Senior Client Executive

#LI-AM1 #LI-Hybrid #CBIZAdvisory

CBIZ valuation professionals provide accurate, independent and timely valuations of tangible and intangible assets. We have a depth of expertise working with the full range of industries and asset types. Our comprehensive services address the gamut of valuation needs you may encounter during the course of the business life cycle, including fixed asset reporting and valuations, replacement cost valuations, machinery and equipment valuation, and real estate valuation. We leverage our national resources to ensure you have quality, thorough information you need when you need it.

The Senior Client Executive works to win new clients and expand relationships with existing clients – pursuing sales opportunities with the objective of winning new business.

Essential Functions and Primary Duties

• Work with local office leadership and the National Sales Leader to create and execute a sales strategy for the assigned territory
• Conduct and report on sales activity within assigned territory
• Coordinate with Client Service groups to develop and execute sales campaigns under the direction of the National Sales Leader.
• Identify and qualify sales opportunities through relationships, sales campaign activity, or other sales activity
• Work with local and regional leadership to identify pursuit team members and client relationship owners

Minimum Qualifications

• 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