CBIZ

Marketing

• Build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns.
• Support annual planning and budgeting; prioritize initiatives with local and industry leadership.
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards.
• Plan and manage seminars, conferences/tradeshows, sponsorships, and CBIZ‑hosted events end‑to‑end (logistics, vendors, run‑of‑show).
• Coordinate pre/post‑event outreach and follow‑up.
• Track, measure, and communicate performance (pipeline, engagement, leads, wins); use insights to refine plans.
• Partner across services, regions, and industries to align priorities and share best practices.
• Serve as liaison between office/industry teams and the broader marketing organization.
• Build strong relationships with internal leaders and external partners; gather feedback to improve programs.
• Provide direction to junior team members and cross‑functional contributors; foster a collaborative, results‑driven culture.

Senior Marketing Manager

Financial Planning and Analysis

• Provide fractional CFO/Controller advisory and accounting support to small and mid‑market clients in collaboration with the OAAS team.
• Help business owners build, mature, and manage their accounting and finance functions; identify gaps and recommend improvements.
• Deliver accounting, financial, and business insights using advanced analytics and visualization tools.
• Develop and maintain budgeting models, 12‑month rolling cash flow forecasts, and 3–5 year strategic financial scenarios.
• Evaluate a company’s existing accounting and perform the resulting accounting clean up work.
• Assess accounting processes for streamlining and automation; document current/future state and drive adoption.
• Perform KPI development and monitoring tied to financial health, profitability/value creation, and growth.
• Conduct interviews with client personnel to diagnose process issues and translate findings into actionable recommendations.

Senior Financial Accountant/Analyst – Outsourced Accounting & Advisory Services

• 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
• May be the internal advisor on technical matters as a Subject Matter Expert
• May be 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

Tax Director

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 on assigned accounts
• Build relationships with employer/group clients 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

Account Manager – Employee Benefits

Human Resources

• Function as administrative support for the HR Shared Services Team assisting HR Business Partners, HR Shared Services Specialists, and employees
• Front door for incoming HR Shared Services help desk requests and questions, delivering excellent customer service
• Manages incoming department email requests and assigns to appropriate team members
• Delegates HR Help Desk tickets to the appropriate queue and/or agent.
• Completes electronic filing and maintains hardcopy personnel files and employment agreements
• Data entry into Oracle Converge
• Administer special projects as requested and communicates status to appropriate personnel
• Effectively operates all department equipment and software applications
• Execute administrative duties as assigned
• Additional responsibilities assigned

HRSS Coordinator

• Partner with business management in support of business objectives
• Responsible for recruitment process, selection, and assimilation of new hires through on boarding
• Administer performance management system
• Respond to employee relations complaints and harassment allegations in conjunction with HR Director or Corporate HR
• Partner with HRD or DHRD in conducting employee relations counseling and corrective action when necessary in conjunction with hiring manager
• Conduct or facilitate workforce training
• Participate in development and administration of Corporate HR policies, procedures and standards
• Conduct all exit interviews and coordinate unemployment claims
• May be primary user of HRIS
• Maintain compliance with Corporate HR policies, local policies and federal and state employment regulations
• Maintain secure personnel files
• Additional responsibilities as assigned

Senior Human Resources Generalist

Accounting Manager

• Perform all aspects of client field work meeting client objectives as defined in scope of services under the direct supervision of senior consultant and above
• Apply area of expertise relative to client engagements and perpetually build knowledge base and thus strengthening area of expertise
• Execute solid analysis, delivering creative and practical solutions for client engagements
• Deliver urgent responses to existing client inquiries
• Attain revenue objectives
• Adhere to engagement budget constraints and complete assigned tasks within the time requested
• Maintain systems proficiency to enhance client services delivery
• Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

Accounting Associate

Sales Development Rep

• Develop new business development skills for B2B outbound prospecting
• Secure first appointments with prospective businesses
• Research potential customers and determine appropriate contacts to reach
• Overcome objections and gain acceptance to connect with our sales consultants
• Maintain accurate records of prospect’s interactions and sales activities in the CRM system
• Meet and exceed targets for scheduled meetings and conversion rates
• Stay informed about industry trends to enhance prospecting efforts

Sales Development Representative, Benefits & Insurance

• Utilize effective outbound calling strategies, effective email messaging, and social selling techniques developed in collaboration with Marketing and Sales Management to secure first appointments with prospective businesses.
• Research potential customers and determine appropriate contacts to reach.
• Evaluate and qualify interest by engaging and navigating phone conversations.
• Overcome objections, engage with prospects in conversations, and gain their acceptance to connect with our sales consultants.
• Initiate sales discussions between sales consultants and decision-makers.
• Document findings in customer relationship management (CRM) software.
• Maintain accurate and up-to-date records of prospect’s interactions and sales activities in the CRM system.
• Log appropriate follow up activities to stay connected with prospective companies and maintain business relevance.
• Meet and exceed targets for scheduled meetings and conversion rates.
• Stay informed about industry trends, market conditions, value differentiators, and competition to enhance inbound and outbound prospecting efforts.

Sales Development Representative

Sales Development Representative – Benefits, Insurance

• Develop new business development skills for B2B outbound prospecting
• Gain acceptance from prospective businesses to set up initial meetings
• Pursue high volume of outbound suspects from marketing efforts
• Utilize outbound calling strategies and effective email messaging
• Research potential customers and determine appropriate contacts
• Overcome objections and initiate sales discussions
• Document findings in CRM software and maintain records
• Meet and exceed targets for scheduled meetings

• develop collaborative, lasting professional and personal relationships with clients
• provide valuable services as a genuine trusted advisor
• support and lead growth oriented clients during periods of transformation
• prepare core financial information, models and analyses relative to engagement requirements/expectations
• communicate and interface with key stakeholders including both company management and private equity deal and operational teams
• proactively identify and communicate any areas of potential risk and obstacles to success

Senior Manager, CFO Advisory

• Develop new business development skills for B2B outbound prospecting
• Secure initial meetings with prospective businesses
• Use sales technology and tools to succeed
• Document customer interactions in CRM software
• Meet and exceed targets for scheduled meetings and conversion rates

• Develop necessary new business development skills for B2B outbound prospecting
• Build foundation to become successful sales consultant
• Gain acceptance from prospective businesses for initial meetings with sales consultants
• Pursue high volume of outbound suspects sourced through marketing efforts
• Utilize effective outbound calling strategies, email messaging, and social selling techniques
• Research potential customers and determine appropriate contacts
• Evaluate and qualify interest through phone conversations
• Overcome objections and engage with prospects
• Initiate sales discussions and document findings in CRM software
• Maintain accurate records of interactions and sales activities
• Meet and exceed targets for scheduled meetings and conversion rates

• Develop business development skills for B2B outbound prospecting
• Utilize effective outbound calling strategies and secure first appointments
• Research potential customers and determine appropriate contacts
• Evaluate and qualify interest through phone conversations
• Document findings in CRM software
• Meet and exceed targets for scheduled meetings