Associate, Sponsor Coverage Team in Dallas, TX at CBIZ

Date Posted: 9/20/2021

Job Snapshot

Job Description

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ).  We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement.  Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business.  We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential.  We are CBIZ Private Equity Advisory – Invested in You.

Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 100 offices and nearly 5,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes.

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

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

About the Role

This role reports to the Managing Director and head of our Financial Sponsor Coverage team and is critical to expanding our market share with clients and prospective clients.

Essential Functions and Primary Duties

  • Identify, network into, and establish relationships with junior and mid-level professionals at private equity firms, investment banking firms, and other M&A constituents.
  • Nurture and leverage existing firm relationships to expand contacts within a PE or IB group.
  • Prepare team members for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings.
  • Help schedule, participate in, and lead follow up on telephonic and in person meetings.
  • Log and update all data tracking fields in SalesForce after telephonic and in person meetings.
  • Log and track advancement of individual professionals along our sales cycle continuum. 
  • Use tools including PitchBook, LinkedIn etc. to navigate.
  • Send best practice emails to probe for needs where CBIZ can deliver solutions.
  • Attend conferences to market CBIZ and optimize brand awareness.
  • Work with Marketing to follow up on specific lead generation campaigns.
  • Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds.
  • Learn and maintain in-depth knowledge of new services, industry trends and competition.

Preferred Qualifications

  • The ideal candidate will possess 3+ years of client service and/or sales experience in a professional services organization. 
  • Familiarity with alternative investment asset classes strongly desired.
  • Proficient in Microsoft Word, Excel, PowerPoint, and
  • Ability to demonstrate contact development through leveraging personal and professional network. 
  • Proven ability to establish multi-level relationships within a single firm.
  • Ability to recognize and prioritize action across multiple prospect opportunities.
  • Must be a self-starter that can work independent of daily oversight.
  • High level of maturity and professionalism while displaying tenacity.
  • Candidates should possess an intellectual curiosity.   

Minimum Qualifications

  • Bachelor’s degree preferred
  • 3 years of experience in related field
  • Must be able to work in a team environment
  • Presentation skills mandatory
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
  • Must be able to travel based on client and business needs


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CBIZ is an affirmative action-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 these following pages EEO is the Law and EEO is the Law Supplement.



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