Sales Development Representative | Artificial Intelligence

Posted Yesterday
2 Locations
In-Office or Remote
Junior
Consulting • Financial Services
The Role
Perform outbound prospecting within a territory using phone, email, and social to qualify leads, schedule meetings for Account Executives, research target accounts, collaborate on account plans, and document all activity in Salesforce to support pipeline growth and KPI attainment.
Summary Generated by Built In

#LI-CF2 #LI-Remote

Responsibilities

If you are looking for more than another AI title, this opportunity provides direct access to executive priorities, meaningful client impact, and the chance to help establish CBIZ as a market leader in the future of AI-driven professional services.

Essential Functions & Primary Duties

  • Work within a defined territory to engage qualified leads through outbound communication (email, phone and social) to initiate conversation and schedule meetings for the sales team
  • Leverage all accessible tools, resources, and support to meet and exceed all KPI's and quotas
  • Collaborate with Account Executives on selling strategies and account plans
  • Utilize knowledge of CBIZ services to define entry point into prospective accounts
  • Research and gather information about target accounts in support of building out account plans and prospect database
  • Ensure all customer facing activity is documented in Salesforce.com to provide the business with market data as well as pipeline growth

 

Preferred Qualifications

  • Related college degree preferred
  • 2+ years of experience in a fast- paced environment, preferably sales
  • You have a strong desire for long-term career in sales
  • Must demonstrate a desire to learn, embrace new concepts, and be passionate about leveraging the phone, email and social media to drive opportunity
  • Team player; ability to take accountability and direction
  • Ambitious and comfortable taking initiative
  • Strong interpersonal, communication and presentation skills
  • Proven ability to analyze and prioritize tasks in a fast- paced environment
Qualifications

Minimum Qualifications

  • High School Diploma or GED equivalent
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
About Us

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 equivalent
  • 1 year of relevant experience
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization
  • Proficient use of applicable technology
  • Must be able to work in a team environment
  • Must be able to travel based on client and business needs
  • Experience using Salesforce.com (documenting customer-facing activity)
  • Related college degree
  • 2+ years of experience, preferably sales
  • Desire for a long-term career in sales
  • Willingness to learn and embrace new concepts
  • Strong interpersonal, communication and presentation skills
  • Proven ability to analyze and prioritize tasks in a fast-paced environment
Am I A Good Fit?
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The Company
HQ: Cleveland, OH
3,512 Employees

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.

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