Achieve annual new revenue objectives through consultative sales and expansion of service lines to existing clients
Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
Document activity, notes, and prospect data in appropriate CBIZ systems
Develop and present recommendations to clients based upon consultative selling approach
Appropriately close for new business, documenting won and lost opportunities and reasons
Seamlessly transition sold clients to designated client service team
Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
As appropriate, work with client service team to serve client and retain business
Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
Identify, initiate, and support cross serving leads to other CBIZ business developers
Responsible for meeting annual sales goals if applicable to position
Additional responsibilities as assigned

High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs

HCM Account Relationship Manager

Key skills