Note: The job is a remote job and is open to candidates in USA. Insperity provides scalable human resources solutions and technology to businesses across the United States. The Strategic Sales Relationship Manager supports relationship and engagement strategies across private capital market firms, aligns cross-functional sales and service teams, and advances pipeline development, portfolio penetration, revenue, and worksite employee growth.
Responsibilities
- Builds and maintains relationships with internal stakeholders including Strategic Sales, Sales Management, Pricing & Review, and service delivery teams to align execution across PCM engagements
- Supports sales teams with insights into portfolio dynamics, engagement strategy, and historical performance to inform opportunity development
- Participates in strategy planning discussions and solution development for new business opportunities across PCM firms and their portfolio companies
- Owns and manages relationships with assigned private equity and private capital market firms
- Maps and maintains intelligence on portfolio companies, investment theses, and key stakeholders at both firm and portfolio company levels
- Leads strategic account planning and support quarterly business reviews with PCM firm stakeholders
- Monitors market activity including acquisitions, exits, and fund activity to identify engagement and pipeline opportunities
- Drives portfolio penetration by identifying and coordinating upsell and cross-sell opportunities across portfolio companies
- Supports development and execution of firm-level engagement strategies, including HR thesis alignment and strategic partnerships (e.g., ACG)
- Tracks engagement performance, portfolio activity, and pipeline contribution through effective use of CRM tools (e.g., Salesforce)
Skills
- High School Diploma is required
- Minimum of five years of related experience is required
- Travels: Yes, up to 25% of time
- Bachelor's Degree in Business or related field is preferred
- Experience in customer service and ability to communicate complex issues in a compelling manner is preferred
- Some knowledge of Company pricing and profit strategy is preferred
Benefits
- Flexible work arrangements
- Continuous learning programs
- Mentorship opportunities
- Ongoing training
- Generous paid time off
- Medical benefits
- Dental benefits
- Vision benefits
- Health and wellness support
- Paid volunteer hours
Company Overview