Sales Development Representative | Human Capital Management

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CBIZ’s Human Capital Management (HCM/HCA) division provides comprehensive workforce and HR solutions designed to help organizations attract, retain, and optimize their talent. The team partners with clients across areas such as payroll, benefits administration, HR technology, compliance, and workforce strategy, delivering scalable solutions that support business growth. By combining consultative expertise with technology-enabled services, CBIZ HCM helps clients streamline operations, enhance the employee experience, and drive long-term organizational performance.

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, Salesloft, Demand Base 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

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.