Account Executive, HR Outsourcing Services (Outside Sales)

Position: Account Executive – HR Outsourcing Services (Outside Sales)

Department: Sales

Reports To: CRO

FLSA/Employment Status: Exempt (outside sales); Full-Time

Location: San Diego, CA (Hybrid/Field-Based in San Diego & Orange County)

Compensation Range: Base ($85K-$110K) + Commission (no cap)

Are you a sales hunter with a consultant's mindset? Ready to own your future?

Are you a dynamic sales professional looking for more than just a job—seeking a career where you own your outcomes, shape your trajectory, and enjoy true work-life balance? PBO Advisory Group, a premier provider of integrated advisory and outsourced services in Finance, Accounting, and HR, invites you to join our thriving team as an Account Executive.

We are seeking an individual with a hunter mentality who wants to take advantage of unlimited earning potential. If you excel at identifying client needs before they're stated and have a proven track record in consultative selling, we want to hear from you.

What Makes PBO Advisory Group Different

At PBO, we offer a unique, integrated solution that solves the biggest concerns for business owners: People and Money. While your focus will be on the outsourced accounting vertical, you will be armed with our key differentiator: a unified strategy for Finance, Accounting, Human Capital Management, and HR.

Our approach is built on the principle that when finance and HR teams work together, they transform siloed information into a strategic narrative, providing a comprehensive view of an organization's health. This collaboration links people strategy with financial outcomes, offering business leaders the integrated view they need to make informed, forward-looking decisions. You won't just be selling a service; you'll be offering a strategic advantage.

Your Role and Impact

PBO Advisory Group is seeking a seasoned Account Executive with demonstrated expertise in Human Resources to generate new business opportunities for our outsourced HR services. You will be responsible for identifying, engaging, and converting C-suite executives and operational stakeholders within mid-market and SMB organizations requiring fractional and outsourced HR solutions. This role demands a proactive, results-driven professional with a demonstrated consistent ability to deliver outcomes.

Areas of Accountability

• Prospecting (80%)

• CRM/Admin/Reporting (10%)

• Networking (10%)

Outcomes

• Secure new qualified clients (meets or exceeds goals)

• Accurate CRM management & timely reporting

• Deliver on established sales quotas (meets or exceeds goals)

Key Responsibilities

Prospecting

• Hunt for net new logos and strategic accounts in established target industries set by leadership team (ex: nonprofit, services, tech, education, etc.).

• Own the full sales cycle: prospecting, cold outreach, discovering, proposing, and closing.

• Lead discovery consultative sales discussions with COO’s, HR leadership, CFO’s, CEO’s, and Founders.

• Research and analyze target markets to find new business opportunities and potential clients.

• Ability to expand into geographic markets that align to business strategy and outcomes.

• Review industry trends, identify key decision-makers, and use these insights to build a strong list of prospects that support the company’s growth.

• Proactively set customer meetings/calls.

• Position PBO’s outsourced HR team solutions (HR administration).

• Collaborate with internal HR consultants to build tailored solutions and design scope.

• Remain current and knowledgeable on the HR outsourced services, solutions, and products offered.

• Other assigned tasks or projects, as needed.

CRM/Admin/Reporting

• Meaningfully participate in internal meetings, staff meetings, sales meetings, etc.

• Maintain accurate opportunity tracking and forecasting in the CRM.

• Responsible for following the sales funnel process and documenting appropriately in the CRM.

• Report timely on established monthly/quarterly KPI’s to include meetings booked, FTA’s (first-time appointment/qualified discovery calls), pipeline creation, revenue closed, etc.

• Remain current on the HR industry and pain points for the small-mid size market.

• Attend appropriate sales training, as appropriate, to remain current on sales techniques, technology, and approach.

Networking

• Actively identify and engage prospective clients through in-person and virtual networking events, industry conferences, and community gatherings.

• Establish and nurture relationships with key decision-makers, influencers, and referral partners across targeted industries.

• Leverage professional networks, including platforms such as LinkedIn, to expand reach, generate leads, and amplify brand presence.

• Represent the organization with professionalism and poise in all networking interactions, ensuring a positive and memorable impression.

• Participate in relevant trade associations, chambers of commerce, and business groups to increase visibility and uncover new opportunities.

• Develop and maintain a robust database of contacts and referral sources, tracking engagement and touchpoints within the CRM.

• Share market insights and best practices gleaned from networking activities with the internal team to enhance collective knowledge and strategy.