HCM Account Relationship Manager

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to 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.

Essential Functions and Primary Duties

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 the 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 new business, documenting won/lost opportunities and reasons for all clients

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

Assist Sales Manager in the mentoring and development of other producers

Responsible for meeting annual sales goals if applicable to position

Additional responsibilities as assigned

Minimum Qualifications Required

High School Diploma or GED

3 years demonstrated industry consultative sales skills represented through proven sales results

Must have and maintain required licenses/credentials

Superior command of verbal, written, presentation and negotiation skills

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Must be able to travel based on client and business needs

The annual salary target for this job in this market is $70,000-$95,000.00 The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more

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