CBIZ

Sales Development Rep

• Develop new business development skills for B2B outbound prospecting
• Gain acceptance from prospective businesses for initial meetings
• Utilize effective outbound calling strategies and email messaging
• Research potential customers and determine appropriate contacts
• Evaluate and qualify interest through engaging phone conversations
• Overcome objections and initiate sales discussions with decision-makers
• Document findings in CRM software
• Maintain accurate and up-to-date records of prospects' interactions
• Log follow-up activities to stay connected and relevant
• Meet and exceed targets for scheduled meetings and conversion rates

Sales Development Representative

IT Support

• Lead teams of support associates focused on the Branch and Home Office network and voice hardware, software, processes, and technologies
• Develop and maintain effective organization of responsibility, including efficient recruiting, training, performance standards, delineation of duties and responsibilities, forecasting and supervision
• Establish and maintain effective communications and relationships across teams, departments, countries, vendors, and other divisions
• Must be able to establish and maintain effective relationships with vendors while aligning to the firm’s objectives
• Hold teams accountable through data analytics
• Align team activities, strategies, responsibilities, and objectives with the firm’s strategic direction while ensuring prudent use of the firm’s financial resources
• Provide leadership, development, and mentoring to associates through examples and timely feedback and performance measurement
• Build, develop and manage a team capable of carrying out operational strategies needed while improving employee, client, and vendor relationships
• Supervise and manage overall performance of assigned associates
• Continue to spend a significant amount of time performing individual tasks related to the success of the team
• Act as a liaison between CBIZ associates and the client
• Responsible for staffing, performance management and disciplinary action for assigned team
• Create and exhibit a sense of ownership for developing efficient operations and identifying opportunities for continuous growth
• Handle the escalations for assigned team
• Create and update procedures and documentation to improve efficiency and effectiveness
• Train associates in new activities, policies, technical systems, and procedures
• Lead and attend department meetings, team meetings, and 1:1s with assigned associates
• Complete performance reviews and make salary recommendations for assigned direct reports
• Assume responsibilities for related duties as assigned

Help Desk Team Leader – Network Solutions

Revenue Operations

• Manage day-to-day execution of pricing, margin, and revenue optimization analyses.
• Develop and implement pricing strategies and frameworks.
• Lead analyses related to pricing performance, margin trends, market positioning, and competitor benchmarking.
• Identify cross-sell and share-of-wallet opportunities(“SoW”) using client and engagement data to drive attainment of revenue growth targets.
• Manage team members responsible for pricing and revenue analytics.
• Partner with Business Intelligence & Data Insights teams to define reporting requirements and support dashboard development.
• Ensure consistent application of pricing policies and accurate execution across the Financial Services teams.
• Support training and enablement efforts to improve pricing and revenue decision-making across the organization.

Director – Revenue Operations

• 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

Audit Manager

Marketing

• Support the execution of conferences, sponsorships, webinars, and hosted/co-hosted events, including pre-event promotion, on-site logistics, and post event follow-up
• Assist with the creation and updating of on-brand collateral materials, team biographies, presentations, and website content
• Support the development, distribution, and promotion of thought leadership content such as articles, newsletters, case studies, etc.
• Assist in the planning and execution of marketing campaigns, including organic and paid digital and social media strategies
• Support the coordination and preparation of Requests for Proposals (RFPs) and other client pitches and presentations, as needed
• Assist with digital marketing efforts, including social media content coordination and posting
• Coordinate and prepare award nominations and submissions
• Compile marketing data and assist with preparing analytics and insights related to marketing and business development initiatives
• Ensure event attendees and marketing activities are entered into CRM and flagged for relevant nurture campaigns and follow-up coordination
• Maintain working knowledge of key platforms such as Salesforce, Pardot, Asana, Oktopost, and others as needed
• Conduct market and competitive research to identify trends, offerings and opportunities
• Collaborate with regional marketing teams, industry marketers, internal creative and digital teams, and external vendors to support execution on initiatives

Marketing Specialist

Account Executive

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based upon consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to designated client service team
• Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
• As appropriate, work with client service team to serve client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

HCM Sales Representative

Controller

• The Controller is responsible for overseeing all financial operations related to client health and welfare plans within the Government Contracting Practice.
• This role manages premium administration, banking arrangements, cash reconciliation, financial reporting, and compliance with applicable accounting standards and regulations.
• The Controller partners with senior leadership to develop and execute financial strategies that support client benefit plans and the practice’s goals.
• Prepare and review monthly, quarterly, and annual financial statements.
• Ensure accuracy, completeness, and timely maintenance of financial records.
• Conduct financial analysis to inform management decisions and performance insights.
• Present financial results and recommendations to senior management and key stakeholders.

Controller – Government Contracting Practice

Account Manager

• Provide essential back-end administrative support for client accounts, ensuring smooth operations and timely responses to team requests
• Collaborate closely with Account Managers and Account Executives to understand client needs and preferences, assisting in the execution of tailored solutions
• Participate in client calls as needed, supporting Account Managers and Account Executives in presenting information and addressing client concerns
• Maintain thorough documentation of client interactions and activities, ensuring all relevant information is accurately recorded and accessible to the client-facing team
• Assist in the preparation and updating of employee benefits communications, including benefit guides, flyers, supplements, etc.
• Pull claims reporting data for account teams to identify trends and opportunities for improvement
• Maintain accurate and up-to-date client records, ensuring the integrity and confidentiality of sensitive information
• Work closely with internal teams, including account managers and account executives, to ensure the seamless execution of client deliverables
• Participate in team meetings by taking notes, contribute to discussions when necessary, and share insights to enhance overall client satisfaction
• To progress in this position, Account Coordinators are expected to study for and pass the Life and Health Insurance Exam

Account Coordinator I – Employee Benefits

Actuary

• Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
• Census data gathering, reconciliation, quality control, and importation onto valuation software
• Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
• Running actuarial valuations and summarizing results for review
• Filing IRS Forms and PBGC filings
• Preparing valuation funding reports
• Preparing actuarial studies and benefit statements
• Coverage and non-discrimination testing
• Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice
• Track and meet all compliance standards
• Assist with special actuarial projects
• Review client invoices for completeness and accuracy
• Understand and assist in the interpretation of plan documents
• Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients
• Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans
• Pursue actuarial or ASPPA examinations
• Review peer technical work flow
• Additional responsibilities as assigned

Actuarial Managing Consultant – Combo Plans

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Build an active pipeline of qualified prospects through various methods
• Document activity, notes, and prospect data in appropriate systems
• Develop and present recommendations to clients based on a consultative selling approach
• Seamlessly transition sold clients to the designated client service team
• Communicate with leadership to provide market insights
• Responsible for meeting annual sales goals

Outside Sales Representative

Consultant

• Perform all aspects of client field work relating to valuation engagements under the direct supervision of senior consultants and above
• Execute valuations for financial reporting (e.g., business combinations, goodwill impairment testing, stock options, etc.), tax reporting, and strategic planning purposes
• Prepare and review valuation models, including discounted cash flow (DCF), guideline public company, and transaction method
• Communicate and work with a broad client base consisting of private equity firms, publicly traded companies, venture-backed companies, etc.
• Understanding of, and ability to compute, financial ratios and perform comparisons among various comparable companies
• Ability to learn and perform business and derivative valuations using option pricing models and Monte Carlo analysis
• Possess and apply analytical, communication, and business writing skills as it relates to individual client assignments
• Extensive research and report writing

Business Valuation Consultant

System Administrator

• Monitor and support software, operating systems and hardware technology
• Troubleshoot and document issues and provide recommendations for resolution
• Identify opportunities for improvement to mitigate risk and optimize technology

Junior Systems Administrator

Accounting Manager

• Performance of preliminary valuation, forensic, and appraisal analyses, including the development of comparative adjusted financial statements and data input for expert witness exhibits
• Gain an understanding of accounting framework, tax law, and audit methodologies and their applicability to the litigation environment
• Develop knowledge of the relevant statutory and family codes and their applicability to accounting principles in the performance of forensic accounting
• Participate in client assignments from beginning to end
• Create forensic and economic models for the presentation of forensic conclusions
• Execute complex technological procedures within industry-standard accounting systems
• Identify and communicate case issues, findings, and improvement opportunities with senior associates, managers, and partners to resolve client issues discovered during engagements
• Work with the discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys, and clients
• Assist in the preparation of exhibits and background information for expert witness testimony
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct

Forensic Accounting and Litigation Associate

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Demonstrate strong understanding of the clients' business and strategic priorities
• Develop and execute the renewal and/or marketing strategy in accordance with client instructions
• Manage new client implementation process
• Execute solid analysis, delivering creative and practical solutions for clients
• Lead and coordinate the evaluation of marketing results, develop and present recommendations to client
• Serve as client's valued advisor, building a strategic, and personal relationship with key client decision makers
• Negotiate renewal action with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
• Participate in RFP process and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Additional responsibilities as assigned