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Employee Benefits Sales Solution Consultant

Company: Patra Corp
Location: Rochester
Posted on: September 13, 2019

Job Description:

The EB Sales Solution Consultant (SC) Role will be a member of the Sales Team and will support the sales process to help maximize the number of Opportunities closed/acquired and minimize the length of the Sales Cycles. The purpose of this function is to establish operational, domain and certain technical support skills and capabilities within the Sales Team - while minimizing the resource support from the Operations and Technical organizations.. The sales team will be responsible for leading the sales engagement and the SC's will provide support to the process in a planned and coordinated manner. SCs will be specialists in the details of Patra Services and be viewed as experts by Customer and Prospects. The EB SC must have experience and a command of the Employee Benefits Insurance market/industry.

Key Responsibilities are:

* Patra Services - present and discuss our EB set of services, and the components within each Service.
* Implementation - present and discuss the implementation process for all EB OnDeamnd and Select Services, and basic technical requirement of customer within implementation process.
* Support to sales process - provide support and detailed information about Patra EB services with a focus on New and Cross Sell.
* Patra Infrastructure - present and discuss the complete Patra Infrastructure of Global Operating Centers, Account Management and overall Service Delivery process - as they relate to the EB Services.
* Customer Life-cycle - present and discuss the life-cycle with customers and prospects with a focus on the implementation process, service delivery and account management processes.
* Best Practice - consult with Prospects and Customers on the use of best practices based upon industry experience with similar processes and requirements.
* Sales Documentation - help gather and/or produce documentation required/requested by the Prospect/Customer that is necessary to resolve questions or remove barriers for sales closure.
* Sales Team - be a key member of the Sales Team by actively participating in Sales Meetings, be conversant in the status of Stage 4 and Stage 5 EB Opportunities, understand the Pipeline and basic metrics associated with Sales Cycles.
* RFPs - take ownership and drive EB RFPs as they arise. Develop and maintain a library of EB RFPs for use in future responses.
* Innovative - bring innovation and new ideas to the Sales Process to help increase the velocity of acquiring new Customers and new Services to existing customers.

Skills and Attributes Required are:

* Employee Benefits Insurance knowledge
* Strong Customer facing skills.
* Strong experience on the EB insurance industry and be able to understand and understand processes and terminology.
* Compliance, laws and security matters related to EB Insurance indusstry
* Excellent communication skills - both verbal and written.
* Strong understanding of Patra workings, customer life-cycle and internal processes.
* Ability to establish and maintain positive internal relationships.
* Establish trust and integrity with prospects and customers.
* CRM - use the Sugar CRM Sales Tool.

Personal Attributes Required:

* Positive and can-do attitude.
* Professional approach and demeanor
* Ability to travel from time-to-time
* Desire to keep learning the Patra EB Services and associated Delivery system

Keywords: Patra Corp, Rochester , Employee Benefits Sales Solution Consultant, Professions , Rochester, New York

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