Sales Development Representative | Human Capital Management
CBIZ
Salary undisclosed
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Description
The Sales Development Representatives 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 prospective 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
Qualifications
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
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.
About this role
At CBIZ, this Sales Development Representative role sits at the front end of the sales pipeline for the Human Capital Management advisory business. You'll spend your days sourcing prospects through industry partnerships, making high-volume outbound calls, and using email and social selling to book conversations between qualified leads and the sales team. Success means moving prospects from initial contact through qualification and into revenue-generating closes—tracked and managed through Salesforce, Pardot, ZoomInfo, and other tools you'll have at your disposal.
The role demands strong communication skills, relentless curiosity about advisory services, and the ability to handle objections while maintaining quality across a high call volume. You'll need at least a year of sales or customer service experience, a high school diploma or equivalent, and ideally a bachelor's degree in risk management, insurance, sales, or a related field. Salesforce experience is preferred. This is a full-time, in-office position in Kansas City reporting to the B&I Sales Development Manager—suited for someone who thrives in competitive, fast-paced environments and wants to build a foundation in professional services sales.
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Sales Development Representative | Human Capital Management postings in Kansas City, and analyze any offer before you accept it.
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