CBIZ
CBIZ, Inc. is a leading professional services advisor to middle-market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.
CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Strategic Talent Acquisition Leader | Building High-Performance Teams | Driving Business Growth
Essential Functions And Primary Duties Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming year Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources Document activity, notes, and prospect data in appropriate CBIZ systems Develop and present recommendations to clients based on a consultative selling approach Appropriately close for new business, documenting won and lost opportunities, and reasons Seamlessly transition sold clients to the designated client service team Serve as the client’s valued advisor, building a strategic and personal relationship with key client decision makers As appropriate, work with the client service team to serve the client and retain business Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence Identify, initiate, and support cross-serving leads to other CBIZ business developers Responsible for meeting annual sales goals, if applicable to the position Additional responsibilities as assigned Preferred Qualifications Series 65 Bachelor's Degree in Accounting or Finance Proven successful lead generation Experience selling to business owners and C-Suite executives Minimum Qualifications High School Diploma or GED equivalent Some relevant industry experience Must obtain required licenses/credentials Superior command of verbal, written, presentation, and negotiation skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Must be able to travel based on client and business needs CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to
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Essential Functions And Primary Duties Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming year Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources Document activity, notes, and prospect data in appropriate CBIZ systems Develop and present recommendations to clients based on a consultative selling approach Appropriately close for new business, documenting won and lost opportunities, and reasons Seamlessly transition sold clients to the designated client service team Serve as the client’s valued advisor, building a strategic and personal relationship with key client decision makers As appropriate, work with the client service team to serve the client and retain business Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence Identify, initiate, and support cross-serving leads to other CBIZ business developers Responsible for meeting annual sales goals, if applicable to the position Additional responsibilities as assigned Preferred Qualifications Series 65 Bachelor's Degree in Accounting or Finance Proven successful lead generation Experience selling to business owners and C-Suite executives Minimum Qualifications High School Diploma or GED equivalent Some relevant industry experience Must obtain required licenses/credentials Superior command of verbal, written, presentation, and negotiation skills Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally Must be able to travel based on client and business needs CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to
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