Job Description

#LI-KH1 #LI-Hybrid

Responsibilities

We are currently seeking a Business Development Manager to support our Costa Mesa, CA practice, with a focus on driving growth across the West 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 Construction, Real Estate, Manufacturing and Distribution, Technology & Life Sciences, and other high-growth sectors.

As a Business Development Manager, 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. Your goal will be to identify opportunities for CBIZ to deliver comprehensive financial services, including accounting, tax, and advisory solutions, tailored to the unique challenges of the Southern California market and broader West Region.

To excel in this role, 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. Your expertise in the targeted industries will allow you to understand the unique challenges and opportunities that clients and prospects face, enabling you to present tailored solutions and highlight the value proposition of CBIZ.

Essential Functions and Primary Duties

• Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, manufacturing & distribution and technology & life sciences.
• 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.
• Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.
• Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.
• Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.
• Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• 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.
• Play a role in delivering business development skills training to client service colleagues and other emerging professionals.
• Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders, including Senior Managing Directors, Managing Directors, Practice Leaders, Industry Leaders, and Marketing and Operations Professionals.
• Perform other duties as assigned.

The CBIZ Advantage

• Opportunity to sell a broader range of services beyond traditional CPA services, including benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.
• Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.
• Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.
• As a full-time employee of a public company, you are also eligible to acquire CBIZ shares (NYSE: CBZ) at a 15% discount and maintain eligibility for an equity-aligned cash bonus award based on performance.
• You will be an essential part of a nationwide business development team that directly impacts CBIZ performance and revenue growth, with opportunities for skill training, professional growth, and leadership opportunities.

Qualifications

Minimum Qualifications

• The successful candidate will have a Bachelor's degree in business administration or accounting
• Proven sales ability represented by a minimum of three years of direct sales experience
• Possess industry knowledge
• Excellent verbal and written communication skills plus presentation skills
• Ability to manage time effectively and to multi-task