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Business Development Associate in Dallas, TX at CBIZ

Date Posted: 3/6/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ CMF, LLC is the preferred operating and implementation partner for finance and financial leadership. CBIZ CMF provides financial consulting and executive search services to private equity-backed, entrepreneur-led, and publicly traded companies in the middle market across North America. CBIZ CMF supports companies through transactions and transitions, with the overall mission to provide leadership, enhance visibility, and improve finance operations to generate higher returns.

Essential Functions and Primary Duties

  • Support the senior business development and delivery team on new advisory, consulting and executive search leads with executives at private equity firms, investment banking firms, and other M&A providers in Texas to drive new revenue growth by delivering CBIZ CMF’s services.
  • Continually develop, harvest, and manage new and existing client relationships to maximize pipeline opportunities.
  • Support the scheduling, conduction, and completion of follow up on sales calls and meetings
  • Support proposal development process through coordination of scope discussions with clients and delivery teams including indicative pricing, staffing, and production of proposal document.
  • Support and document client defined requirements from which proposed solutions are developed.
  • Present actionable business intelligence on prospects that supports existing strategies to help close new opportunities.
  • Learn and maintain in-depth knowledge of new services, industry trends and competition.
  • Support the execution of specific “front of mind” campaigns to target groups as designed by the senior BD team
  • Manage, track, and report on all sales activities and results utilizing CRM system i.e. Salesforce and other tools e.g. PitchBook, LinkedIn Sales Navigator, etc.

Preferred Qualifications

  • A Bachelor’s degree is required in addition to a minimum of 4 years of experience working in professional services and ideally 2 years in a sales related role.
  • Highly motivated, driven and self-starting individual.
  • Proficient in Microsoft Word, Excel, PowerPoint, and
  • Adept at juggling multiple priorities and deadlines without sacrificing quality
  • Must be independent and self-motivated and yet a team player.
  • High level of maturity and professionalism.
  • Can quickly learn how to qualify legitimate leads.
  • Leverage existing relationships and nurture new relationships with M&A professionals in Texas
  • Familiarity with alternative investment asset classes strongly desired.
  • Candidates should be comfortable articulating the value of our services over the phone.
  • Candidates must have a clear track record of excellence in several categories, including: teamwork, professionalism, communications, organization, and client service.
  • Must live in the Dallas area.

Minimum Qualifications Required

  • 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


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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, 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 EEO is the Law and EEO is the Law Supplement.