Sales Development Representative | January 2026

CBIZ • Conshohocken, PA • 2h ago

Reference #: 20517 Status Category: Full-Time

Exempt/Non-Exempt: Non-Exempt

Job Code: BI0143

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.

Position Description The Sales Development Representative's primary objective is to connect, profile, qualify and convert prospects to set-up revenue-producing associates to close sales. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups. The role will have data-driven systems such as Salesforce, Pardot, ZoomInfo and other productivity tools at their disposal to succeed.

Essential Functions and Primary Duties Utilize effective call strategies emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations. Search for potential customers, clients, or buyers in order to develop new business Research potential customers and determine the quality of the lead Evaluate and qualify needs Orchestrate sales discussions between producers and decision-makers Document findings in customer relationship management (CRM) software Maintain accurate and up-to-date records of prospect interactions and sales activities in the CRM system. Meet and exceed targets for lead qualification and conversion rates. Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.

Preferred Qualifications A bachelor's degree in Risk Management Insurance, Sales, Business, or a related field. Strong drive to compete and succeed in a fast-paced sales environment. Ability to make a high volume of phone calls while maintaining quality output. Successful experience using marketing-driven data to convert prospects from brand awareness to meeting-ready. Demonstrated skill in overcoming objections and driving desired outcomes. Proficiency in using Customer Relationship Management (CRM) systems- Salesforce experience preferred. Relentlessly curious mindset and a willingness to learn about Advisory Services.

Minimum Qualifications High School Diploma or GED required At least 1 year of sales and customer service experience Advanced verbal and written communication skills Advanced organizational and time management skills Advanced research skills High attention to detail Self-Motivated

Goal Oriented The hourly rate for this job in this market is $25.00 - $31.25. 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, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

LI-EC1 #LI-Onsite

CBIZ.Jobs Category: University 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 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

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.

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