CBIZ

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

Employee Benefits Sales Consultant

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

Field Engineer

• Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory.
• Responsible for installing, upgrading, and maintaining both primary and backup branch connectivity.
• Manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs.
• Provide client training on newly implemented systems.
• Regular travel up to 3 hours in one direction to branch locations.
• Primarily fieldwork within designated territory (Charlotte, NC).

Field Service Technician – Network Solutions

• Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory.
• Responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling.
• Manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines.
• Must remain adept with evolving technologies and provide client training on newly implemented systems.
• Require regular travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region.
• Drive a company-provided vehicle to complete on-site service calls throughout the territory.

• Support Edward Jones branch offices, vendor sites, and home FA locations within assigned territory
• Install, upgrade, and maintain both primary and backup branch connectivity
• Manage maintenance, IMAC tasks, and various projects while ensuring compliance with SLAs
• Provide client training on newly implemented systems
• Travel up to 3 hours in one direction to Edward Jones branch locations

Accounting Manager

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
• Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
• Understand client’s Qualified Plan needs
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Senior Accounting Manager

Consultant

• Review Consultant work product and provide feedback
• Responsible for completion of engagements, including managing all aspects of project
• Conduct solid analysis; deliver solutions for internal and external clients
• Attain revenue objectives
• Adhere to engagement budget constraints and complete assigned tasks with the time requested
• 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
• Additional responsibilities as assigned

Senior Consultant – Talent Solutions

Manager

• 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

Manager – Talent Solutions

Producer

• Manage daily accounting functions, including accounts payable, accounts receivable, payroll, general ledger maintenance and financial close process.
• Prepare or review client’s internal financial statements, ensuring accuracy and compliance with GAAP or other relevant accounting standards
• Assist clients with developing and/or managing the organization’s budget and providing financial and forecast (as needed)
• Coordinate reporting requirements with external auditors and tax accountants (as needed)
• Make recommendations for changes as needed, and ensure that company policies and procedures are followed
• Maintain client relationships and assist with engagement billings
• Manage various outsourced accounting services engagements and facilitate training of outsourced accounting team members (as needed)
• Assistance with Job costing, including:
• Review of indirect cost allocation
• Review of posting of direct labor costs and use of labor burdens
• Understanding of contract budgeting process
• Evaluation of costs to complete
• Contract change order and budget adjustment impact
• Review of reasonableness of revenue adjustments
• Review of union payroll and certified payroll reporting and related filings
• Assists clients with banking and bonding company financial requests

Outsourced Accounting Manager – Life Sciences

• Process Accounts Payable and check requests on a recurring basis and review general ledger coding to ensure consistency and accuracy
• Input, process, and/or approve payables through third-party, web-based payables systems such as Bill.com or Anybill.com
• Payroll processing via third party providers- and understanding of payroll tax compliance
• Month end reconciliations and Closing procedures
• Process Accounts Receivable invoices and maintain AR system records for clients: general ledger review for accuracy and consistency of coding, process cash receipts on a recurring basis
• Assist engagement team with external audit at year end by researching and documenting supporting information for year-end reconciliations
• Assist engagement team with year-end 1099 processing through collection of W9 documentation
• Communicate directly with clients on related tasks
• Perform self review to ensure accuracy of work

Accounting Paraprofessional

Artificial Intelligence

• Identify, evaluate, and prototype or build high value AI prompts or agents, working with key stakeholders to understand business needs (e.g., current state, challenges, and objectives).
• Design and deliver comprehensive AI training sessions and enablement materials (e.g., guides, tutorials, case studies, thought leadership) for CBIZ employees and external clients, covering best practices and strategies for technical and non-technical stakeholders.
• Collect feedback on effectiveness of platforms, applications, training, and enablement materials and monitor engagement and business outcome KPIs to influence the product and program roadmap.
• Continuously update your knowledge of the latest in AI (e.g., model performance, context engineering, industry trends, application limitations) to feed the product pipeline and ensure enablement programs are best-in-class.
• Foster a collaborative and inclusive culture, modeling consultative, customer-focused leadership internally and externally.

Senior AI Solutions Specialist

• 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

Associate Business Valuation Consultant

Network Engineer

• Diagnose and troubleshoot network and telephony issues for Edward Jones global branch offices.
• Provide high-quality technical support to partner teams such as Branch Network Operations (BNO) and Branch Voice Operations (BVO).
• Assist in optimizing service delivery, empowering Edward Jones Financial Advisors to better serve their clients.
• Maintain and enhance network and telephony performance to support critical business operations.

Employee Benefits Sales Consultant

Account Coordinator I – Employee Benefits

Employee Benefits Sales Consultant

Field Service Technician – Network Solutions

Field Service Technician – Network Solutions

Field Service Technician – Network Solutions

Senior Accounting Manager

Senior Consultant – Talent Solutions

Manager – Talent Solutions

Producer

Outsourced Accounting Manager – Life Sciences

Accounting Paraprofessional

Senior AI Solutions Specialist

Associate Business Valuation Consultant

Network Support Specialist