. Whether you're helping a client define their customer segmentation, sales coverage model, or defining the sales process that will inform a technology implementation, you will work on a dynamic mix of projects helping our clients solve some of their most pressing issues designing and implementing the future of sales. On this team, you'll have the unique opportunity to imagine the future as well as create it, where you can craft ideas and implement them for our clients. **Your key responsibilities** As a Senior Consultant, you will participate in the design and implementation phases of client projects. Daily, you will support or lead analyses and work product development on a client-facing team. You will conduct qualitative and quantitative research, synthesize findings, and formulate recommendations to support client goals and objectives. Key responsibilities include: + Conduct internal and external research on leading practices for B2C and B2B sales organizations + Lead client stakeholder interviews to understand the business landscape and identify opportunities for improvement + Document sales processes and the enabling technology that supports each process + Prepare materials and facilitate client workshops + Collaborate with client executives to assess sales strategies, capabilities, processes, and technologies to identify opportunities for improvement + Support the assessment and implementation of enterprise sales technology platforms and tools (e.g., CRM, CPQ tools, CLM tools) + Mentor junior team members, fostering a culture of growth, collaboration, and innovation. + Stay ahead of emerging trends in sales operating models, customer experience, sales technologies, and AI. **Consulting Services - Sales Transformation Senior** **To qualify for the role, you must have** + Bachelor's degree required (4-year degree) bachelor's degree in marketing, Business Administration, Data Analytics, or a related field; MBA or equivalent can also be considered + 3+ years of work experience in consulting or industry position with a focus on commercial functions or related technologies (e.g., Marketing, Sales, Sales Operations, Pricing) + Experience effectively prioritizing workload to meet deadlines and work objectives. + Problem solving and troubleshooting skills with experience exercising mature judgment in both internal and client-facing situations. + Demonstrated experience delivering work in core consulting competencies such as workshop planning and coordination, leading practice research, current state assessment, gap analysis, future state roadmap definition + Possess advanced analytical and collaborative problem-solving skills and demonstrate the ability to conceptualize components of a business issue to aid in the analysis and definition of solutions. + Excellent presentation skills, and the ability to communicate complex technical concepts simply and effectively to all audiences + Strong interpersonal and leadership skills and a desire to build teams + Ability to use Microsoft Suite programs + A valid passport and US driver's license; willingness and ability to travel estimated 50-80% both domestically and internationally. **Skills and attributes for success** + Demonstrated experience working in teams that require collaboration across business or technology functions engaged in the lead-to-cash process (e.g., marketing, sales, pricing, order management, finance) + Knowledge of B2C and B2B sales environments including common roles within a sales organization, core components of a sales process, tools utilized by a sales organization, and KPIs typically measured + Knowledge of sales leading practices, processes and technologies to help drive customer-centric solutions for helping clients reinvent their future state sales strategy. + Understanding sales solutions (CRM, CPQ, CLM) and working with clients to assess their current digital technology maturity, identify gaps and shape a comprehensive end-to-end sales technology roadmap. + Understanding of delivering end-to-end technology programs from inception to go-live and ability to bring lessons learned to accelerate our ability to successfully deliver engagements. + Knowledge of key trends and associated technical capabilities to liaise with both business and IT stakeholders around management of the overall sales strategy, processes and needed technologies. + Ability to foster an innovative and inclusive team-oriented work environment. You'll play an active role in counselling and mentoring staff consultants within the organization by providing structured, on-the-job feedback and creating meaningful experiences to develop your core consulting skills. **Ideally, you'll also have** + Basic technical knowledge of key Sales CRM technology solutions (e.g.,. Salesforce.com, Microsoft Dynamics); CPQ technology solutions (e.g., PROS, SFDC CPQ, Oracle CPQ); and CLM technology solutions (e.g., Conga, SirionLabs, Docusign, etc.) and experience implementing such solutions for clients across different industries. Certification in any of the above technologies is a plus. + Familiarity with AI use cases that support sales functions + Working knowledge of agile delivery methodology or experience working in a team that operates in an agile fashion + Awareness of industry trends, best practices and technological innovations to refine/evolve sales strategies accordingly. **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including the ability to think strategically, execute tactically, and engage collaboratively with a wide range of business stakeholders. You should be passionate about driving change and innovation, possess strong leadership qualities, and have the capacity to deliver complex projects with a focus on results and client satisfaction. Individuals who bring a collaborative, team-oriented working style and are used to delivering projects that engage multiple business or technology functions excel on our sales transformation projects. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax rules. As a Sales and Use Tax Senior, assigned to EY's Sales and Use Tax Lookback Review Center of Excellence (COE), we'll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. In this role, you can expect the support of some of the most engaging colleagues around, committed to developing you, and providing plenty of opportunities to progress your career. **The opportunity** Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. **Your key responsibilities** It's fair to say there's no average day for a Sales and Use Tax Senior in the Sales and Use Tax Lookback Review COE - so you're likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. **Skills and attributes for success** + Researching our clients' business operations and building long-lasting relationships with them + Identifying applicable sales and use tax exemptions and exclusions + Identifying potential overpayment opportunities or risks and communicating these to our clients + Monitoring current tax law changes, to maintain your credibility as a trusted advisor + Developing clear, intelligent plans and approaches for sales and use tax recoveries + Preparing and defending sales and use tax refund claims + Participating on a motivated team of professionals + Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential **To qualify for the role, you must have** + A bachelor's degree in Accounting, Finance, Business or a related discipline + Professional knowledge in a broad range of sales and use tax processes, concepts and tools + A proven record of excellence in a professional services or tax organization + Technical writing and research experience in a tax context + The ability to prioritize when working on multiple complex projects + Strong influencing skills, and the confidence to question existing processes + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** + An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation, CMI designation, or the ability to sit for a state bar **What we look for** We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Studio+ Sales Transformation - Senior** We are seeking an experienced and results-driven Senior Consultant to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash/Lead-to-order process areas as well as your industry expertise to deliver complex, client engagements to drive our clients' success. Whether you're helping a client define their customer segmentation, sales coverage model, or defining the sales process that will inform a technology implementation, you will work on a dynamic mix of projects helping our clients solve some of their most pressing issues designing and implementing the future of sales. On this team, you'll have the unique opportunity to imagine the future as well as create it, where you can craft ideas and implement them for our clients. **Your key responsibilities** As a Senior Consultant, you will participate in the design and implementation phases of client projects. Daily, you will support or lead analyses and work product development on a client-facing team. You will conduct qualitative and quantitative research, synthesize findings, and formulate recommendations to support client goals and objectives. Key responsibilities include: + Conduct internal and external research on leading practices for B2C and B2B sales organizations + Lead client stakeholder interviews to understand the business landscape and identify opportunities for improvement + Document sales processes and the enabling technology that supports each process + Prepare materials and facilitate client workshops + Collaborate with client executives to assess sales strategies, capabilities, processes, and technologies to identify opportunities for improvement + Support the assessment and implementation of enterprise sales technology platforms and tools (e.g., CRM, CPQ tools, CLM tools) + Mentor junior team members, fostering a culture of growth, collaboration, and innovation. + Stay ahead of emerging trends in sales operating models, customer experience, sales technologies, and AI. **Consulting Services - Sales Transformation Senior** **To qualify for the role, you must have** + Bachelor's degree required (4-year degree) bachelor's degree in marketing, Business Administration, Data Analytics, or a related field; MBA or equivalent can also be considered + 3+ years of work experience in consulting or industry position with a focus on commercial functions or related technologies (e.g., Marketing, Sales, Sales Operations, Pricing) + Experience effectively prioritizing workload to meet deadlines and work objectives. + Problem solving and troubleshooting skills with experience exercising mature judgment in both internal and client-facing situations. + Demonstrated experience delivering work in core consulting competencies such as workshop planning and coordination, leading practice research, current state assessment, gap analysis, future state roadmap definition + Possess advanced analytical and collaborative problem-solving skills and demonstrate the ability to conceptualize components of a business issue to aid in the analysis and definition of solutions. + Excellent presentation skills, and the ability to communicate complex technical concepts simply and effectively to all audiences + Strong interpersonal and leadership skills and a desire to build teams + Ability to use Microsoft Suite programs + A valid passport and US driver's license; willingness and ability to travel estimated 50-80% both domestically and internationally. **Skills and attributes for success** + Demonstrated experience working in teams that require collaboration across business or technology functions engaged in the lead-to-cash process (e.g., marketing, sales, pricing, order management, finance) + Knowledge of B2C and B2B sales environments including common roles within a sales organization, core components of a sales process, tools utilized by a sales organization, and KPIs typically measured + Knowledge of sales leading practices, processes and technologies to help drive customer-centric solutions for helping clients reinvent their future state sales strategy. + Understanding sales solutions (CRM, CPQ, CLM) and working with clients to assess their current digital technology maturity, identify gaps and shape a comprehensive end-to-end sales technology roadmap. + Understanding of delivering end-to-end technology programs from inception to go-live and ability to bring lessons learned to accelerate our ability to successfully deliver engagements. + Knowledge of key trends and associated technical capabilities to liaise with both business and IT stakeholders around management of the overall sales strategy, processes and needed technologies. + Ability to foster an innovative and inclusive team-oriented work environment. You'll play an active role in counselling and mentoring staff consultants within the organization by providing structured, on-the-job feedback and creating meaningful experiences to develop your core consulting skills. **Ideally, you'll also have** + Basic technical knowledge of key Sales CRM technology solutions (e.g.,. Salesforce.com, Microsoft Dynamics); CPQ technology solutions (e.g., PROS, SFDC CPQ, Oracle CPQ); and CLM technology solutions (e.g., Conga, SirionLabs, Docusign, etc.) and experience implementing such solutions for clients across different industries. Certification in any of the above technologies is a plus. + Familiarity with AI use cases that support sales functions + Working knowledge of agile delivery methodology or experience working in a team that operates in an agile fashion + Awareness of industry trends, best practices and technological innovations to refine/evolve sales strategies accordingly. **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including the ability to think strategically, execute tactically, and engage collaboratively with a wide range of business stakeholders. You should be passionate about driving change and innovation, possess strong leadership qualities, and have the capacity to deliver complex projects with a focus on results and client satisfaction. Individuals who bring a collaborative, team-oriented working style and are used to delivering projects that engage multiple business or technology functions excel on our sales transformation projects. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax rules. As a Sales and Use Tax Senior, assigned to EY's Sales and Use Tax Lookback Review Center of Excellence (COE), we'll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. In this role, you can expect the support of some of the most engaging colleagues around, committed to developing you, and providing plenty of opportunities to progress your career. **The opportunity** Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. **Your key responsibilities** It's fair to say there's no average day for a Sales and Use Tax Senior in the Sales and Use Tax Lookback Review COE - so you're likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. **Skills and attributes for success** + Researching our clients' business operations and building long-lasting relationships with them + Identifying applicable sales and use tax exemptions and exclusions + Identifying potential overpayment opportunities or risks and communicating these to our clients + Monitoring current tax law changes, to maintain your credibility as a trusted advisor + Developing clear, intelligent plans and approaches for sales and use tax recoveries + Preparing and defending sales and use tax refund claims + Participating on a motivated team of professionals + Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential **To qualify for the role, you must have** + A bachelor's degree in Accounting, Finance, Business or a related discipline + Professional knowledge in a broad range of sales and use tax processes, concepts and tools + A proven record of excellence in a professional services or tax organization + Technical writing and research experience in a tax context + The ability to prioritize when working on multiple complex projects + Strong influencing skills, and the confidence to question existing processes + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** + An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation, CMI designation, or the ability to sit for a state bar **What we look for** We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Studio+ Sales Transformation - Senior** We are seeking an experienced and results-driven Senior Consultant to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash/Lead-to-order process areas as well as your industry expertise to deliver complex, client engagements to drive our clients' success. Whether you're helping a client define their customer segmentation, sales coverage model, or defining the sales process that will inform a technology implementation, you will work on a dynamic mix of projects helping our clients solve some of their most pressing issues designing and implementing the future of sales. On this team, you'll have the unique opportunity to imagine the future as well as create it, where you can craft ideas and implement them for our clients. **Your key responsibilities** As a Senior Consultant, you will participate in the design and implementation phases of client projects. Daily, you will support or lead analyses and work product development on a client-facing team. You will conduct qualitative and quantitative research, synthesize findings, and formulate recommendations to support client goals and objectives. Key responsibilities include: + Conduct internal and external research on leading practices for B2C and B2B sales organizations + Lead client stakeholder interviews to understand the business landscape and identify opportunities for improvement + Document sales processes and the enabling technology that supports each process + Prepare materials and facilitate client workshops + Collaborate with client executives to assess sales strategies, capabilities, processes, and technologies to identify opportunities for improvement + Support the assessment and implementation of enterprise sales technology platforms and tools (e.g., CRM, CPQ tools, CLM tools) + Mentor junior team members, fostering a culture of growth, collaboration, and innovation. + Stay ahead of emerging trends in sales operating models, customer experience, sales technologies, and AI. **Consulting Services - Sales Transformation Senior** **To qualify for the role, you must have** + Bachelor's degree required (4-year degree) bachelor's degree in marketing, Business Administration, Data Analytics, or a related field; MBA or equivalent can also be considered + 3+ years of work experience in consulting or industry position with a focus on commercial functions or related technologies (e.g., Marketing, Sales, Sales Operations, Pricing) + Experience effectively prioritizing workload to meet deadlines and work objectives. + Problem solving and troubleshooting skills with experience exercising mature judgment in both internal and client-facing situations. + Demonstrated experience delivering work in core consulting competencies such as workshop planning and coordination, leading practice research, current state assessment, gap analysis, future state roadmap definition + Possess advanced analytical and collaborative problem-solving skills and demonstrate the ability to conceptualize components of a business issue to aid in the analysis and definition of solutions. + Excellent presentation skills, and the ability to communicate complex technical concepts simply and effectively to all audiences + Strong interpersonal and leadership skills and a desire to build teams + Ability to use Microsoft Suite programs + A valid passport and US driver's license; willingness and ability to travel estimated 50-80% both domestically and internationally. **Skills and attributes for success** + Demonstrated experience working in teams that require collaboration across business or technology functions engaged in the lead-to-cash process (e.g., marketing, sales, pricing, order management, finance) + Knowledge of B2C and B2B sales environments including common roles within a sales organization, core components of a sales process, tools utilized by a sales organization, and KPIs typically measured + Knowledge of sales leading practices, processes and technologies to help drive customer-centric solutions for helping clients reinvent their future state sales strategy. + Understanding sales solutions (CRM, CPQ, CLM) and working with clients to assess their current digital technology maturity, identify gaps and shape a comprehensive end-to-end sales technology roadmap. + Understanding of delivering end-to-end technology programs from inception to go-live and ability to bring lessons learned to accelerate our ability to successfully deliver engagements. + Knowledge of key trends and associated technical capabilities to liaise with both business and IT stakeholders around management of the overall sales strategy, processes and needed technologies. + Ability to foster an innovative and inclusive team-oriented work environment. You'll play an active role in counselling and mentoring staff consultants within the organization by providing structured, on-the-job feedback and creating meaningful experiences to develop your core consulting skills. **Ideally, you'll also have** + Basic technical knowledge of key Sales CRM technology solutions (e.g.,. Salesforce.com, Microsoft Dynamics); CPQ technology solutions (e.g., PROS, SFDC CPQ, Oracle CPQ); and CLM technology solutions (e.g., Conga, SirionLabs, Docusign, etc.) and experience implementing such solutions for clients across different industries. Certification in any of the above technologies is a plus. + Familiarity with AI use cases that support sales functions + Working knowledge of agile delivery methodology or experience working in a team that operates in an agile fashion + Awareness of industry trends, best practices and technological innovations to refine/evolve sales strategies accordingly. **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including the ability to think strategically, execute tactically, and engage collaboratively with a wide range of business stakeholders. You should be passionate about driving change and innovation, possess strong leadership qualities, and have the capacity to deliver complex projects with a focus on results and client satisfaction. Individuals who bring a collaborative, team-oriented working style and are used to delivering projects that engage multiple business or technology functions excel on our sales transformation projects. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Handling multi-state sales/use tax recovery projects for large, sophisticated organizations takes more than just a technical understanding of current sales and use tax rules. As a Sales and Use Tax Senior, assigned to EY's Sales and Use Tax Lookback Review Center of Excellence (COE), we'll look to you to build and apply your knowledge on a wide range of sales and use tax recovery projects for clients in multiple industries. In this role, you can expect the support of some of the most engaging colleagues around, committed to developing you, and providing plenty of opportunities to progress your career. **The opportunity** Our Sales and Use Tax Lookback Review COE is a national team which leads large multi-state, sales and use tax recovery projects for EY's largest clients. It's here you'll find everything you need to continue to develop as a multi-state, sales and use tax practitioner. It's all about taking on new skills and responsibilities as they arise and making the most of our dedicated mentors and training programs. **Your key responsibilities** It's fair to say there's no average day for a Sales and Use Tax Senior in the Sales and Use Tax Lookback Review COE - so you're likely to spend your time on a diverse array of projects, responsibilities and tasks. Whatever you're working on, our clients will turn to you for up-to-the-minute tax advice they can always rely on. To make that happen, you'll be working in a highly collaborative culture, where listening to and sharing information with colleagues is an essential part of the role. **Skills and attributes for success** + Researching our clients' business operations and building long-lasting relationships with them + Identifying applicable sales and use tax exemptions and exclusions + Identifying potential overpayment opportunities or risks and communicating these to our clients + Monitoring current tax law changes, to maintain your credibility as a trusted advisor + Developing clear, intelligent plans and approaches for sales and use tax recoveries + Preparing and defending sales and use tax refund claims + Participating on a motivated team of professionals + Supervising a motivated team of professionals, guaranteeing they have the skills, knowledge and opportunities to reach their full potential **To qualify for the role, you must have** + A bachelor's degree in Accounting, Finance, Business or a related discipline + Professional knowledge in a broad range of sales and use tax processes, concepts and tools + A proven record of excellence in a professional services or tax organization + Technical writing and research experience in a tax context + The ability to prioritize when working on multiple complex projects + Strong influencing skills, and the confidence to question existing processes + Willingness to travel as needed, and working in a balanced hybrid environment **Ideally, you'll also have** + An achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation, CMI designation, or the ability to sit for a state bar **What we look for** We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $81,700 to $135,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $98,100 to $153,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Studio+ Sales Transformation - Senior** We are seeking an experienced and results-driven Senior Consultant to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash/Lead-to-order process areas as well as your industry expertise to deliver complex, client engagements to drive our clients' success. Whether you're helping a client define their customer segmentation, sales coverage model, or defining the sales process that will inform a technology implementation, you will work on a dynamic mix of projects helping our clients solve some of their most pressing issues designing and implementing the future of sales. On this team, you'll have the unique opportunity to imagine the future as well as create it, where you can craft ideas and implement them for our clients. **Your key responsibilities** As a Senior Consultant, you will participate in the design and implementation phases of client projects. Daily, you will support or lead analyses and work product development on a client-facing team. You will conduct qualitative and quantitative research, synthesize findings, and formulate recommendations to support client goals and objectives. Key responsibilities include: + Conduct internal and external research on leading practices for B2C and B2B sales organizations + Lead client stakeholder interviews to understand the business landscape and identify opportunities for improvement + Document sales processes and the enabling technology that supports each process + Prepare materials and facilitate client workshops + Collaborate with client executives to assess sales strategies, capabilities, processes, and technologies to identify opportunities for improvement + Support the assessment and implementation of enterprise sales technology platforms and tools (e.g., CRM, CPQ tools, CLM tools) + Mentor junior team members, fostering a culture of growth, collaboration, and innovation. + Stay ahead of emerging trends in sales operating models, customer experience, sales technologies, and AI. **Consulting Services - Sales Transformation Senior** **To qualify for the role, you must have** + Bachelor's degree required (4-year degree) bachelor's degree in marketing, Business Administration, Data Analytics, or a related field; MBA or equivalent can also be considered + 3+ years of work experience in consulting or industry position with a focus on commercial functions or related technologies (e.g., Marketing, Sales, Sales Operations, Pricing) + Experience effectively prioritizing workload to meet deadlines and work objectives. + Problem solving and troubleshooting skills with experience exercising mature judgment in both internal and client-facing situations. + Demonstrated experience delivering work in core consulting competencies such as workshop planning and coordination, leading practice research, current state assessment, gap analysis, future state roadmap definition + Possess advanced analytical and collaborative problem-solving skills and demonstrate the ability to conceptualize components of a business issue to aid in the analysis and definition of solutions. + Excellent presentation skills, and the ability to communicate complex technical concepts simply and effectively to all audiences + Strong interpersonal and leadership skills and a desire to build teams + Ability to use Microsoft Suite programs + A valid passport and US driver's license; willingness and ability to travel estimated 50-80% both domestically and internationally. **Skills and attributes for success** + Demonstrated experience working in teams that require collaboration across business or technology functions engaged in the lead-to-cash process (e.g., marketing, sales, pricing, order management, finance) + Knowledge of B2C and B2B sales environments including common roles within a sales organization, core components of a sales process, tools utilized by a sales organization, and KPIs typically measured + Knowledge of sales leading practices, processes and technologies to help drive customer-centric solutions for helping clients reinvent their future state sales strategy. + Understanding sales solutions (CRM, CPQ, CLM) and working with clients to assess their current digital technology maturity, identify gaps and shape a comprehensive end-to-end sales technology roadmap. + Understanding of delivering end-to-end technology programs from inception to go-live and ability to bring lessons learned to accelerate our ability to successfully deliver engagements. + Knowledge of key trends and associated technical capabilities to liaise with both business and IT stakeholders around management of the overall sales strategy, processes and needed technologies. + Ability to foster an innovative and inclusive team-oriented work environment. You'll play an active role in counselling and mentoring staff consultants within the organization by providing structured, on-the-job feedback and creating meaningful experiences to develop your core consulting skills. **Ideally, you'll also have** + Basic technical knowledge of key Sales CRM technology solutions (e.g.,. Salesforce.com, Microsoft Dynamics); CPQ technology solutions (e.g., PROS, SFDC CPQ, Oracle CPQ); and CLM technology solutions (e.g., Conga, SirionLabs, Docusign, etc.) and experience implementing such solutions for clients across different industries. Certification in any of the above technologies is a plus. + Familiarity with AI use cases that support sales functions + Working knowledge of agile delivery methodology or experience working in a team that operates in an agile fashion + Awareness of industry trends, best practices and technological innovations to refine/evolve sales strategies accordingly. **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including the ability to think strategically, execute tactically, and engage collaboratively with a wide range of business stakeholders. You should be passionate about driving change and innovation, possess strong leadership qualities, and have the capacity to deliver complex projects with a focus on results and client satisfaction. Individuals who bring a collaborative, team-oriented working style and are used to delivering projects that engage multiple business or technology functions excel on our sales transformation projects. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Studio+ Sales Transformation - Senior** We are seeking an experienced and results-driven Senior Consultant to join our Sales transformation practice within EY Studio+. In this role, you will work with client business teams spanning across the lead-to-cash process to help clients reimagine capabilities across their sales strategy, sales operations, sales process, and sales technology to accelerate revenue growth or optimize their sales efficiency. As a member of our Sales Transformation team, you will use your skills across the lead-to-cash/Lead-to-order process areas as well as your industry expertise to deliver complex, client engagements to drive our clients' success. Whether you're helping a client define their customer segmentation, sales coverage model, or defining the sales process that will inform a technology implementation, you will work on a dynamic mix of projects helping our clients solve some of their most pressing issues designing and implementing the future of sales. On this team, you'll have the unique opportunity to imagine the future as well as create it, where you can craft ideas and implement them for our clients. **Your key responsibilities** As a Senior Consultant, you will participate in the design and implementation phases of client projects. Daily, you will support or lead analyses and work product development on a client-facing team. You will conduct qualitative and quantitative research, synthesize findings, and formulate recommendations to support client goals and objectives. Key responsibilities include: + Conduct internal and external research on leading practices for B2C and B2B sales organizations + Lead client stakeholder interviews to understand the business landscape and identify opportunities for improvement + Document sales processes and the enabling technology that supports each process + Prepare materials and facilitate client workshops + Collaborate with client executives to assess sales strategies, capabilities, processes, and technologies to identify opportunities for improvement + Support the assessment and implementation of enterprise sales technology platforms and tools (e.g., CRM, CPQ tools, CLM tools) + Mentor junior team members, fostering a culture of growth, collaboration, and innovation. + Stay ahead of emerging trends in sales operating models, customer experience, sales technologies, and AI. **Consulting Services - Sales Transformation Senior** **To qualify for the role, you must have** + Bachelor's degree required (4-year degree) bachelor's degree in marketing, Business Administration, Data Analytics, or a related field; MBA or equivalent can also be considered + 3+ years of work experience in consulting or industry position with a focus on commercial functions or related technologies (e.g., Marketing, Sales, Sales Operations, Pricing) + Experience effectively prioritizing workload to meet deadlines and work objectives. + Problem solving and troubleshooting skills with experience exercising mature judgment in both internal and client-facing situations. + Demonstrated experience delivering work in core consulting competencies such as workshop planning and coordination, leading practice research, current state assessment, gap analysis, future state roadmap definition + Possess advanced analytical and collaborative problem-solving skills and demonstrate the ability to conceptualize components of a business issue to aid in the analysis and definition of solutions. + Excellent presentation skills, and the ability to communicate complex technical concepts simply and effectively to all audiences + Strong interpersonal and leadership skills and a desire to build teams + Ability to use Microsoft Suite programs + A valid passport and US driver's license; willingness and ability to travel estimated 50-80% both domestically and internationally. **Skills and attributes for success** + Demonstrated experience working in teams that require collaboration across business or technology functions engaged in the lead-to-cash process (e.g., marketing, sales, pricing, order management, finance) + Knowledge of B2C and B2B sales environments including common roles within a sales organization, core components of a sales process, tools utilized by a sales organization, and KPIs typically measured + Knowledge of sales leading practices, processes and technologies to help drive customer-centric solutions for helping clients reinvent their future state sales strategy. + Understanding sales solutions (CRM, CPQ, CLM) and working with clients to assess their current digital technology maturity, identify gaps and shape a comprehensive end-to-end sales technology roadmap. + Understanding of delivering end-to-end technology programs from inception to go-live and ability to bring lessons learned to accelerate our ability to successfully deliver engagements. + Knowledge of key trends and associated technical capabilities to liaise with both business and IT stakeholders around management of the overall sales strategy, processes and needed technologies. + Ability to foster an innovative and inclusive team-oriented work environment. You'll play an active role in counselling and mentoring staff consultants within the organization by providing structured, on-the-job feedback and creating meaningful experiences to develop your core consulting skills. **Ideally, you'll also have** + Basic technical knowledge of key Sales CRM technology solutions (e.g.,. Salesforce.com, Microsoft Dynamics); CPQ technology solutions (e.g., PROS, SFDC CPQ, Oracle CPQ); and CLM technology solutions (e.g., Conga, SirionLabs, Docusign, etc.) and experience implementing such solutions for clients across different industries. Certification in any of the above technologies is a plus. + Familiarity with AI use cases that support sales functions + Working knowledge of agile delivery methodology or experience working in a team that operates in an agile fashion + Awareness of industry trends, best practices and technological innovations to refine/evolve sales strategies accordingly. **What we look for** We are seeking top performers who demonstrate a blend of talents and skills, including the ability to think strategically, execute tactically, and engage collaboratively with a wide range of business stakeholders. You should be passionate about driving change and innovation, possess strong leadership qualities, and have the capacity to deliver complex projects with a focus on results and client satisfaction. Individuals who bring a collaborative, team-oriented working style and are used to delivering projects that engage multiple business or technology functions excel on our sales transformation projects. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .

Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: + Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools + Preparing for and leading Discovery workshops to document and validate detailed user stories + Addressing sales planning and/or sales compensation issues across different business sectors + Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support + Acting in a mentoring capacity to support the career development of other colleagues + Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. + Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required + Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience + Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions + Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve + Limited immigration sponsorship may be available + Bachelor's Degree (BS or BA) Preferred + Previous "Big 4" experience + Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) + Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Sales Performance Management Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: * Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment * Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools * Preparing for and leading Discovery workshops to document and validate detailed user stories * Addressing sales planning and/or sales compensation issues across different business sectors * Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support * Acting in a mentoring capacity to support the career development of other colleagues * Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. * Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required * Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience * Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions * Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve * Limited immigration sponsorship may be available * Bachelor's Degree (BS or BA) Preferred * Previous "Big 4" experience * Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) * Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 304726 Job ID 304726

Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: + Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools + Preparing for and leading Discovery workshops to document and validate detailed user stories + Addressing sales planning and/or sales compensation issues across different business sectors + Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support + Acting in a mentoring capacity to support the career development of other colleagues + Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. + Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required + Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience + Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions + Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve + Limited immigration sponsorship may be available + Bachelor's Degree (BS or BA) Preferred + Previous "Big 4" experience + Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) + Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Sales Performance Management Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: * Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment * Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools * Preparing for and leading Discovery workshops to document and validate detailed user stories * Addressing sales planning and/or sales compensation issues across different business sectors * Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support * Acting in a mentoring capacity to support the career development of other colleagues * Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. * Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required * Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience * Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions * Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve * Limited immigration sponsorship may be available * Bachelor's Degree (BS or BA) Preferred * Previous "Big 4" experience * Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) * Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 304726 Job ID 304726

Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: + Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment + Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools + Preparing for and leading Discovery workshops to document and validate detailed user stories + Addressing sales planning and/or sales compensation issues across different business sectors + Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support + Acting in a mentoring capacity to support the career development of other colleagues + Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. + Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required + Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience + Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions + Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve + Limited immigration sponsorship may be available + Bachelor's Degree (BS or BA) Preferred + Previous "Big 4" experience + Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) + Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Sales Performance Management Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers through innovative strategies, advanced analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value creation and capture, through customer and commercial strategies, digital products and innovation, marketing, commerce, sales, and service. We are a team of strategists, data scientists, operators, creatives, designers, engineers, and architects. Our team balances business strategy, technology, creativity, and ongoing managed services to solve the biggest problems that affect customers, partners, constituents, and the workforce. Recruiting for this role ends on May 31, 2026. Work you'll do As a Senior Consultant, you will work within an engagement team to design, implement, and optimize Sales Performance Management solutions to drive sales effectiveness and maximize revenue. Responsibilities include, but are not limited to: * Helping companies maximize the return for their digital sales enablement and sales operations infrastructure investment * Working with Sales and Operations leaders to deliver the best-in-class services for planning, designing, deploying, and supporting digital sales technology tools * Preparing for and leading Discovery workshops to document and validate detailed user stories * Addressing sales planning and/or sales compensation issues across different business sectors * Offering end-to-end solutions including process analysis and design, requirements planning, business case development, analytics support and administration support * Acting in a mentoring capacity to support the career development of other colleagues * Responsible for business development efforts, including Statements of Work (SOW), proposal development, client presentations, etc. * Contributing to the internal development of our practice through participation in areas such as business development, training, methodology and toolkit development, and recruiting The team Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets. Qualifications Required * Minimum of five (5) years of experience as a Business Analyst, Systems Consultant, or Compensation Analyst for a mid-to-large sized organization; or, direct consulting experience * Minimum of four (4) years of experience designing and configuring solutions in Anaplan, Varicent, Pigment, Spiff, or SAP Commissions * Ability to travel at least 50% of the time on average based on the work you do and the clients and industry/ sectors you serve * Limited immigration sponsorship may be available * Bachelor's Degree (BS or BA) Preferred * Previous "Big 4" experience * Experience implementing other SPM platforms (Oracle Fusion Incentive Compensation, Xactly, Captivate IQ) * Advanced degree in related specialization area Information for applicants with a need for accommodation: ************************************************************************************************************ The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $85,000 to $231,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. #Customer_US #SS_US Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see ********************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers Requisition code: 304726 Job ID 304726

#LI-CM #LI-Hybrid We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions. The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients. Essential Functions and Primary Duties: * Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients. * Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors. * Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives. * Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards. * Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth. * Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations. * Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience. * Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance. * Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients. * Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities. Preferred Qualifications: * FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date). * 5+ years of experience in retirement plan sales, financial services, or a related field. * Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry. * Existing network of contacts within the business and institutional markets preferred. * Excellent presentation, negotiation, and relationship-building skills. * Self-motivated with the ability to work independently and meet sales goals. * Bachelor's degree in Finance, Business, or related field preferred. Compensation & Benefits * Competitive base salary + uncapped commission structure * Comprehensive benefits package (health, dental, vision, 401(k), etc.) * Professional development support and industry training * Opportunity for career growth within a top 10 public accounting and financial services firm * Join our team and help businesses and institutions build strong financial futures for their employees. Minimum Qualifications * High School Diploma or GED equivalent * Some relevant industry experience * Must obtain required licenses/credentials * Superior command of verbal, written, presentation, and negotiation skills * Proficient use of applicable technology * Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally * Must be able to travel based on client and business needs