Talent Operations Specialist, Sales

Talent Operations Specialist, Sales at CBIZ

Position Summary:

We are seeking a Talent Operations Specialist to support the sales organization by preparing offer letters, ensuring compliance, and coordinating onboarding for new Producer hires.

• Draft and prepare offer letters, pro‑formas, and agreements for sales hires, ensuring accuracy, consistency and compliance with CBIZ standards.
• Partner with Recruiters, HR partners and Legal to vet existing agreements, confirm licensing requirements, and assist with the licensing process for unlicensed associates.
• Provide Hiring Managers with Behavioral Interview Guides and related resources to support the candidate screening process.
• Coordinate onboarding activities for new Producer hires, including communication tracking, training support and conducting 90‑day new hire check‑ins for sales team members.
• Manage and maintain assessments across recruitment, onboarding and team member development, ensuring data integrity.
• Collaborate with HR Operations and Recruiting teams to improve process efficiency, turnaround time and overall effectiveness.

• Bachelor’s degree in Human Resources, Business Administration, or a related field.
• 2–4 years of experience in human resources, recruiting operations, preferably within a professional services or sales‑driven organization.
• Strong attention to detail with the ability to ensure accuracy and compliance in all offer documentation.
• Proven ability to manage multiple priorities and meet tight deadlines in a fast‑paced environment.
• Experience working with HR systems or applicant tracking systems (ATS), with Oracle or similar platforms preferred.
• Familiarity with the Predictive Index (PI) or similar behavioral assessment tools.
• Strong communication and collaboration skills with the ability to partner effectively across HR, Recruiting and business teams.
• Demonstrated commitment to maintaining data integrity and confidentiality.

• High school diploma or GED.
• Bachelor's Degree or two years of experience on a specialized subject matter.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Effective customer service skills.
• Proficient use of applicable technology.
• Ability to work in a team environment as well as independently.
• Ability to analyze and prioritize multiple responsibilities.

CBIZ 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 what’s 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.