Full-time SDR, CBIZ

01#LI-TL1 #LI-Hybrid

RESPONSIBILITIES

02Position Description

• The Sales Development Representative’s primary objective is to develop the
• necessary new business development skills for B2B outbound prospecting and build

the foundation to become a successful sales consultant. The initial goal in this

role is to gain acceptance and agreement from prospective businesses to set up

initial meetings with our revenue-producing sales consultants who then drive the

process forward. Reporting to the B&I Sales Development Manager, the role will

pursue a high volume of outbound suspects who are sourced through marketing

efforts and partnerships with our service line sales leaders. The role will have

access to data-driven systems such as Salesforce, SalesLoft, DemandBase,

LinkedIn Sales Navigator, and other productivity tools to help you succeed.

03Essential Functions and Primary Duties

• Utilize effective outbound calling strategies, effective email messaging, and
• social selling techniques developed in collaboration with Marketing and Sales
• Management to secure first appointments with prospective businesses.
• Research potential customers and determine appropriate contacts to reach.
• Evaluate and qualify interest by engaging and navigating phone conversations.
• Overcome objections, engage with prospects in conversations, and gain their
• acceptance to connect with our sales consultants.
• Initiate sales discussions between sales consultants and decision-makers.
• Document findings in customer relationship management (CRM) software.
• Maintain accurate and up-to-date records of prospect’s interactions and sales
• activities in the CRM system.
• Log appropriate follow up activities to stay connected with prospective
• companies and maintain business relevance.
• Meet and exceed targets for scheduled meetings and conversion rates.
• Stay informed about industry trends, market conditions, value
• differentiators, and competition to enhance inbound and outbound prospecting
• efforts.

04Preferred 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.
• A desire to be coached, accept advice, seek advice, implement strategies
• provided, and work to improve your skills.
• Comfortable making a high volume of phone calls while maintaining quality
• output.
• Excellent communication skills with an ability to connect with people in a
• short amount of time.
• 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.

05Program Timeline

• Training: Instructional, hands-on, sales tech process, sales coaching,
• role-playing.
• Month 1: Sales development training, sales tech process, learning CBIZ and
• B&I service lines.
• Months 2-9: Business development work, ongoing sales development training,
• B&I service line training, sales cycle fundamentals, sales presentation
• fundamentals.
• Months 10-18: Transition to a B&I service line, obtain licensing, service
• line specific training and coaching, and service line sales process training.
• Months 19+: Continuing to work toward sales producer position.

06QUALIFICATIONS

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.