CBIZ

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.

Network Support Specialist

Recruitment

• Conduct high-volume phone screens and structured interviews; assess against calibrated, job-related criteria.
• Provide timely candidate communication at every stage; ensure a consistent, high-quality candidate experience.
• Build and nurture talent communities/referral networks; engage past applicants for new openings.
• Collaborate with HR and Hiring Managers on headcount plans, schedules, and start date coordination.

Recruiter

Financial Planning and Analysis

• Ensure client retirement plans are serviced in a consistent and timely manner
• Ensure plan designs remain appropriate to the employer's changing needs
• Responsible for maintaining a book of business as well as cultivating new business through high level of customer relations
• Develop appropriate plan design to meet client objectives, consult with client on recommendations, and implement proper changes as needed
• Advise clients on technical, regulatory, and problematic administrative issues and work with administrative team on solutions
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Reviewer – Retirement & Investment

Accounting Manager

• 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
• Manage 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
• Travel periodically to client sites on an as-needed basis
• Travel periodically for industry conferences and other marketing events
• 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 build a positive culture
• Additional responsibilities as assigned

Accounting Services Director

Sales Development Rep

• Develop necessary new business development skills for B2B outbound prospecting
• Utilize effective outbound calling strategies to secure first appointments with prospective businesses
• Research potential customers and determine appropriate contacts to reach
• Engage with prospects and gain acceptance for meetings with sales consultants
• Document findings in CRM software

Sales Development Representative, Benefits & Insurance

Growth Marketing

• Develop a deep understanding of all CBIZ FAAS service offerings and go-to-market messaging.
• Monitor activity within the venture-backed and public company ecosystems, including pre-IPO and high-growth organizations, to identify emerging opportunities.
• Track significant market movements such as acquisitions, financings, leadership transitions, and audit firm changes to facilitate timely and strategic outreach.
• Leverage an established network of finance and accounting professionals, bankers, attorneys, and audit partners to expand the firm’s client relationships and referral channels.
• Schedule and lead both in-person and virtual meetings to foster new and existing relationships
• Maintain accurate and timely records of all outreach, meetings, and pipeline activities in Salesforce.
• Manage and track relationship progress through defined business development stages, ensuring follow-through and accountability.
• Use tools including PitchBook, LinkedIn and other market intelligence platforms to identify and prioritize prospective connections.
• Collaborate with Marketing to execute and follow up on lead generation and thought leadership campaigns.
• Contribute ideas and feedback from the market to help shape content, events, and advisory insights that reflect current client needs and trends.
• Attend industry events as necessary to market CBIZ FAAS and optimize brand awareness.
• Stay current on developments across accounting standards, financial systems, and competitive offerings to maintain credibility and insight in client interactions.

Director of Strategic Client Growth

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 I – Private Client Services

Revenue Operations

• Lead and manage end-to-end program execution for pricing-related initiatives within Revenue Operations.
• Collaborate with stakeholders across Operations, Regional leadership, Finance, and IT to gather business requirements, align on objectives, and ensure program success.
• Drive requirements gathering sessions for new and enhanced pricing models and systems, translating business needs into actionable project plans.
• Oversee the rollout and adoption of pricing programs, including Profit Planner and new technologies, ensuring robust change management and training support.
• Develop and maintain project documentation, timelines, and status reports, providing regular updates to SteerCo, Senior leadership and cross-functional teams.
• Identify risks, manage issues, and implement mitigation strategies to ensure timely delivery of programs.
• Monitor program performance using key metrics, analyze outcomes, and drive continuous improvement efforts in pricing operations.
• Champion best practices for pricing governance, compliance, and operational excellence.

Project Manager – Revenue Operations

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

Talent Solutions Manager – Seasonal

Security Operations

• Monitor and respond to clients through all supported email, messaging, and phone platforms
• Proactively monitor security dashboards to detect and respond to emerging threats in real-time
• Identify alerts that require additional analysis and facilitate their escalation– internally or externally –for further investigation and resolution
• Meet minimum standards of initial triage and analysis before escalating
• Understand, identify, and research Indicators of Compromise (IOCs) to support threat detection and incident response efforts
• Review and analyze security logs and event data from various sources, such as firewalls, intrusion detection systems, and endpoint security tools to identify potential security incidents
• Complete all assigned internal and external reports by their deadlines, or in a timely manner if one is not provided
• Receive and perform initial triage of security alerts, assess their severity, and determine appropriate actions for resolution
• Contribute to tuning of managed security tools by identifying trends and optimizing alert fidelity
• Stay informed about the latest cybersecurity threats, vulnerabilities, and attack techniques, and apply this knowledge to enhance the SOC's threat detection capabilities
• Perform threat hunts to ensure proactive, in-depth client security
• Monitor and maintain unassigned and assigned ticket queues, ensuring timely resolution and effective communication with stakeholders
• Maintain average ticket processing time checkpoints in accordance with SLA’s - time to acknowledge, time to triage, and time to notify
• Completing all assigned training in agreed upon time frames

SOC Analyst I

Sales Operations Manager

• Provide essential support for sales operations by coordinating and maintaining key processes, tools, and resources that enable the sales team to operate efficiently and achieve their goals.
• Assist with the producer development program through the coordination of annual planning, onboarding activities for new producers, and ongoing training initiatives.
• Support lead generation and prospecting activities through prospect research, campaign management, and standard engagement workflows.
• Provide basic support for producers using sales platforms; address routine questions and escalate technical issues when necessary.
• Monitor sales data entry for accuracy and completeness; support data clean-up and audits as directed.
• Maintain and organize regular sales reports and team dashboards; analyze to identify current activity and performance trends.
• Assist with the setup and coordination of webinars, meetings, and internal sales events, including logistics and follow-up communications.

Sales Operations Specialist

• Provide advice and counsel on plan document design and compliance
• Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
• Perform research, compilation, review and analysis of information to aid in decision making
• Consult with plan sponsors to resolve issues
• Perform research and resolution to assist with questions and issues
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Compliance Specialist – Retirement & Investment

Security Engineer

• Meet deadlines and client time constraints effectively.
• Participate in planning and scheduling client engagements.
• Prepare routine correspondence for clients, and draft comments for management letters, subject to partner approval and signature.
• Possess working knowledge of networking, cybersecurity, and general IT principles.
• Demonstrate proficiency in running and interpreting spreadsheets.
• Foster an efficient, innovative, and team-oriented work environment.
• Contribute ideas and opinions to client teams and respond constructively to team members' inputs.
• Utilize technology to continuously learn, share knowledge with team members, and enhance service delivery.
• Maintain an educational program for ongoing skill development.
• Perform additional duties as assigned.
• Travel is estimated 10 – 15% out-of-town travel with overnight stays for client work, meetings, or seminars

Associate Consultant – Security and Compliance Services

Account Manager

• Providing exceptional client service and technical support for Centrally HR product
• Serving as the primary point of contact for clients, assisting with system navigation, troubleshooting issues, and ensuring smooth operation of software solutions
• Managing the day-to-day of services for an assigned block of accounts
• Offering assistance with account management and technical support of UKG products
• Collaborating with internal teams to resolve complex client issues and escalate client concerns when appropriate
• Proactively identifying opportunities to improve system functionality and client satisfaction
• Coordinating client meetings as needed
• Conducting regular system audits to ensure data accuracy and compliance

Tax Account Manager

Business Development Rep

• We are currently seeking a Business Development Manager to support our greater Atlanta, GA practice, with a focus on driving growth across the Southeast Region.
• This role is deeply but not exclusively aligned with our Accounting and Tax Practice, primarily targeting middle-market businesses and larger enterprises across various industries, including Consumer & Industrial Products, Construction, Real Estate, Technology & Life Sciences, and other high-growth sectors.
• Your primary responsibility will be to generate new business opportunities for CBIZ by engaging with key decision-makers, including CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs, VP Tax and other financial leaders, to understand their needs, priorities and future plans.
• You will continually identify and qualify new sales opportunities by building trusted relationships, maximizing enterprise sales programs and campaigns, and leveraging content-driven digital programming.
• You will collaborate with Client Service Teams to develop and execute sales campaigns tailored to the specific industries and markets.
• 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.
• 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.