Senior Client Executive | Tangible Assets Valuation
CBIZ
Salary undisclosed
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Description
CBIZ valuation professionals provide accurate, independent and timely valuations of tangible and intangible assets. We have a depth of expertise working with the full range of industries and asset types. Our comprehensive services address the gamut of valuation needs you may encounter during the course of the business life cycle, including fixed asset reporting and valuations, replacement cost valuations, machinery and equipment valuation, and real estate valuation. We leverage our national resources to ensure you have quality, thorough information you need when you need it.
The Senior Client Executive works to win new clients and expand relationships with existing clients – pursuing sales opportunities with the objective of winning new business.
Essential Functions and Primary Duties
- Work with local office leadership and the National Sales Leader to create and execute a sales strategy for the assigned territory
- Conduct and report on sales activity within assigned territory
- Coordinate with Client Service groups to develop and execute sales campaigns under the direction of the National Sales Leader.
- Identify and qualify sales opportunities through relationships, sales campaign activity, or other sales activity
- Work with local and regional leadership to identify pursuit team members and client relationship owners
Qualifications
Minimum Qualifications
- The successful candidate will have a Bachelor's degree in business administration or accounting
- Proven sales ability represented by a minimum of three years of direct sales experience
- Possess industry knowledge
- Excellent verbal and written communication skills plus presentation skills
- Ability to manage time effectively and to multi-task
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
CBIZ's valuation practice serves middle-market businesses across multiple industries, and this role focuses on growing that client base in the Los Angeles territory. As Senior Client Executive, you would own sales strategy development and execution for your assigned area, working alongside local leadership and a national sales team to identify qualified opportunities, build pursuit teams, and close new business. The work involves territory management, sales campaign coordination, and relationship development—balancing prospecting activity with strategic planning to expand the firm's footprint.
The ideal candidate brings at least three years of direct sales experience, a bachelor's degree in business or accounting, and working knowledge of the valuation or professional services space. You'll need strong communication and presentation skills, the ability to juggle multiple priorities, and comfort collaborating across different departments to deliver client solutions. This is an in-office role in Los Angeles, suited to someone who thrives in a structured sales environment and wants to build a book of business within an established, national firm.
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Pay for this role
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