#LI-KW1 #LI-HybridCBIZ 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 whats 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.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. body { font-family: Arial, sans-serif; line-height: 1.6; padding: 20px; } strong { font-weight: bold; color: black; } ul, ol { margin-left: 20px; }Minimum QualificationsBachelors degree in Business, Finance, Management or related field. MBA strongly preferredAt least 7 years of multi-location operations management experienceMust maintain current required licenses and certifications relevant to field of expertiseAdvanced communication, sales and presentation skillsProven track record of meeting sales targetsStrong analytical skillsAdvanced interpersonal and leadership skillsResults driven and customer focusedEssential Functions and Primary DutiesUnderstand local market competitors, including products and services offered by competitors and, where different from local unit.Develop and execute a plan and process for developing new businessRetain existing client base with a target of over 90% retention and expand business with existing clientsEnsure proper utilization of agency management system (currently CBIZ Solutions)Influence cross-serving as a culture for the local unit and overall organizationManage process that measures the utilization of staff, and the efficiency and profitability of each product and service delivered on client engagement.Influence best practices within the local marketAnticipate problems, creatively assess alternatives and manage conflictsDevelop, support, train and motivate staffIncrease the overall productivity of the branch by implementing relevant training, budgeting, eliminating inefficiencies and capturing growth opportunitiesIdentify, evaluate and manage strategic risks and opportunitiesEnsure compliance with company and industry policies and proceduresDevelop and oversee sales and marketing strategiesAdditional responsibilities as assignedAchieve local market sales objectivesDocument and measure sales results with SalesForce.comEnsure proper recordkeeping and tracking within SalesForce.comProducer recruiting and identification of tuck-ins,Field coaching for sales consultantsProviding performance feedback regularly to Sales LeaderEstablish schedule and lead sales meetingsDevelop and monitor sales team through sales pipeline managementStrategically and effectively manage vendor relationshipsAdditional responsibilities as assignedPreferred QualificationsMBA strongly preferredEssential Functions and Primary DutiesUnderstand local market competitors, including products and services offered by competitors and, where different from local unit.Develop and execute a plan and process for developing new businessRetain existing client base with a target of over 90% retention and expand business with existing clientsEnsure proper utilization of agency management system (currently CBIZ Solutions)Influence cross-serving as a culture for the local unit and overall organizationManage process that measures the utilization of staff, and the efficiency and profitability of each product and service delivered on client engagement.Influence best practices within the local marketAnticipate problems, creatively assess alternatives and manage conflictsDevelop, support, train and motivate staffIncrease the overall productivity of the branch by implementing relevant training, budgeting, eliminating inefficiencies and capturing growth opportunitiesIdentify, evaluate and manage strategic risks and opportunitiesEnsure compliance with company and industry policies and proceduresDevelop and oversee sales and marketing strategiesAdditional responsibilities as assignedAchieve local market sales objectivesDocument and measure sales results with SalesForce.comEnsure proper recordkeeping and tracking within SalesForce.comProducer recruiting and identification of tuck-ins,Field coaching for sales consultantsProviding performance feedback regularly to Sales LeaderEstablish schedule and lead sales meetingsDevelop and monitor sales team through sales pipeline managementStrategically and effectively manage vendor relationshipsAdditional responsibilities as assignedPreferred QualificationsMBA strongly preferred