Job Description

#LI-KW1 #LI-Hybrid

Essential Functions and Primary Duties

• Search for potential customers, clients or buyers in order to develop new business
• Research potential customers and determine the quality of the lead
• Identify the gatekeeper (person in charge of communicating or preventing information from reached decision - maker) and the decision maker (the person in charge of making the final decision on the sale)
• Evaluate and qualify needs
• Orchestrate sales discussions between producers and decision makers
• Document findings in customer relationship management (CRM) software

Minimum Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• At least 3 years of sales and customer service experience
• Advanced verbal and written communication skills
• Advanced organizational and time management skills
• Advanced research skills
• High attention to detail
• Self-Motivated
• Goal Oriented

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.