ESOP Engagement Consultant

JOB TITLE:

ESOP Engagement Consultant DEPARTMENT: ESOP Consulting

REPORTS TO:

Director of Consulting About ESOP Partners, Inc.

ESOP Partners, Inc. is a third-party administration and consulting firm dedicated to providing a liquid business transition solution for owners of closely held businesses through the establishment, maintenance, and sustainability of Employee Stock Ownership Plans (ESOPs). Our mission is to maximize the financial and cultural benefits of employee ownership by helping ESOP companies build strong, informed, and engaged employee ownership cultures.

We aspire to be nationally recognized as the leading ESOP firm in the country. We pursue this vision through our Core Values:

• Seek to Understand – We identify the underlying reasons behind questions and actions and take ownership of continuous learning and improvement.
• Manage Expectations – We proactively communicate clear, specific, and achievable objectives to create alignment and accountability.
• Collaborate – We work together through constructive discussion and teamwork to achieve win-win outcomes.
• Get Things Done – We prioritize, organize, and execute efficiently to deliver accurate and timely results.
• Practice Professional Skepticism – We apply a questioning mindset to objectively analyze information for quality and accuracy.
• Exhibit Mental Strength – We manage challenges with professionalism, resilience, and a solutions-oriented attitude.

The ESOP Engagement Consultant is responsible for executing the ESOP Partners ESOP Care™ proprietary process and assisting in the development and delivery of ESOP culture educational services for all ESOP Partners clients. This position uses a proactive consulting process to actively listen and identify the true pain points employee-owned companies experience in communicating their ESOP benefits to their employees and leadership teams.

Working alongside the client, the Consultant will proactively plan and develop key initiatives to transform the way the client’s employees and leadership teams think and act as an employee-owners. This position maintains overall quality relations with existing clients and provides subject matter expert (SME) guidance to support sales consultants in converting qualified leads into new clients for ESOP Partners.

• Location:
  
  In-office position based in Appleton, Wisconsin
• Position Type:
  Full-time | Exempt
• Work Schedule:
  
  Average of 45 hours per week
• Experience Level: 2–3 years public speaking experience

• Travel:
  Estimated 10 business days a month. Travel varies and can be via plane or car to another city or state.

Essential duties include, but are not limited to:

• Build and maintain trusted, professional relationships with assigned clients.
• Establish clear expectations, priorities, timelines, and communication rhythms annually.
• Conduct client meetings with a clear purpose, agenda, and desired outcome.
• Consistently follow through on commitments and ensure clients know what happens next.
• Proactively identify and address client concerns before they become problems.
• Maintain strong client satisfaction and demonstrate responsiveness to client needs.
• Become a trusted advisor rather than simply an event coordinator or content provider.

• Develop a clear understanding of each client's business, culture, leadership team, employee population, and ESOP objectives.
• Identify the underlying problems, rather than simply responding to the client's stated request.
• Translate client challenges into practical, actionable recommendations.
• Develop a strategic engagement plan for each client and keep it current.
• Ensure recommended activities are connected to specific client objectives and desired outcomes.
• Dem…