CBIZ

Business Development Rep

• Identify and help to develop strategic relationships with partners or potential customers
• Work to identify business opportunities by prospecting and conducting research
• Collaborate with the operations team to create unique solutions to prospects and client problems
• Identify service/product improvements by monitoring industry trends and engaging in discussions with clients
• Follow latest industry developments, research market trend and stay up-to-date on competitors
• Provide key market intelligence based on interactions with clients, prospects, and other market players
• Populate and update relevant data in the designated customer relationship management system
• Contribute to the development of marketing strategy and plans
• Additional responsibilities as assigned

Business Development Associate – Property & Casualty

Account Manager

• Provide service delivery to an assigned block of clients
• Resolve moderately complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
• Escalate client concerns when appropriate
• Assist client services management in conducting client meetings as needed
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May provide guidance and direction to less experienced client service staff

Account Manager – Employee Benefits

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper level client management
• Has intermediate to advanced level tax preparation skills
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manages multiple assignments inside an engagement
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• Trains, supervises and mentors lower level staff
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Senior Tax Associate – International

Sales Development Rep

• Develop new business development skills for B2B outbound prospecting.
• Set up initial meetings with prospective businesses.
• Utilize effective outbound calling strategies, effective email messaging, and social selling techniques.
• Research potential customers and determine appropriate contacts to reach.
• Engage in conversations to qualify interest.
• Document findings in CRM software.
• Maintain accurate and up-to-date records of interactions and activities.

Sales Development Representative, Benefits & Insurance

• Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, manufacturing & distribution and technology & life sciences.
• Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers, VP/Dir of Tax and other key financial leaders to understand their needs, future plans, and desire for change.
• Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.
• Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.
• Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.
• Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with the Regional Director of Business Development.
• Plan and report on sales activity using Salesforce CRM enterprise application.
• Play a role in delivering business development skills training to client service colleagues and other emerging professionals.
• Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders, including Senior Managing Directors, Managing Directors, Practice Leaders, Industry Leaders, and Marketing and Operations Professionals.
• Perform other duties as assigned.

Business Development Manager

Client Services Representative

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client’s organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Tax Manager – Private Client Services

Financial Planning and Analysis

• Provide technical expertise related to investment questions and issues in support of servicing clients
• Establish strong relationships with vendors, record-keepers, investment managers, and custodians
• Gather and maintain market intelligence related to products, services, and value propositions
• Review and modify the Investment Policy based on needs of the Plan Sponsor to ensure compliance and consistency
• Provide general client service and problem resolution services
• Prepare agenda items and content for client meetings
• Assist with the presentation of investment reviews with clients
• Work with service team on investment review action items/follow ups
• Perform due diligence and commentaries on investment managers
• Perform investment assessment and analysis for the entry and removal of preferred fund lists
• Cover asset class for preferred fund list
• Assist with and complete strategic projects on a quarterly basis
• Produce reports using investment software programs such as Morningstar Direct and Envestnet
• Manage client requests for proposals for plan recordkeepers/vendors
• Provide individual and global investment advice to plan participants as needed in conjunction with Retirement Plan Education Specialist
• Additional responsibilities as assigned

Senior Investment Consultant

Account Executive

• Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
• Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
• Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
• Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
• Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
• Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
• Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
• Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
• Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
• Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

Retirement Plan Sales Consultant

Accounting Manager

• Demonstrate proactive client contact; viewed as a trusted business partner
• Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
• Coach staff on business development strategies
• Could have direct profit responsibility for specialty practice
• Responsible for ongoing planning, marketing and business development of a specialized department
• Responsible for team and or department meeting budgeted goals
• Responsible for practice billing and timely collection of fees
• Participate in various administrative aspects of managing business unit
• Establish team environment and a positive culture
• Ensure quality control standards are met
• May be a member of the Senior Operations Management Team
• Additional responsibilities as assigned

Managing Director, Outsourced Accounting Solutions

Data Analyst

• Perform data extractions and data pulls from various sources using Alteryx and SQL for reporting and analysis.
• Design, develop, and maintain interactive dashboards and reports using Power BI.
• Conduct data quality assurance, including identifying, investigating, and resolving data anomalies, inconsistencies, or errors.
• Collaborate with business units, finance, audit, and IT to understand data needs and provide actionable insights.
• Clean, transform, and prepare large data sets to support business analysis, decision-making, and reporting requirements.
• Assist with the automation of repetitive data processes and workflows using Alteryx.
• Document data sources, data flows, and analytical methodologies to ensure transparency and repeatability.
• Present analysis findings and recommendations to stakeholders in clear, understandable terms.
• Stay current with industry best practices and emerging technologies relevant to data analysis and business intelligence.

Data Analyst – Business Intelligence, Data Insights

• Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects, covering areas such as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations, lease accounting (ASC 842), financial reporting, and SEC reporting
• Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs
• Demonstrate a deep knowledge of the client’s business and identify high-risk accounting areas
• Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes
• Generate written components of various reports/deliverables related to engagements
• Efficiently research technical accounting topics as it pertains to the engagement
• Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth
• Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency
• Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities
• Supporting business development efforts through client relationships and networking

Technical and Transactional Accounting Manager

• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Demonstrate understanding of the client’s business including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
• Review associates’ accounting, tax or auditing work: provide constructive review points
• May supervise Associate’s on engagements
• Train and mentor associate staff
• May be involved in the client billing process by assisting Managers or Directors
• Identify and begin to develop knowledge in selected specialty practice
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Senior Associate – Forensic Accounting, Litigation

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

CBIZ

Business Development Associate – Property & Casualty

Account Manager – Employee Benefits

Senior Tax Associate – International

Sales Development Representative, Benefits & Insurance

Business Development Manager

Tax Manager – Private Client Services

Senior Investment Consultant

Retirement Plan Sales Consultant

Managing Director, Outsourced Accounting Solutions

Data Analyst – Business Intelligence, Data Insights

Retirement Plan Sales Consultant

Technical and Transactional Accounting Manager

Senior Associate – Forensic Accounting, Litigation

Tax Director, HNW

Tax Managing Director