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CBIZ · 1 day ago

Producer Non-Validated

Boston, MA

Full-time

Hybrid

New Grad, Entry Level

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Producer Non-Validated role focuses on achieving revenue objectives through consultative sales and building relationships with clients while supporting the client service team.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Darren Hattingh

Responsibilities

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