Client Associate | Tangible Asset Valuation

CBIZ Advisory Services; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

CBIZ Valuation Group seeks a Client Associate to drive sales within our tangible asset practice and to win new clients while expanding relationships with existing ones.

You will partner with Client Service teams to develop compelling proposals, coordinate referrals, and pursue opportunities across public sector and middle-market clients, with a focus on growth and a strong pipeline.

Qualifications

• 3 years of experience as a subject matter expert.
• Must maintain current required licenses and certifications.
• Demonstrated ability to communicate verbally and in writing across all levels.
• Effective customer service skills.
• Proficient with applicable technology.
• Ability to work in team environment or independently.

Responsibilities

• Target and penetrate public sector, middle-market and larger clients for tangible asset group and related valuation services.
• Schedule appointments with referral sources to secure referrals to end users.
• Support prospecting with a goal of 20 sales appointments per month in various formats.
• Identify and qualify new opportunities through trusted relationships and campaigns.
• Coordinate with Client Service leaders to determine suitable products for prospects.
• Lead a team sales approach with proposals highlighting CBIZ value and win strategies.
• Contact risk managers and financial leaders to understand needs and plans.
• Develop and execute local sales campaigns with Client Service Teams.
• Plan and report weekly sales activity using Salesforce CRM.
• Report to National Sales Leader and collaborate with senior leaders and marketing/operations.
• Craft an annual sales plan and meet annual sales goals.
• Perform other duties as assigned.

Skills

Sales

Account development

CRM (Salesforce)

Communication skills

Team collaboration

Tools

Salesforce

Job description

Responsibilities

CBIZ Valuation Group, a national practice of CBIZ, excels as a premier full-service valuation advisory firm. We are known for our comprehensive services, industry expertise and professionalism. As one of the largest independent valuation firms in the United States, CBIZ Valuation Group has handled assignments for some of the nation’s largest companies as well as middle-market companies

Job Description

#CBIZAdvisory

Responsibilities

We currently are looking to hire a Client Associate who will be responsible for sales generation within the tangible asset group of CBIZ Valuation Group. The Client Associate works to win new clients and expand relationships with existing clients – pursuing sales opportunities with the objective of winning new business. This role has significant career growth potential and unlimited earning potential.

Essential Functions And Primary Duties

• Target and penetrate public sector organizations as well middle-market and larger businesses as well for our tangible asset group but also for our comprehensive services including financial, real estate and machinery and equipment appraisal and valuation.
• Schedule appointments and visits, virtually and/or in-person, with potential and current referral sources, specifically the insurance broker channel to secure referrals to end users.
• Support prospecting and referral activity through a goal of 20 sales appointments per month, conducted in-person, through video conference technologies, or by phone.
• Continually identify and qualify new sales opportunities through building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Analyzing prospects' needs and interests, determining which products are appropriate for them, and coordinating with appropriate Client Service leaders as necessary.
• Work closely with Client Service colleagues in leading a team sales approach that listens and responds to prospect needs, including producing proposals using proprietary tools to highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• Skillfully contact Risk Managers and financial leaders in industries including manufacturing, construction, business services and public sector to understand their needs, future plans, and desire for change.
• Partner with Client Service Teams to develop and execute sales campaigns specific to your local market and practice groups.
• Plan and report weekly sales activity using Salesforce CRM enterprise application.
• Report to National Sales Leader while maintaining strong relationships with internal stakeholders including Senior Managing Directors, Managing Directors and Practice Leaders, and Marketing and Operations Professionals.
• Responsible for crafting an annual sales plan and for meeting annual sales goal, agreed-to by you and the National Sales Leader.
• Perform other duties as assigned.

Minimum Qualifications

• 3 Years of experience as a subject matter expert
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

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.