Premier Financial Sales Support Specialist

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.

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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.

• 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.

• 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…