Business Development Manager

CBIZ; Coral Gables (FL); Hybrid; USD 120,000 - 190,000; Full time

Job summary

CBIZ is seeking a Business Development Director to support South Florida and the Southeast region, focusing on private equity and consumer/industrial products. You will engage with CEOs, CFOs and other leaders to uncover CBIZ's accounting, tax and advisory solutions.

You will lead sales campaigns, build trusted relationships, and collaborate with client service teams. Expect a high-volume, strategic role with hybrid work and strong earning potential.

Qualifications

• Bachelor's degree in business administration or accounting.
• Proven sales ability with at least three years of direct sales experience.
• Industry knowledge.
• Excellent verbal and written communication skills plus presentation skills.
• Ability to manage time effectively and multi-task.

Responsibilities

• Prospect and build relationships with middle-market businesses and larger enterprises in consumer and industrial products and PE firms.
• Maintain a sustained pipeline of closed-won business in excess of $1.5 million per year.
• Serve as trusted resource to practice leaders in PE and C&IP groups, coaching and developing practitioners.
• Contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs and other financial leaders to understand needs and plans.
• Develop and execute sales campaigns with Client Service and Marketing teams.
• Plan and report on sales activity using Salesforce CRM.
• Meet a minimum of 20 sales appointments per month; drive team-based win strategies.

Skills

Sales experience

Industry knowledge

Verbal communication

Written communication

Presentation skills

Time management

Multitasking

Education

Bachelor's degree in business administration or accounting

Job description

We are currently seeking a Business Development Director to support South Florida and the wider Southeast Region with a focus on private equity and the consumer and industrial products industry. This role is deeply but not exclusively aligned with our Accounting and Tax Practice, targeting middle-market businesses and larger enterprises.As a Business Development Director, your primary responsibility will be to generate new business opportunities for CBIZ by engaging with key decision-makers, including CEOs, CFOs, CROs, CAEs, CCOs, CISOs, CTOs, and other financial leaders, to understand their needs and future plans. Your goal will be to identify opportunities for CBIZ to deliver comprehensive financial services, including accounting, tax, and advisory solutions, tailored to the unique challenges of the South Florida market and broader Southeast Region.To excel in this role, you will continually identify and qualify new sales opportunities by building trusted relationships, maximizing enterprise sales programs and campaigns, and leveraging content-driven digital programming. You will collaborate with Client Service Teams to develop and execute sales campaigns tailored to the specific industries and markets. Your expertise in the targeted industries will allow you to understand the unique challenges and opportunities that clients face, enabling you to present tailored solutions and highlight the value proposition of CBIZ.

Essential Functions and Primary Duties

• Prospect and build relationships with middle-market businesses and larger enterprises in consumer and industrial products (C&IP) as well as private equity firms that are active in the region.
• Maintain a sustained pipeline of closed-won business in excess of $1.5 million per year.
• Serve as a trusted resource and an advisor to practice leaders in the private equity and C&IP groups within the business, inclusive of coaching and cultivating practitioners to maintain a focus on pipeline development and pursuit strategies.
• Consideration around market-facing leadership roles in relevant trade or related organizations Leadership in at least one company-sponsored growth-focused initiative.
• Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers and other key financial leaders to understand their needs, future plans, and desire for change.
• Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.
• Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.
• Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.
• Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with Business Development Leadership.
• Plan and report on sales activity using Salesforce CRM enterprise application.
• Play a role in delivering business development skills training to client service colleagues and other emerging professionals.
• Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders, including Office Managing Directors, Managing Directors, Practice Leaders, and Marketing and Operations Professionals.
• Perform other duties as assigned.
• Opportunity to sell a broader range of services beyond traditional CPA services, including benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.
• Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.
• Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.
• You will be an essential part of a nationwide business development team that directly impacts CBIZ performance and revenue growth, with opportunities for skill training, professional growth, and leadership opportunities.

Minimum Qualifications

• The successful candidate will have a 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 #LI-KH1 #LI-Hybrid

ABOUT US

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.