What are the responsibilities and job description for the HCM Sales Consultant position at Myers and Stauffer?
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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.
Minimum Qualifications
- 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
Essential Functions and Primary Duties
- Achieve annual new revenue objectives through consultative sales to new clients 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
Preferred Qualifications
- Bachelor's Degree
Essential Functions and Primary Duties
Proactively prospect and generate new B2B business through cold calling, networking, field outreach, and digital engagement.
Achieve annual new revenue targets through consultative sales to new clients.
Act as a high-activity "door opener," focused on displacing legacy providers and winning net-new logos.
Manage the full sales cycle including discovery, solution development, proposal presentation, contract negotiation, and closing.
Track and manage all sales activities, opportunities, and prospect interactions within CRM systems.
Document and analyze won and lost opportunities to improve sales strategy and forecasting.
Partner with internal implementation and client service teams to ensure a seamless onboarding experience for new clients.
Identify and support cross-selling opportunities across additional service lines.
Provide leadership with insights on market trends, competitive activity, and client needs.
Contribute to personal and professional development through annual goal setting and performance planning.
Perform additional responsibilities as assigned.
Preferred Qualifications
3 years of full-suite HCM and payroll sales experience (Outside B2B sales)
Experience selling to mid-market organizations (50-500 employees)
Proven track record of prospecting new logos, quota attainment, and sales success
Positive, persistent, and self-starting mindset with the ability to thrive under pressure
Established network
Bachelor's Degree