
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
🕒 March 6
🏢🏡 Chicago – Hybrid
💵 $100k - $175k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
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10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
• 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 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 upon consultative selling approach • Appropriately close for new business, documenting won and lost opportunities and reasons • Seamlessly transition sold clients to designated client service team • Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers • As appropriate, work with client service team to serve 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 position • Additional responsibilities as assigned
• 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
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