Technology Sales Senior Director - Cbiz

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions for 2023:     

•      Best and Brightest Companies to Work for in the Nation 
•      Top Workplaces USA 
•      Top Workplace - Financial Services Industry 
•      Best and Brightest Companies in Wellness 
•      Great Place to Work Certification 

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.

Essential Functions and Primary Duties

• Will be a “hunter” type and responsible for new business development and onboarding new logos to the firm.
• Represent our company’s products and services, starting with a deep and comprehensive understanding and following with consumer research to identify how our solutions meet needs.
• Meet weekly, monthly, and annual sales quotas through the successful implementation of sales and marketing strategies and tactics.
• Generate leads and build relationships planning and organizing daily work schedule to call on existing or potential sales outlets.
• Develop and implement territory action plan through comprehensive data analysis, and adjust sales techniques based on interactions and results in the field.

Daily and Monthly Responsibilities:

• 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 reports, proposals, booking packages, and other documentation as required for executive-level presentations.
•     Achieve sales goals by assessing current client needs and following and defined selling process with potential buyers, often utilizing product demos and presentations.
•     Coordinate with other sales reps to ensure company quotas and standards are being met, performing market research and regular competitor monitoring.

Preferred Qualifications

• 3-5 years in sales within a technology and service industry setting
• At least 3 years selling infrastructure related services and products
• Excellent communication, interpersonal, problem-solving, presentation, and organizational skills.
• Proficiency with sales management software and CRM, preferably Salesforce and Hubspot
• Ability to build trust in customers by presenting offerings with confidence and integrity.
• Ability to travel and attend off hour 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