
1001 - 5000 employees
Founded 2006
🤝 B2B
💸 Finance
📋 Compliance
B2B • Finance • Compliance
Escalon Services is an outsourced operations firm that provides integrated Financial Operations, HR & People Operations, and Tax Operations to growing companies. They deliver fractional CFO services, bookkeeping and monthly close, multi-state payroll and benefits administration, year‑round tax strategy and filings (including R&D credits and international filings), and audit-readiness support — all via a single U. S. -led pod that serves VC-backed and growth-stage businesses across industries. Escalon focuses on companies roughly $1M–$50M in revenue and emphasizes one-team delivery to eliminate cross-vendor handoffs.
🔥 29 minutes ago
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1001 - 5000 employees
Founded 2006
🤝 B2B
💸 Finance
📋 Compliance
B2B • Finance • Compliance
Escalon Services is an outsourced operations firm that provides integrated Financial Operations, HR & People Operations, and Tax Operations to growing companies. They deliver fractional CFO services, bookkeeping and monthly close, multi-state payroll and benefits administration, year‑round tax strategy and filings (including R&D credits and international filings), and audit-readiness support — all via a single U. S. -led pod that serves VC-backed and growth-stage businesses across industries. Escalon focuses on companies roughly $1M–$50M in revenue and emphasizes one-team delivery to eliminate cross-vendor handoffs.
• Become the trusted HR outsourcing partner to our Client Engagement Managers (CEMs) — your internal referral network — and to the client teams they serve. • Run a disciplined cadence of book-of-business reviews with CEMs to surface and qualify new harvesting opportunities across the existing client base. • Coach and equip CEMs with the talk tracks, tools, and resources they need to spot opportunities inside their own accounts. • Read the signs and triggers of an HR outsourcing need — rapid headcount growth, new-state expansion, compliance gaps, HR or finance leader turnover, renewals, M&A or financing events — and move on them fast. • Lead strategic conversations with CFOs, owner-operators, and executive teams, translating their challenges into practical HR outsourcing solutions. • Facilitate crisp discovery calls that get to the real pain points, then bring the right internal subject-matter experts (SMEs) so the right people are in the room solving the right problems. • Think like a risk manager — identify each client’s compliance and risk exposures and design solutions that reduce risk and cost while making their lives simpler and easier. • Develop and nurture referral relationships that generate additional harvesting opportunities across the base. • Manage a high volume of concurrent opportunities with speed and precision, keeping pipeline, activity, and forecast accurately tracked in Salesforce. • Partner with the CRO, People Operations, and delivery teams to scope, price, and cleanly hand off won engagements for a seamless client experience. • Other Duties as assigned.
• Bachelor’s degree, or equivalent professional experience in HR, benefits, or sales. • Minimum 5 years selling HR products and services (PEO, ASO, HRO, benefits, payroll, or related HR outsourcing solutions). • Deep, expert-level knowledge of HR outsourcing and the challenges facing small and mid-sized employers, including solid working knowledge of payroll, benefits, and PEOs. • Gravitas and credibility with CFOs, owner-operators, and executive teams — likeable, trustworthy, and speak their language. • Proven ability to quickly earn the trust of internal referral partners and client teams alike. • Strong consultative, strategic selling skills, with a track record of high-level conversations and discovery that uncovers the real need. • An instinct for small-business problem solving — making clients’ lives simpler while reducing risk and cost — and the ability to think like a risk manager. • High energy and drive, with the discipline to keep a relentless cadence and juggle many accounts and opportunities at once. • Exceptional curiosity and listening skills; reads the signs and triggers of a new harvesting opportunity and acts on them. • Speed, accuracy, and a high attention to service and detail. • Highly organized and self-managing, and thrives working fully remotely. • Strong AI skills, using AI tools to work faster and produce high-quality proposals. • Proficiency with Salesforce (our CRM) Microsoft Suite Google Workspace Experience with sales-engagement and proposal-automation tools.
• Health insurance • Professional development opportunities
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