Account Executive, Technology

Business Development Representative - CBIZ Technology

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The ideal candidate must have immediate C-level and IT decision‑making connections and have at a minimum 5+ years of proven sales experience in technology solutions and services. Experience in selling Cloud & Infrastructure, Technology Managed Services, ERP, FP&A, Intelligent Automation and AI, Cybersecurity, and Strategic IT Consulting is highly desirable.

• New Business Development:
  Act as a "hunter" responsible for onboarding new clients to the firm.
• Product and Service Representation:
  Develop a deep and comprehensive understanding of our company's products and services and follow consumer research to identify how our solutions meet client needs.
• Sales Quotas:
  Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics.
• Lead Generation:
  Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets.
• Action Plan:
  Develop and implement an action plan through comprehensive data analysis, adjusting sales techniques based on field interactions and results.
• Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities.
• Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business in all service categories offered.
• Possess in-depth knowledge of all service and solution offerings and be able to coordinate demos and relay objection handling.
• Prepare professional, complete, concise, and accurate proposals, and other documentation as required for executive-level presentations.
• Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers, often utilizing product demos and presentations.

• Experience selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP)
• Excellent communication, interpersonal, problem-solving, presentation, and organizational skills.
• Proficiency with sales management software and CRM, preferably Connect Wise and/or Salesforce.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, One Note, and One Drive, among others)
• Ability to build trust in customers by presenting offerings with confidence and integrity.
• Ability to travel and attend off‑hours events locally and nationally.
• Bachelor’s degree.
• Proven success rate at levels above quotas.
• Ability to balance persuasion with professionalism.
• Strong organizational skills and attention to detail.
• Experience selling RPA/Intelligent Automation, AI, Data Analytics Technologies, Cloud & Infrastructure, or ERP implementations is a plus (e.g., Sage Intacct, Acumatica, Net Suite).

• 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. 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.

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.

Mid‑Senior level

Full‑time

Sales and Business Development

Business Consulting and Services

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