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.

Marketing Manager

Director

• 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

Managing Director

Project Manager

• Oversee and coordinate project rollouts and installations, including shipping equipment and tracking assets.
• Provide administrative support to field service technicians.
• Assist field service technicians to administer equipment installations and software implementations.
• Communicate with vendors to ensure project timelines are met and resolve administrative issues promptly.
• Open and manage project tickets for field dispatch.
• Develop project documentation in collaboration with CBIZ and Edward Jones associates.
• Engage directly with Edward Jones Financial Advisors and Branch Office Administrators to understand and address business needs.
• Deliver outstanding customer service and support throughout all project activities.
• Perform other duties as assigned.

Project Coordinator – Network Solutions

Accounts Payable

• Review all invoices and accounts payable disbursement requests for proper documentation and compliance with internal policies.
• Validate coding, approvals, and supporting documents; perform 2- or 3-way match as applicable.
• Enter, process, and schedule payments (ACH, checks, wires) in accordance with terms.
• Resolve invoice discrepancies and vendor inquiries; maintain vendor records and W-9s.
• Reconcile A/P subledger to the general ledger; assist with month-end close and accruals.
• Prepare and organize documentation for audits and support process improvements.

Accounts Payable – Temporary

Artificial Intelligence

• Be a key contributor to the technical implementation and lifecycle management of data classification and sensitivity labeling across Microsoft 365, on-premises, supported SaaS applications and endpoints.
• Monitor, maintain, and continuously improve Data Loss Prevention (DLP) policies for Exchange, SharePoint, OneDrive, Teams, endpoints, and supported SaaS applications; validate effectiveness via testing and metrics.
• Own and execute eDiscovery end to end using Archive360 and Microsoft Purview: legal holds, content search, exports, and process improvements with Legal and HR.
• Triage insider threat alerts, contribute to case building, and assist with handoffs to Legal and HR.
• Implement AI security controls for enterprise AI usage (copilot, AI agents, and AI enabled integrations/applications)
• Assist in day-to-day administration and optimization of email security controls including policies, firewall, spam detection, and email authentication

Senior AI and Data Protection Engineer

• 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

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

Implementation Specialist

• Assist internal and external clients with requests and problems in a timely manner
• Conduct client and internal training
• Consult with clients to deliver a comprehensive solution
• Analyze existing systems, interface requirements, and business processes
• Perform implementation activities and tasks related to configuration of payroll systems
• Prepare and cleanse payroll data prior to migration between systems
• Assist with information gathering, setting up clients, enrolling employees, and loading historical information in platform
• Collaborate with other implementation consultants on simultaneous customer projects
• Help process the first few payroll periods to ensure all transactions are processed accurately
• Input data into software within required deadlines accurately
• Record necessary changes/updates as appropriate
• Ensure all internal controls and procedures are followed for accuracy
• Additional responsibilities as assigned

Payroll Implementation Specialist – HCM

Tax Manager – Construction, Real Estate

Human Resources

• Manages the day-to-day of Benefits Support services for an assigned block of accounts to include the Benefits Renewal and Open Enrollment process and Level 2 support
• Acts as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact
• Organizes daily tasks and manages workload
• Escalates client concerns when appropriate
• Implements renewal changes and provides support throughout open enrollment including communication with client contacts, internal and external vendors
• Conducts client meetings, as needed, for Benefits Renewal and Open Enrollment
• Knowledge of payroll processes and other services offered by CBIZ
• Maintains data integrity and quality with any applicable software on a timely basis
• Establishes and preserves a solid business rapport with clients, external brokers and internal matrix partners such as CBIZ HCM Account Manager, CBIZ Employee Benefits, CBIZ FLEX/COBRA Benefits Team and CBIZ HRO
• Works to understand processes, procedures and programs
• Works to meet department metrics and goals as established by team supervisor
• Additional responsibilities as assigned

HR Benefits Service Specialist

• 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 – Tangible Asset Valuation

Sales Development Rep

• Develop new business development skills for B2B outbound prospecting
• Gain acceptance from prospective businesses for meetings with sales consultants
• Utilize outbound calling strategies and research potential customers
• Evaluate and qualify interest through phone conversations
• Document findings in CRM software
• Meet and exceed targets for scheduled meetings and conversion rates

Sales Development Representative, Benefits & Insurance

Recruitment

• Lead and execute full-cycle recruitment for Producer roles across assigned Benefits & Insurance service lines.
• Partner with business and divisional leadership to understand market dynamics, hiring needs, and candidate profiles.
• Proactively source and cultivate passive candidates using innovative strategies including cold outreach, networking, LinkedIn Recruiter, industry groups, and referrals.
• Conduct in-depth interviews to assess candidate qualifications, cultural fit, and alignment to Producer success factors.
• Manage job postings across internal and external platforms, ensuring brand consistency and market reach.
• Represent CBIZ at networking events, industry functions, and professional associations to build market presence and strengthen the Producer talent pipeline.
• Collaborate with researchers and recruiting coordinators to maximize efficiency and recruiter impact.
• Research target companies, competitors, and industry trends to inform recruiting strategies.
• Continuously refine sourcing approaches based on candidate and business feedback.
• Provide market insights to hiring leaders, supporting workforce planning and talent forecasting.
• Deliver timely updates to business leaders and recruiting leadership on pipeline progress, candidate flow, and hiring outcomes.
• Track and analyze recruiting metrics, using data to adjust strategies and improve results.
• Contribute to workforce planning dashboards and participate in strategic recruiting initiatives led by the Vice President of Recruiting.
• Ensure a seamless and positive experience for candidates and hiring leaders throughout the recruitment process.
• Build trusted advisor relationships with divisional Business Unit Presidents, sales leadership, and HR partners.
• Uphold CBIZ’s reputation in the market by maintaining a professional and engaging presence on social media and networking platforms.

Sales Recruiting Manager – Temporary

• Build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns.
• Support annual planning and budgeting
• Prioritize marketing initiatives with local and industry leadership
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards within regional and regional industries.
• 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 broader marketing organization.
• Build strong relationships with internal leaders and external partners; gather feedback to improve programs.
• Work with cross‑functional contributors; foster a collaborative, results‑driven culture.

Business Development Rep

• Identify, pursue, and secure new client partnerships in need of executive search services.
• Generate and qualify leads through outbound prospecting, networking, industry events, referrals, and cold outreach.
• Conduct initial discovery calls and presentations to understand client needs and articulate our value proposition.
• Build a strong pipeline of prospective clients and maintain accurate CRM records.
• Collaborate closely with the internal recruiting and delivery team to ensure seamless client handoff and onboarding.
• Stay informed on industry trends, talent challenges, and competitive landscape to strategically position our services.
• Consistently meet or exceed business development targets and KPIs.
• Support the development and adoption of growth opportunities such as: creating new partnerships, introducing new markets, and/or developing new approaches to add value to current customers
• Develop business cases to support investment decisions
• Develop and use strategic approaches to generating demand and sales
• Manage all phases of business development from translating corporate strategy into action to sourcing new business opportunities to negotiating and closing deals
• Lead the implementation phase through collaboration with specialist functions such as marketing, sales, and client service
• Implement strategic planning, including positioning, market and competitive analysis, customer segment selection and penetration plans, and related product positioning
• Populate and update relevant data in the designated customer relationship management system
• Participate in pricing and solution/service
• Handle objections by clarifying, emphasizing agreements, and working through differences to a positive conclusion
• Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales
• Use knowledge of the market and competitors, identify and develop the company's unique selling propositions and differentiators
• Forecast sales targets and ensure they are met
• Additional responsibilities as assigned

Marketing Manager

Managing Director

Project Coordinator – Network Solutions

Accounts Payable – Temporary

Senior AI and Data Protection Engineer

Tax Manager

Business Valuation Consultant

Payroll Implementation Specialist – HCM

Tax Manager – Construction, Real Estate

HR Benefits Service Specialist

Senior Consultant – Tangible Asset Valuation

Sales Development Representative, Benefits & Insurance

Sales Recruiting Manager – Temporary

Marketing Manager

Business Development Consultant – Talent Solutions