Product Specialist - Ons

Overview

Please Note:

This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with Bamboo

HR is contingent on passing both a background and credit check.

As a Technical Product Specialist (Add-Ons) at Bamboo

HR, you'll help set both new prospects and existing customers free to do great work by guiding them toward the right Bamboo

HR add-on solutions at the right time. You'll partner closely with Account Executives (AEs) and Account Expansion Executives (AEEs) to bring deep product expertise into customer conversations and help win complex, multi-product deals. This role blends consultative selling, domain expertise, and collaboration. You'll be brought into high-impact moments where clarity, credibility, and confidence matter — helping customers understand how Payroll, Benefits Administration, and Time Tracking can support their intended outcomes.

• Multi-product add-on selling: Sell Payroll, Benefits Administration, and Time Tracking to both net new prospects (Acquisition) and existing Bamboo
  
  HR 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 Bamboo
  
  HR 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 Bamboo
  
  HR'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.

• 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

• Experience selling or supporting Payroll, Benefits Administration, HR, or workforce technology
• Familiarity with benefits, payroll workflows, or broker-influenced buying motions
• Proven ability to act as a trusted product expert on customer calls
• A proactive mindset — you look for opportunities to add value rather than waiting to be asked
• Strong coaching mindset: you seek feedback, apply it, and continuously improve
• Highly team-oriented, with a focus on shared wins and long-term customer success
• Positive, resilient attitude in the face of change and complexity
• AI at Bamboo
  
  HR:
  At Bamboo
  
  HR, we believe in leveraging cutting-edge…