Teams at CBIZ

Drive new business across Southern California and the West by engaging C-suite and financial leaders, qualifying opportunities, executing industry-targeted sales campaigns with Client Service and Marketing, conducting 20 monthly sales appointments, using Salesforce for reporting, and meeting annual sales goals.

Lead technical and transactional accounting engagements, apply US GAAP (and IFRS as applicable), manage SEC and financial reporting, supervise and train staff, ensure high-quality deliverables, advise clients on process improvements, and support business development.

Sell employee benefits through consultative conversations to new and existing clients. Build and manage a qualified sales pipeline, document activity in company systems, present recommendations, close business, transition clients to service teams, and support cross-selling. Maintain client relationships, meet annual sales goals, obtain required licenses, and travel as needed.