Sales Development Representative | Human Capital Management

Overview

The Sales Development Representatives primary objective is to connect, profile, qualify and convert prospects to set-up revenue-producing associates to close sales. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups. The role will have data-driven systems such as Salesforce, Pardot, Zoom Info and other productivity tools at their disposal to succeed.

• Utilize effective call strategies, emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
• Search for potential customers, clients, or buyers in order to develop new business.
• Research potential customers and determine the quality of the lead.
• Evaluate and qualify needs.
• Orchestrate sales discussions between producers and decision-makers.
• Document findings in customer relationship management (CRM) software.
• Maintain accurate and up-to-date records of prospective interactions and sales activities in the CRM system.
• Meet and exceed targets for lead qualification and conversion rates.
• Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.

• A bachelor’s degree in risk management, insurance, Sales, Business, or a related field.
• Strong drive to compete and succeed in a fast-paced sales environment.
• Ability to make a high volume of phone calls while maintaining quality output.
• Successful experience using marketing-driven data to convert prospects from brand awareness to meeting ready.
• Demonstrated skill in overcoming objections and driving desired outcomes.
• Proficiency in using Customer Relationship Management (CRM) systems—Salesforce experience preferred.
• Relentlessly curious mindset and a willingness to learn about Advisory Services.

• High School Diploma or GED required.
• At least 1 year of sales and customer service experience.
• Advanced verbal and written communication skills.
• Advanced organizational and time management skills.
• Advanced research skills.
• High attention to detail.
• Self-Motivated.
• Goal Oriented.

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights and actionable solutions to help clients anticipate what’s next and accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.