Jobs at CBIZ

Drive net-new B2B revenue for HR Solutions by prospecting, managing full sales cycle, conducting consultative needs analyses, positioning HCM/payroll offerings, collaborating with SMEs, managing CRM pipeline, and supporting onboarding and cross-sell opportunities.

Generates qualified sales opportunities through high-volume outbound calls, email, social selling, prospect research, lead qualification, and CRM documentation. The representative identifies decision-makers, evaluates prospect needs, schedules sales discussions, maintains accurate activity records, meets conversion targets, and monitors industry and competitor trends.

Prospect and win new B2B HCM and payroll clients through cold calling, networking, outreach, and consultative selling. Manage the complete sales cycle from discovery through contract negotiation and closing, track activities in CRM systems, meet revenue targets, and identify cross-selling opportunities. Collaborate with implementation and client service teams to support onboarding, analyze sales outcomes, monitor competitive trends, and provide market insights to leadership.

Perform buy-side and sell-side financial due diligence including quality of earnings, working capital, cash flow, net debt, and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; participate in management calls and deal reviews; mentor junior staff and contribute to team culture while supporting transaction decisions on valuation, structure, and key risks.

Lead and manage multiple buy-side and sell-side financial due diligence engagements for private equity clients. Oversee analyses, review workpapers, manage timelines and quality control, present findings to stakeholders, exercise technical transaction judgment, and coach junior team members.

Sell full-suite HCM and payroll solutions to new mid-market clients. Prospect and generate new logos, manage full sales cycle, track activity in CRM, collaborate with implementation teams, support cross-sell opportunities, and meet new revenue targets.

Sell employee benefits consultatively to new and existing clients, build and manage a qualified pipeline, meet annual sales goals, document activities in CBIZ systems, transition new clients to service teams, serve as trusted advisor, support cross-selling, and provide market feedback to leadership.

Lead and manage multiple financial due diligence engagements for buy- and sell-side transactions, perform in-depth financial and business analysis, identify risks and valuation implications, oversee deliverables, liaise with clients and targets, and mentor engagement team members.

Process full-cycle payroll for multiple clients across varied pay cycles, including off-cycle checks, overtime, deductions, bonuses, leave balances, retirement contributions, and payroll taxes. Manage timekeeping and multiple payroll systems, reconcile calculations, resolve employee and client issues, and advise clients on payroll regulations, compliance, and HR-related operations.

Manage day-to-day services for assigned client accounts, providing UKG product support, troubleshooting, system navigation assistance, and timely issue resolution. Maintain client satisfaction, coordinate meetings, collaborate on escalations, identify system improvements, conduct system audits, and preserve data integrity and compliance. The role requires HR systems knowledge, communication skills, and payroll or HCM experience.

Lead Sage 100 ERP implementations, upgrades, configuration, data migration, testing, training, go-live support, troubleshooting, and optimization. Advise clients on business-process improvements, customize accounting, inventory, manufacturing, and distribution modules, and provide solution roadmaps. Coordinate with technical teams, project managers, and vendors while supporting proposals and sales activities. The role requires client-facing communication, project management, documentation, occasional travel, and at least three years of related experience.

Manages credit risk due diligence and field examinations for specialty lending, securitization, asset-based lending, and related financial transactions. Supervises and develops staff, reviews engagement deliverables, ensures quality control, manages client relationships and budgets, supports business development, and advises clients on industry trends and solutions. Requires CPA certification, public accounting or related experience, supervisory experience, and travel based on client needs.

Provides hands-on accounting and finance advisory support to private equity-backed portfolio companies. Responsibilities include leading finance optimization workstreams, improving financial reporting and close processes, supporting post-acquisition integration, audit readiness, working capital and cash flow analysis, and preparing client-ready deliverables. The role manages assigned engagement responsibilities, communicates with CFOs, Controllers, and private equity stakeholders, identifies risks, and delivers work independently within structured oversight.

Develops and executes territory sales strategies to win new clients and expand existing relationships. Identifies, qualifies, and reports on sales opportunities; coordinates sales campaigns with client service teams; and collaborates with leadership to assemble pursuit teams and manage client relationships. The role focuses on selling tangible and intangible asset valuation services across multiple industries.

Serve as a senior finance operator embedded in private equity client engagements. Execute accounting and finance workstreams, improve reporting and close processes, support post-acquisition integration, audit readiness, working capital and cash flow analysis, and prepare client-ready deliverables. Manage assigned workstreams, communicate with Controllers, CFOs, and private equity representatives, participate in client meetings, identify risks, and support engagement leadership in delivering client outcomes.

Design and lead end-to-end AI solution architectures, ensuring scalability, security, and compliance. Translate business and regulatory requirements into technical designs, evaluate tools/platforms, document architecture standards, coordinate technical teams, and support deployment and ongoing improvements.

Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.

Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.

Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.