CBIZ
Overview
Business Development Representative, CBIZ Technology. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights and actionable solutions to help clients accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. Essential Functions And Primary Duties
New Business Development: Act as a "hunter" responsible for onboarding new clients to the firm. Product and Service Representation: Develop a deep understanding of our products and services and identify how our solutions meet client needs. Sales Quotas: Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics. Lead Generation: Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets. Action Plan: Develop and implement an action plan through data analysis, adjusting sales techniques based on field interactions and results. Daily And Monthly Responsibilities
Maintain working relationships with existing clients to ensure exceptional service and identify potential new sales opportunities. Identify appropriate prospects, set appointments, make qualifying sales calls, and manage the sales cycle to close new business in all service categories offered. Possess in-depth knowledge of all service and solution offerings and coordinate demos and handle objections. Prepare professional, complete, concise, and accurate proposals and other documentation for executive-level presentations. Achieve sales goals by assessing current client needs and following a defined selling process, often utilizing product demos and presentations. Preferred Qualifications
Experience selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP) Excellent communication, interpersonal, problem-solving, presentation, and organizational skills. Proficiency with sales management software and CRM, preferably ConnectWise and/or Salesforce. Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, OneDrive, among others) Ability to build trust in customers by presenting offerings with confidence and integrity. Ability to travel and attend off-hours events locally and nationally Bachelor’s degree Proven success rate at levels above quotas Ability to balance persuasion with professionalism Strong organizational skills and attention to detail Experience selling RPA/Intelligent Automation, AI, Data Analytics Technologies, Cloud & Infrastructure, or ERP implementations are a plus Minimum Qualifications Required
Bachelor’s degree in business administration or accounting Minimum of three years of direct sales experience Possess industry knowledge Excellent verbal and written communication skills plus presentation skills Ability to manage time effectively and multi-task -Hybrid Equal Opportunity Notice
CBIZ is an equal opportunity employer and reviews applications for employment without regard to 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. For more information about EEO rights as an applicant, please visit the applicable government site.
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Business Development Representative, CBIZ Technology. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights and actionable solutions to help clients accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. Essential Functions And Primary Duties
New Business Development: Act as a "hunter" responsible for onboarding new clients to the firm. Product and Service Representation: Develop a deep understanding of our products and services and identify how our solutions meet client needs. Sales Quotas: Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics. Lead Generation: Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets. Action Plan: Develop and implement an action plan through data analysis, adjusting sales techniques based on field interactions and results. Daily And Monthly Responsibilities
Maintain working relationships with existing clients to ensure exceptional service and identify potential new sales opportunities. Identify appropriate prospects, set appointments, make qualifying sales calls, and manage the sales cycle to close new business in all service categories offered. Possess in-depth knowledge of all service and solution offerings and coordinate demos and handle objections. Prepare professional, complete, concise, and accurate proposals and other documentation for executive-level presentations. Achieve sales goals by assessing current client needs and following a defined selling process, often utilizing product demos and presentations. Preferred Qualifications
Experience selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP) Excellent communication, interpersonal, problem-solving, presentation, and organizational skills. Proficiency with sales management software and CRM, preferably ConnectWise and/or Salesforce. Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, OneDrive, among others) Ability to build trust in customers by presenting offerings with confidence and integrity. Ability to travel and attend off-hours events locally and nationally Bachelor’s degree Proven success rate at levels above quotas Ability to balance persuasion with professionalism Strong organizational skills and attention to detail Experience selling RPA/Intelligent Automation, AI, Data Analytics Technologies, Cloud & Infrastructure, or ERP implementations are a plus Minimum Qualifications Required
Bachelor’s degree in business administration or accounting Minimum of three years of direct sales experience Possess industry knowledge Excellent verbal and written communication skills plus presentation skills Ability to manage time effectively and multi-task -Hybrid Equal Opportunity Notice
CBIZ is an equal opportunity employer and reviews applications for employment without regard to 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. For more information about EEO rights as an applicant, please visit the applicable government site.
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