Reference #: 19053 Status Category: Full-Time

Exempt/Non-Exempt: Exempt

Scheduled Hours Per Week: 40

Job Code: AV214

About our Business 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 21 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 the Role This role reports to the Senior Managing Director and is critical to expanding our market share with clients and prospective clients in throughout the United States and Canada.

Essential Functions and Primary Duties Identify, network into, and establish relationships with investment and operating professionals at private equity firms, investment banking firms, and other M&A constituents. Nurture and leverage existing firm relationships to expand contacts within a PE or IB group. Prepare team members for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings. Help schedule, participate in, and lead follow up on telephonic and in person meetings. Log and update all data tracking fields in SalesForce after telephonic and in person meetings. Log and track advancement of individual professionals along our sales cycle continuum. Use tools such as PitchBook and LinkedIn. Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions. Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness. Work with Marketing to follow up on specific lead generation campaigns. Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds. Learn and maintain in-depth knowledge of new services, industry trends and competition. Preferred Qualifications The ideal candidate will possess 5+ years of experience working in a sales capacity in a professional services or financial services firm. Familiarity with alternative investment asset classes preferred. Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce.com. Ability to demonstrate contact development through leveraging personal and professional network. Must be a self-starter that can work independent of daily oversight. High level of maturity and professionalism while displaying tenacity. Minimum Qualifications Bachelor's degree required 7 years experience in related field 5 years supervisory Must have and preserve required licenses Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on business needs In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $153,300-$229,900. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before March 31, 2025. We do encourage that you apply to this position as soon as possible. #LI-DNI

CBIZ.Jobs Category: Advisory REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages and .

Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.