Account Executive

Essential Functions and Primary Duties

Actively prospect and develop net-new business opportunities.

Build and maintain relationships with executive buyers and business leaders.

Execute consultative sales processes from discovery through close.

Position CBIZ AI services including strategy, governance, data optimization, Copilot, and other AI platform offerings.

Collaborate with subject matter experts and delivery teams.

Maintain disciplined pipeline management and forecasting.

Participate in sales campaigns, industry events, and partner initiatives.

Develop proposals, presentations, and executive business cases.

Achieve individual sales quotas and pipeline targets.

Preferred Qualifications

10+ years selling consulting, technology, AI, cloud, data, cybersecurity, or digital transformation services.

Demonstrated hunter mentality and ability to self-source pipeline.

Experience selling six-figure and seven-figure advisory engagements.

Strong executive presence and consultative selling skills.

College degree in business, communications, or related field

Minimum Qualifications

High School Diploma or GED required
Less than 3 years of proven business development experience
Must maintain current required licenses and certifications relevant to field of expertise
Demonstrate the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Ability to work in team environment as well as independently
Ability to analyze and prioritize multiple responsibilities
Proven track record of meeting sales targets
Results driven and customer focused
Must be able to travel based on client and business need