Sales Development Representative | HCM

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Position Description

The Sales Development Representative's primary objective is to connect, profile, qualify and convert prospects to set-up revenue-producing associates to close sales. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups. The role will have data-driven systems such as Salesforce, Pardot, ZoomInfo and other productivity tools at their disposal to succeed.

Essential Functions and Primary Duties

• Utilize effective call strategies emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
• Search for potential customers, clients, or buyers in order to develop new business
• Research potential customers and determine the quality of the lead
• Evaluate and qualify needs
• Orchestrate sales discussions between producers and decision-makers
• Document findings in customer relationship management (CRM) software
• Maintain accurate and up-to-date records of prospect interactions and sales activities in the CRM system.
• Meet and exceed targets for lead qualification and conversion rates.
• Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.

Preferred Qualifications

• A bachelor's degree in Risk Management Insurance, Sales, Business, or a related field.
• Strong drive to compete and succeed in a fast-paced sales environment.
• Ability to make a high volume of phone calls while maintaining quality output.
• Successful experience using marketing-driven data to convert prospects from brand awareness to meeting-ready.
• Demonstrated skill in overcoming objections and driving desired outcomes.
• Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred.
• Relentlessly curious mindset and a willingness to learn about Advisory Services.

Minimum Qualifications

• High School Diploma or GED required
• At least 1 year of sales and customer service experience
• Advanced verbal and written communication skills
• Advanced organizational and time management skills
• Advanced research skills
• High attention to detail
• Self-Motivated
• Goal Oriented

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