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CoAdvantage, a portfolio company of Aquiline Partners, provides human resource solutions to small and mid‑sized businesses across the country. Headquartered in Bradenton, Florida, CoAdvantage serves clients and worksite employees in all 50 states. The experience of our executive leadership team and internal workforce allows us to deliver outstanding service to our customers, from entrepreneurial startups to more mature industries.
Vice President of Client Engagement & Success Position Summary
The
Vice President of Client Engagement & Success
serves as a strategic leader and trusted partner to ensure the highest levels of satisfaction, retention, and value delivery across the client portfolio. This role oversees the teams responsible for client relationship management, HR service delivery, and operational excellence. The VP drives initiatives that enhance the client experience, deepen relationships, and align HR solutions with each client’s business goals.
Salary : $225,000 to $235,000 a year
Key Responsibilities Client Relationship Leadership
Lead and mentor a high‑performing team of Account Executives, HR Business Partners, and Service Specialists.
Serve as the executive sponsor for key accounts, ensuring proactive engagement and strategic partnership.
Build and execute a comprehensive client engagement strategy focused on retention, satisfaction, and growth.
Establish and maintain strong, long‑term client relationships at the executive and HR leadership levels.
Ensure client HR programs meet or exceed regulatory requirements and align with best practices.
Partner with internal HR, Benefits, and Payroll leaders to continuously improve service delivery models and outcomes.
Champion innovation and technology adoption to enhance client experience and operational efficiency.
Strategic Growth & Retention
Develop metrics and KPIs for client health, engagement, and retention; implement processes to identify at‑risk clients early.
Collaborate with Sales and Implementation teams to ensure smooth client onboarding and a seamless handoff to ongoing service.
Drive client expansion through cross‑selling and value‑added HR initiatives.
Provide strategic insight to executive leadership on client trends, service opportunities, and retention risks.
Leadership & Culture
Foster a culture of client advocacy, accountability, and continuous improvement across all client‑facing teams.
Represent the “voice of the client” in leadership discussions and service development initiatives.
Lead strategic initiatives to improve Net Promoter Scores (NPS), reduce client turnover, and increase lifetime client value.
Qualifications
Bachelor’s degree required, in HR, Business Administration, or related field.
8+ years of progressive experience in client success, HR operations, or account management within a PEO, HRO, or related HR services organization.
5+ years in a senior leadership or VP‑level role overseeing multi‑disciplinary teams.
Deep knowledge of HR, payroll, benefits, and compliance within the PEO framework.
Proven track record of driving client retention, satisfaction, and operational excellence.
Exceptional executive communication and relationship‑building skills.
Strategic thinker with the ability to translate vision into actionable, measurable outcomes.
SHRM or HRCI certification preferred.
EOE CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy‑related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Health Insurance
401(k)
Paid Time Off (PTO)
Paid Holidays
Preferred Skills Salesforce, Soft Skills, Leadership, Strategic & Critical thinking, HCM
Business Sales Consultant – West Palm Beach, FL Position Summary
The Business Sales Consultant must be able to influence C‑Suite decision makers to think differently about their business through the co‑employment relationship offerings of CoAdvantage. The role is responsible for establishing new customer business and identifying client’s needs in the commercial markets of the assigned region. The primary objective is to establish new prospects and sell CoAdvantage PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.
Essential Job Functions
Identify and prospect new business opportunities that result in new clients.
Profile and manage Salesforce.com daily.
Produce sales leads via self‑generation, BDR‑generated warm leads, and business referrals (associates).
Actively develop and maintain a network of small and mid‑size business owners.
Identify and establish potential channel partners.
Establish 150–200+ new connections each week.
Maintain and/or exceed monthly Key Performance Indicators.
Collaborate and strategize with C‑Suite level professionals on their business needs to introduce, expand and sell CoAdvantage products and services.
Represent CoAdvantage as the leading and best PEO provider.
Adhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the office.
Special projects as assigned.
Required Skills and Experience
Bachelor’s Degree in a business or technical discipline and/or equivalent experience in related field.
3–5+ years of experience with complex business solutions‑based sales and/or 2 years’ experience in outside sales.
3–5+ years of experience in a business environment.
PEO consulting experience (preferred).
Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred).
Previous experience in a consultative sales role.
Proven and documented sales track record with complex solution‑based sales.
Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues.
Outstanding ability to meet and exceed sales quotas.
Ability to identify, establish and develop new complex sales business.
Outstanding ability to hunt for new customers.
EOE CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy‑related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Business Sales Consultant – San Diego, CA Position Summary
The Business Sales Consultant must be able to influence C‑Suite decision makers to think differently about their business through the co‑employment relationship offerings of CoAdvantage. The role is responsible for establishing new customer business and identifying client’s needs in the commercial markets of the assigned region. The primary objective is to establish new prospects and sell CoAdvantage PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.
Essential Job Functions
Identify and prospect new business opportunities that result in new clients.
Profile and manage Salesforce.com daily.
Produce sales leads via self‑generation, BDR‑generated warm leads, and business referrals (associates).
Actively develop and maintain a network of small and mid‑size business owners.
Identify and establish potential channel partners.
Establish 150–200+ new connections each week.
Maintain and/or exceed monthly Key Performance Indicators.
Collaborate and strategize with C‑Suite level professionals on their business needs to introduce, expand and sell CoAdvantage products and services.
Represent CoAdvantage as the leading and best PEO provider.
Adhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the office.
Special projects as assigned.
Required Skills and Experience
Bachelor’s Degree in a business or technical discipline and/or equivalent experience in related field.
3–5+ years of experience with complex business solutions‑based sales and/or 2 years’ experience in outside sales.
3–5+ years of experience in a business environment.
PEO consulting experience (preferred).
Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred).
Previous experience in a consultative sales role.
Proven and documented sales track record with complex solution‑based sales.
Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues.
Outstanding ability to meet and exceed sales quotas.
Ability to identify, establish and develop new complex sales business.
Outstanding ability to hunt for new customers.
EOE CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy‑related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
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Vice President of Client Engagement & Success Position Summary
The
Vice President of Client Engagement & Success
serves as a strategic leader and trusted partner to ensure the highest levels of satisfaction, retention, and value delivery across the client portfolio. This role oversees the teams responsible for client relationship management, HR service delivery, and operational excellence. The VP drives initiatives that enhance the client experience, deepen relationships, and align HR solutions with each client’s business goals.
Salary : $225,000 to $235,000 a year
Key Responsibilities Client Relationship Leadership
Lead and mentor a high‑performing team of Account Executives, HR Business Partners, and Service Specialists.
Serve as the executive sponsor for key accounts, ensuring proactive engagement and strategic partnership.
Build and execute a comprehensive client engagement strategy focused on retention, satisfaction, and growth.
Establish and maintain strong, long‑term client relationships at the executive and HR leadership levels.
Ensure client HR programs meet or exceed regulatory requirements and align with best practices.
Partner with internal HR, Benefits, and Payroll leaders to continuously improve service delivery models and outcomes.
Champion innovation and technology adoption to enhance client experience and operational efficiency.
Strategic Growth & Retention
Develop metrics and KPIs for client health, engagement, and retention; implement processes to identify at‑risk clients early.
Collaborate with Sales and Implementation teams to ensure smooth client onboarding and a seamless handoff to ongoing service.
Drive client expansion through cross‑selling and value‑added HR initiatives.
Provide strategic insight to executive leadership on client trends, service opportunities, and retention risks.
Leadership & Culture
Foster a culture of client advocacy, accountability, and continuous improvement across all client‑facing teams.
Represent the “voice of the client” in leadership discussions and service development initiatives.
Lead strategic initiatives to improve Net Promoter Scores (NPS), reduce client turnover, and increase lifetime client value.
Qualifications
Bachelor’s degree required, in HR, Business Administration, or related field.
8+ years of progressive experience in client success, HR operations, or account management within a PEO, HRO, or related HR services organization.
5+ years in a senior leadership or VP‑level role overseeing multi‑disciplinary teams.
Deep knowledge of HR, payroll, benefits, and compliance within the PEO framework.
Proven track record of driving client retention, satisfaction, and operational excellence.
Exceptional executive communication and relationship‑building skills.
Strategic thinker with the ability to translate vision into actionable, measurable outcomes.
SHRM or HRCI certification preferred.
EOE CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy‑related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Health Insurance
401(k)
Paid Time Off (PTO)
Paid Holidays
Preferred Skills Salesforce, Soft Skills, Leadership, Strategic & Critical thinking, HCM
Business Sales Consultant – West Palm Beach, FL Position Summary
The Business Sales Consultant must be able to influence C‑Suite decision makers to think differently about their business through the co‑employment relationship offerings of CoAdvantage. The role is responsible for establishing new customer business and identifying client’s needs in the commercial markets of the assigned region. The primary objective is to establish new prospects and sell CoAdvantage PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.
Essential Job Functions
Identify and prospect new business opportunities that result in new clients.
Profile and manage Salesforce.com daily.
Produce sales leads via self‑generation, BDR‑generated warm leads, and business referrals (associates).
Actively develop and maintain a network of small and mid‑size business owners.
Identify and establish potential channel partners.
Establish 150–200+ new connections each week.
Maintain and/or exceed monthly Key Performance Indicators.
Collaborate and strategize with C‑Suite level professionals on their business needs to introduce, expand and sell CoAdvantage products and services.
Represent CoAdvantage as the leading and best PEO provider.
Adhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the office.
Special projects as assigned.
Required Skills and Experience
Bachelor’s Degree in a business or technical discipline and/or equivalent experience in related field.
3–5+ years of experience with complex business solutions‑based sales and/or 2 years’ experience in outside sales.
3–5+ years of experience in a business environment.
PEO consulting experience (preferred).
Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred).
Previous experience in a consultative sales role.
Proven and documented sales track record with complex solution‑based sales.
Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues.
Outstanding ability to meet and exceed sales quotas.
Ability to identify, establish and develop new complex sales business.
Outstanding ability to hunt for new customers.
EOE CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy‑related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
Business Sales Consultant – San Diego, CA Position Summary
The Business Sales Consultant must be able to influence C‑Suite decision makers to think differently about their business through the co‑employment relationship offerings of CoAdvantage. The role is responsible for establishing new customer business and identifying client’s needs in the commercial markets of the assigned region. The primary objective is to establish new prospects and sell CoAdvantage PEO services per annual quota. This is a field sales position that begins as a hunter role with uncapped earning potential.
Essential Job Functions
Identify and prospect new business opportunities that result in new clients.
Profile and manage Salesforce.com daily.
Produce sales leads via self‑generation, BDR‑generated warm leads, and business referrals (associates).
Actively develop and maintain a network of small and mid‑size business owners.
Identify and establish potential channel partners.
Establish 150–200+ new connections each week.
Maintain and/or exceed monthly Key Performance Indicators.
Collaborate and strategize with C‑Suite level professionals on their business needs to introduce, expand and sell CoAdvantage products and services.
Represent CoAdvantage as the leading and best PEO provider.
Adhere to the CoAdvantage Core Competencies and Core Values both inside and outside of the office.
Special projects as assigned.
Required Skills and Experience
Bachelor’s Degree in a business or technical discipline and/or equivalent experience in related field.
3–5+ years of experience with complex business solutions‑based sales and/or 2 years’ experience in outside sales.
3–5+ years of experience in a business environment.
PEO consulting experience (preferred).
Possess a strong working knowledge of employment and labor laws, workforce management best practices and procedures, and state/federal benefit regulations and benefits industry standards (preferred).
Previous experience in a consultative sales role.
Proven and documented sales track record with complex solution‑based sales.
Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues.
Outstanding ability to meet and exceed sales quotas.
Ability to identify, establish and develop new complex sales business.
Outstanding ability to hunt for new customers.
EOE CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy‑related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.
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