Teams at CBIZ

Sell cloud ERP subscriptions and implementation/advisory services to new and existing clients. Drive pipeline through outbound prospecting and partner channels, qualify and manage complex deals, prepare proposals/SOWs, collaborate with pre-sales and delivery teams, maintain CRM hygiene, and meet ARR and professional services quotas.

Manages tangible asset valuation client engagements, including staff supervision, technical reviews, budgets, billing, quality control, client communication, business development, and delivery timelines. Serves as a trusted client advisor, develops relationships, mentors team members, and supports practice growth. Requires frequent travel, including overnight stays, of up to 70%.

Lead technical accounting advisory engagements (ASC 606, ASC 842, business combinations, equity/debt, SEC reporting), manage client relationships and engagement deliverables, research complex accounting issues, mentor staff, implement technology and automation solutions, and support business development and thought leadership.