Product Specialist – Add Ons

Role Overview

• Multi-product add-on selling: Sell Payroll, Benefits Administration, and Time Tracking to both net new prospects (Acquisition) and existing BambooHR customers (Expansion), aligning solutions to customer needs and business goals.
• Specialist support in active deals: Partner with AEs and AEEs through discovery, demos, and deal execution in a way that both helps close the platform deal and drives meaningful add-on upsell.
• Expert-led product demonstrations: Conduct demos that translate deep product and industry knowledge into clear, simplified messaging that connects customer challenges to BambooHR solutions.
• Proactive opportunity identification: Identify add-on opportunities within active deals and push to be included when specialist expertise will improve deal quality, confidence, or conversion.
• Pipeline ownership and prioritization: Manage and prioritize a revolving pipeline of specialist-supported opportunities across multiple products in a fast-moving environment.
• Customer and internal communication: Communicate effectively with customers and internal partners via phone, video, and email to keep deals moving forward with clarity and alignment.
• Value-based selling execution: Apply BambooHR’s value-based sales methodology to uncover customer outcomes, align solutions, and support consistent deal execution.
• Pipeline hygiene and forecasting: Maintain accurate pipeline data, forecasting, and follow-through in Salesforce to support visibility and predictability.
• Cross-functional collaboration: Work closely with Expansion, Acquisition, Enablement, Product, and Customer Experience teams to ensure a seamless and trusted customer experience.
• Full engagement and availability: Be present and engaged full-time, Monday–Friday from 8 AM–5 PM.

Requirements

• 1-2 years of Relevant Experience: Prior experience in sales, solutions consulting, or customer-facing SaaS roles
• Collaborative Selling: Strong collaboration and negotiation skills, with the ability to influence without owning the full deal
• Conveying Value: Ability to articulate the value of multiple products through demos, calls, and written follow-up
• Excellent Communication: Ability to explain complex topics in a clear, persuasive, and approachable way via written and verbal communication.
• Superb Organizational Skills: Strong organization and prioritization skills in a fast-moving, high-volume environment
• Internal & External Multi-threading: Ability to engage multiple stakeholders across a full pipeline of opportunities simultaneously
• Must reside in (or be willing to relocate to) Utah

Benefits

• Comprehensive health, life, and disability insurance
• Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
• 401k plans with up to 6% company match
• $2000 Paid-Paid Vacation bonus
• EAP through Headspace