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RESPONSIBILITIES
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, ZoomInfo and other productivity tools at their disposal to
succeed.
Essential Functions and Primary Duties
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.
Preferred Qualifications
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
QUALIFICATIONS
Minimum Qualifications
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. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.