#LI-OD1 #LI-Hybrid
ResponsibilitiesPosition Summary
The Client Solutions Consultant (CSC) plays a critical role in the sales process by serving as the subject matter expert for CBIZ Human Capital Management solutions. This role partners closely with Sales to understand prospect needs, deliver tailored solution demonstrations, and position our technology and services in a way that drives confident buying decisions.
This is a highly visible, client-facing role that requires strong business acumen, technical expertise, and exceptional presentation skills.
Essential Functions and Primary Duties
- Partner with Sales Representatives throughout the evaluation process, including Discovery/Analysis, Solution Demonstrations, and Stakeholder Presentations
- Participate in Analysis calls to uncover client requirements, pain points, and desired outcomes
- Translate discovery insights into a compelling and customized demo experience
- Lead tailored system demonstrations that align directly with prospect needs, workflows, and business objectives
- Support the development of proposals, RFP responses, and solution positioning strategies
- Maintain deep expertise in CBIZ services, CBIZ HCM technology, including Payroll, HR, Timekeeping, and related modules
Collaborate with internal teams (Implementation, Client Success, Service) to ensure alignment and successful handoff post-sale
Expanded Role Contributions
- Sales Training & Enablement: Participate in the onboarding and training of new Sales Producers, contributing to the development of product knowledge and solution positioning skills
- Thought Leadership & Content Creation: Contribute to internal and client-facing content, including participation in company podcasts and video initiatives
- Webinars & Events: Host and/or participate in internal and external webinars and presentations to support brand awareness and pipeline development
- Continuous Improvement: Actively contribute to refining demo strategies, messaging, and best practices across the Solutions Consulting team
Preferred Qualifications
- Proven experience in a client-facing, consultative role (HCM, HRIS, Payroll, or SaaS preferred)
- Strong understanding of Human Capital Management processes and systems
- Exceptional presentation and communication skills, with the ability to engage and influence diverse audiences
- Ability to translate complex concepts into clear, compelling narratives
- Strong organizational skills with the ability to manage multiple opportunities simultaneously
- Comfortable working in a fast-paced, high-volume sales environment
- Experience with CRM systems (Salesforce preferred) and virtual presentation tools
- SHRM/FPC/CPP designations a plus but not required
- Experience with the UKG Ready platform is a plus but not required
Minimum Qualifications
- High School diploma or GED required; Bachelor's degree preferred
- 3 to 5 years of experience of related experience
- Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
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.
Skills Required
- High School diploma or GED
- Bachelor's degree
- 3 to 5 years of related experience
- Presentation skills
- Proficient use of applicable technology
- Demonstrated verbal and written communication skills at all levels
- Must be able to work in a team environment
- Ability to travel based on client and business needs
- Proven client-facing, consultative experience (HCM, HRIS, Payroll, or SaaS)
- Strong understanding of Human Capital Management processes and systems
- Experience with CRM systems (Salesforce)
- Experience with virtual presentation tools
- SHRM, FPC, or CPP certifications
- Experience with UKG Ready platform
- Strong organizational skills; ability to manage multiple opportunities
- Comfortable working in a fast-paced, high-volume sales environment
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
