Nextep

    BC Team Lead - Scottsdale

    Nextep
    Posted 11/12/2025Entry Level
    Full-time
    Sales
    Prospecting
    Client Engagement
    Sales Proposals
    Team Leadership
    Mentorship

    Job Description

    Job Summary Actively engages prospective clients in a defined territory, generating interest in Nextep’s products and services, presenting and delivering formal proposals, and ultimately acquiring new business for the organization. Responsibilities Consistently leads team in prospecting for new business relationships via face-to-face, phone, and email efforts Supports the RSM the day-to-day activities of the team, including task delegation, scheduling, and workload distribution, and attendance of onsite meetings (IPs, Proposals, etc) Identify the training and mentorship needs of team members and facilitate their professional development to enhance their skills and performance. Executes a documented daily activity plan and records all sales activities on a daily basis in Nextep’s CRM daily Diligently follows a documented workflow for all required sales activities Gathers and enters prospective client data and other key sales and marketing data into Nextep’s CRM daily Educates prospective clients on Nextep’s products and services using assigned presentation materials and scripts Delivers formal proposals and contracts to new business opportunities Consistently generates new business revenue for the organization Maintains ongoing relationships with clients

    Education:

    High School Diploma or equivalent required. Bachelor's degree, with an emphasis in Business, from a four-year college or university preferred

    Experience:

    1 to 2 years related experience and/or training preferred Must be able to travel 50% of the time. Maintain valid driver’s license, auto insurance and reliable transportation for market visits

    Benefits:

    100% paid health, vision, and dental insurance for employees and their families Up to 12 weeks of paid parental leave 401(k) matching Work-from-home flexibility

    About us:

    Nextep has four values that you’ll find in our employees and our clients: people, transparency, entrepreneurial spirit, and celebrating success. Our people are the core of our business, so we believe in lifting them up, celebrating their accomplishments, and hiring great coworkers for them. We are a Professional Employer Organization (PEO), we work hand-in-hand with small and mid-sized companies to provide HR services including payroll, benefits, human resources, risk & compliance, and more. Last but not least, Nextep is a certified Great Place To Work! “I really do love and appreciate the true work/life balance! It's rare to find such a healthy balance in the outside sales world.” -Taylor, business consultant

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