HCM Sales Consultant

🕒 June 12

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CBIZ

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.

📋 Description

• Proactively prospect and generate new B2B business through cold calling, networking, field outreach, and digital engagement. • Achieve annual new revenue targets through consultative sales to new clients. • Act as a high-activity “door opener,” focused on displacing legacy providers and winning net-new logos. • Manage the full sales cycle including discovery, solution development, proposal presentation, contract negotiation, and closing. • Track and manage all sales activities, opportunities, and prospect interactions within CRM systems. • Document and analyze won and lost opportunities to improve sales strategy and forecasting. • Partner with internal implementation and client service teams to ensure a seamless onboarding experience for new clients. • Identify and support cross-selling opportunities across additional service lines. • Provide leadership with insights on market trends, competitive activity, and client needs.

🎯 Requirements

• 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.

🏖️ Benefits

• Health insurance • Professional development opportunities

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