Financial Sales Support Specialist - Premier Financial

Who We Are:

ExtensisHR, one of the largest Professional Employer Organizations (PEOs) in the U.S. with client employees in all fifty states, is looking for talented people to join our team. If you want to contribute your talents, make a bigger impact, and be part of the growing PEO & HRO industry, we are interested in talking to you. Our renowned industry leadership in customer service starts with our people. You can contribute to delivering on our brand promise of helping organizations succeed through our people-first approach in solving customer’s ever-evolving HR needs. Our HR offerings include personalized services for HR, employee benefits, payroll and taxes, employer risk, compliance, and employee management. Today, we manage over $3 billion in employment-related costs annually—and we are growing every day.

For more information about the company visit www.ExtensisHR.com.

Who You Are:

The Premier Financial Sales Support Specialist serves as ExtensisHR's subject matter expert for the Premier Financial vertical, supporting Broker Sales Managers, Sales Managers, Service, Operations, Implementation, and Product teams with deep expertise in hedge funds, family offices, private equity firms, venture capital firms, registered investment advisors, and other investment organizations.This is not a quota-carrying sales role. Instead, the Premier Financial Sales Support Specialist partners with revenue and operational teams to identify, qualify, position, win, onboard, and support Premier Financial clients. The role provides industry expertise, executive credibility, and market insight throughout the client lifecycle while helping internal teams understand the unique expectations, operating models, service requirements, and business challenges of sophisticated financial organizations.The ideal candidate combines industry knowledge, executive presence, strong business acumen, and preferably PEO experience to help ExtensisHR grow and successfully serve one of its most strategic market segments.

What You'll Do:

Sales Support & Vertical Expertise

• Partner with Broker Sales Managers and Sales Managers to identify, qualify, and pursue Premier Financial opportunities.
• Participate in prospect meetings, discovery sessions, executive presentations, and strategic sales opportunities.
• Help sales teams assess client fit and identify opportunities where the ExtensisHR model aligns with Premier Financial organizations.
• Serve as the primary subject matter expert during the sales process, providing industry-specific insights and guidance.
• Assist with proposal strategy, positioning, competitive differentiation, and executive-level presentations.
• Build credibility with senior decision makers including Managing Partners, Principals, CEOs, COOs, CFOs, CHROs, and Heads of Operations.
• Support key broker and referral relationships by providing specialized vertical expertise when needed.

Industry Advisory

• Maintain deep knowledge of the hedge fund, private equity, venture capital, family office, and investment management landscape.
• Understand the organizational structures, compensation practices, compliance considerations, recruiting strategies, and operating models commonly found within investment organizations.
• Monitor industry trends and emerging workforce challenges affecting Premier Financial firms.
• Provide market intelligence and recommendations that strengthen ExtensisHR’s Premier Financial strategy and positioning.
• Support Product and Marketing teams in developing messaging, collateral, thought leadership, and go-to-market initiatives for the vertical.

Service & Operational Advisory

• Serve as the internal authority on the operational expectations and service requirements of Premier Financial organizations.
• Educate Service, Payroll, Benefits, HR, and Implementation teams on the unique needs of investment-based businesses.
• Help internal teams understand the culture, pace, expectations, and service standards common within hedge funds, family offices, PE firms, VC firms, and investment advisory organizations.
• Provide guidance on complex client situations and help service teams proactively address challenges.
• Support onboarding and implementation activities for strategic Premier Financial clients.
• Ensure commitments made during the sales cycle align with operational capabilities and service delivery expectations.
• Act as a bridge between Sales, Service, Operations, and Product teams to drive a seamless client experience.
• Identify recurring client feedback, service gaps, and operational improvement opportunities within the Premier Financial segment.

Internal Enablement

• Develop and maintain Premier Financial sales playbooks and best practices.
• Deliver training and coaching to Broker Sales Managers, Sales Managers, and operational teams.
• Create educational content that improves organizational understanding of the Premier Financial market.
• Help establish consistent standards for supporting and servicing Premier Financial clients.
• Serve as a trusted internal resource for questions related to the vertical, client expectations, and market dynamics.

AI Utilization and Literacy: 

A key function of this role includes the effective use and understanding of artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously develop their AI proficiency.

What You Bring:

Qualifications - Required

• 5+ years of experience serving, consulting for, or selling into financial services organizations.
• Demonstrated understanding of hedge funds, family offices, private equity firms, venture capital firms, and investment management organizations.
• Strong executive presence with the ability to communicate effectively with senior business leaders.
• Exceptional presentation, communication, and relationship management skills.
• Ability to operate independently while influencing cross-functional teams.
• Strong business acumen and ability to translate industry requirements into practical business solutions.

Qualifications - Preferred

• PEO, HCM, HR technology, benefits, payroll, or workforce management experience.
• Experience supporting a consultative sales organization.
• Existing network or relationships within the financial services community.
• Experience working with highly sophisticated and relationship-driven clients.
• Familiarity with the workforce, compensation, benefits, compliance, and talent challenges unique to investment organizations.

Desired Attributes

• Highly polished, professional, and credible in executive settings.
• Self-motivated, entrepreneurial, and capable of working with minimal supervision.
• Comfortable influencing without direct authority.
• Naturally curious and passionate about the financial services industry.
• Detail-oriented, responsive, and highly organized.
• Equally effective working with client-facing and operational teams.
• Able to earn trust quickly with both clients and internal stakeholders.
• Committed to delivering a premium client experience consistent with the expectations of sophisticated financial organizations.

Success Measures

• • Increased pipeline and win rates within the Premier Financial segment.
  • Improved confidence and effectiveness of Broker Sales Managers and Sales Managers pursuing Premier Financial opportunities.
  • Stronger onboarding and operational readiness for Premier Financial clients.
  • Positive feedback from clients and internal stakeholders regarding industry expertise and support.
  • Growth and retention within the Premier Financial client portfolio.
  • Increased organizational knowledge and capability supporting the financial services vertical.

What We Offer:

Position Salary:

100k-125k

Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation range on each job posting. This compensation range is presented in good faith for candidates that are hired in these roles will be presented a salary within the range stated on the job posting.

At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:

• Competitive compensation to reward you for your hard work every day.
• Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
• Student Loan Assistance Program where ExtensisHR contributes toward your student loans.
• Pretax Spending Accounts to ease taxes on health and dependent care expenses.
• Extensive professional development programs to help you get to where you want to go in your career.
• Discounts in retail and entertainment.
• A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
• Complimentary coffee and snacks to keep you fueled and productive throughout the day.

ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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