Business Consultant


Our client’s Business Consultants (BCs) present and sell their programs. They sell to new outbound and/or inbound prospects. They are also an essential component of the customer experience. BCs understand that they are more than “Sales”, they are the first impression a prospect will get of our client and thus they must be professional, an effective communicator, and excellent at building rapport. BCs understand that the sales process itself is a choreographed experience that should have the customer begging to buy.


  • Establish, develop, and maintain positive business and customer relationships
  • Move all prospects to the proper stage of the pipeline via Zoho throughout the day
  • Maintain a clear, up to date and accurate pipeline in Zoho
  • Follow up diligently and consistently with potential clients over extended periods of time
  • Educate prospects on products from an expert perspective
  • Available most days from 9 am-5 pm EST to take calls
  • Use both internal and external resources to maintain up to date knowledge of products and industry
  • Quickly escalate clients as needed through Customer Success Manager for action-planning


  • All prospects are properly moved in Zoho and information is documented on client details so service staff has proper expectations by EOD
  • A close rate of 30% of Inbound applications received per month is maintained
  • A close rate of 20% of Outbound eligible clients received per month is maintained (if applicable)
  • All qualified prospects are consistently followed up with indefinitely      
  • Sales stats sheet is updated M-F by 7pm EST   
  • There is an effective line of communication between the BC and the Sales Lead and CSM in which all necessary information is communicated in a timely manner
  • BC remains well versed in the latest product offerings through continued education/trainings
  • All internal communication cycles are properly followed


  • Efficient with Facebook and general social media platforms
  • Good over the phone / FB / video conference
  • Experience with business to business (B2B) sales (1-2+ years)
  • Excellent communication skills
  • Must be great at presenting
  • Excellent at building rapport
  • Open to learning new processes in sales
  • Take personal health very serious
  • Are routine driven
  • Open to growing rapidly
  • Self-sufficient and able to properly manage one’s own time
  • Well organized and able to maintain a pipeline

REPORTS TO:  Sales Lead


  • Attends Daily Sales Training at 8am EST Monday-Friday
  • Attends Daily Sales Team Wrap Up at 4:30pm EST Monday-Friday
  • Attends Weekly Company Meeting at 12pm EST Mondays
  • Attends Weekly Sales/Marketing Meeting at 12:30pm EST Mondays
  • Tracks & Reports on all required Metrics M-F by 7pm EST
  • Communicates with Contracts Team daily, as required, to ensure a smooth transition for all new customers
  • Escalates post-sale customer concerns/issues to the Customer Success Manager
  • Attends 1:1s with Sales Lead bi-weekly
  • Completes EOW report every Friday by 10AM EST



Start Date

Ready to Hire


$50k base / $140k+ OTE