Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Scheduled Hours Per Week:
40

Job Code:
FS252

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work


• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence


• Top 101 2020 Best and Brightest Companies to Work For in the Nation


• 2020 Healthiest 100 Workplace in America


• 2021 Top Workplaces USA

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

Essential Functions and Primary Duties

• Target and penetrate middle-market businesses to source new opportunities for CBIZ to deliver a wide array of financial services including audit, tax, M&A, and advisory solutions.


• Skillfully contact CFOs and financial leaders in industries including manufacturing, construction, business services and private equity to understand their needs, future plans, and desire for change.


• Continually identify and qualify new sales opportunities through building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.


• Partner with Client Service Teams to develop and execute sales campaigns specific to your local market and practice groups.


• Meet the challenge of generating leads and winning new business in larger companies as CBIZ executes a strategy of moving up-market into dynamic and sophisticated businesses requiring a full slate of advisory solutions and advice.


• Support prospecting and referral activity through a goal of 20 sales appointments per month, conducted in-person, through video conference technologies, or by phone sessions.


• Work closely with Client Service colleagues in leading a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.


• Responsible for crafting an annual sales plan and for meeting annual sales goal, agreed-to by you and the National Director of Business Development.


• Plan and report on sales activity using Salesforce CRM enterprise application.


• Report to National Director of Business Development while maintaining strong relationships with internal stakeholders including Senior Managing Directors, Managing Directors and Practice Leaders, and Marketing and Operations Professionals.


• Perform other duties as assigned.

Minimum Qualifications Required

• The successful candidate will have a Bachelor's degree and a fundamental understanding of business administration, finance, and/or accounting


• Proven sales ability represented by a minimum of 5 years of direct sales experience


• Growth mind-set and demonstrated ability to quickly learn new concepts, solutions, and technologies


• Possess knowledge of CFO persona-types and their buying triggers and patterns


• Excellent verbal and written communication skills, plus very strong presentation skills


• Ability to manage time effectively and to multi-task
  
  

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