Senior Sales Development Representative

Posted Yesterday
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Cleveland, OH, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Identifies and researches prospective customers, qualifies leads, identifies gatekeepers and decision-makers, evaluates customer needs, and coordinates sales discussions between producers and decision-makers. Documents prospect findings in CRM software while supporting new business development through organized, goal-oriented outreach and detailed research.
Summary Generated by Built In

#LI-JSS #LI-Hybrid

Responsibilities body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; }

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
Qualifications body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; }

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
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
  • Bachelor's degree
  • 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
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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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