CBIZ ยท 4 hours ago
Account Executive, CBIZ Technology
St Louis, MO
Full-time
Hybrid
Mid, Senior Level
3+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking an Account Executive who will be responsible for new business development, client onboarding, and achieving sales quotas through effective sales strategies in technology solutions and services.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Candace Freeman
Responsibilities
Act as a "hunter" responsible for onboarding new clients to the firm
Develop a deep and comprehensive understanding of our company's products and services and follow consumer research to identify how our solutions meet client needs
Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics
Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets
Develop and implement an action plan through comprehensive data analysis, adjusting sales techniques based on field interactions and results
Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities
Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered
Possess in-depth knowledge of all service and solution offerings and be able to coordinate demos and relay objection handling
Prepare professional, complete, concise, and accurate proposals, and other documentation as required for executive-level presentations
Achieve sales goals by assessing current client needs and following and defined selling process with potential buyers, often utilizing product demos and presentations
Qualification
Required
The ideal candidate must have immediate C-level and IT decision-making connections
5+ years of proven sales experience in technology solutions and services
Experience in selling Cloud & Infrastructure, Technology Managed Services, ERP, FP&A, Intelligent Automation and AI, Cybersecurity, and Strategic IT Consulting
Bachelor's degree in business administration or accounting
Proven sales ability represented by a minimum of three years of direct sales experience
Possess industry knowledge
Excellent verbal and written communication skills plus presentation skills
Ability to manage time effectively and to multi-task
Preferred
Experience selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP)
Excellent communication, interpersonal, problem-solving, presentation, and organizational skills
Proficiency with sales management software and CRM, preferably ConnectWise and/or Salesforce
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, among others)
Ability to build trust in customers by presenting offerings with confidence and integrity
Ability to travel and attend off hours events locally and nationally
Proven success rate at levels above quotas
Ability to balance persuasion with professionalism
Strong organizational skills and attention to detail
Experience selling RPA/Intelligent Automation, AI, Data Analytics Technologies, Cloud & Infrastructure, or ERP implementations are a plus (eg Sage Intacct, Acumatica, NetSuite)
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase