Business Development Consultant in Kansas City at CBIZ

Date Posted: 11/17/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   
CBIZ has been honored to be the recipient of several national recognitions:         
•    2022 Best and Brightest Companies to Work for in the Nation  
•    2023 Top Workplaces USA  
•    2022 America's Best Mid-Size Employers  
•    2022 Best and Brightest Companies in Wellness  
•    2022 Great Place to Work Certification 

We are currently seeking a Business Development Consultant with a passion for sales and a foundational understanding of business, finance and/or accounting. This role will be based in our Kansas City office and will focus on supporting our efforts to sell Accounting, Tax, and Advisory Services to Middle Market Businesses and larger enterprises in various industries, including Manufacturing, Retail Distribution, Construction, Real Estate, Professional Services, and Not-for-Profit.

As a Business Development Consultant, your main responsibility will be to assist in generating sales opportunities for CBIZ by targeting specific industries in the Kansas City markets. You will work closely, alongside Client Service Teams, with key decision-makers, including Chief Executive Officers (CEOs), Chief Financial Officers (CFOs), and other financial leaders, to grasp their needs, future plans, and openness to change. Your goal is to identify new opportunities for CBIZ to provide a range of financial services, including accounting, tax, and advisory solutions.

To thrive in this role, you will continuously identify and qualify new sales prospects by building relationships, participating in enterprise sales programs and campaigns, and utilizing digital programming. You will have a Business Development Mentor and collaborate with Client Service Teams and Marketing Team to execute sales campaigns tailored to specific industries and markets. Your focus on learning more about our teams unique skillsets and the targeted industries will enable you to present tailored solutions and emphasize CBIZ's value proposition.

Key Responsibilities:

Understand and Articulate Services:

Develop a deep understanding of CBIZ Accounting, Tax & Advisory Solutions.
Clearly articulate the features, benefits, and unique selling points of CBIZ services.
Build an understanding of our existing client base and targets to identify prospects within your professional network. 

Relationship Building:

Cultivate and maintain strong relationships with internal stakeholders, Client Service Teams and prospects.
Establish trust and credibility with Client Service Teams and Prospects through effective communication and follow-up.

Needs Analysis:

Conduct thorough needs assessments to identify prospect requirements and challenges.
Identify opportunities where CBIZ services can provide value and address prospect needs.

Consultative Selling:

Adopt a consultative selling approach, understanding and addressing prospect needs.
Position CBIZ services as solutions to specific prospect problems.

Industry Knowledge:

Stay informed about industry trends, regulations, and best practices.
Demonstrate a strong understanding of the industry to effectively communicate the alignment of CBIZ services with prospect needs.

Effective Communication:

Develop strong communication skills to convey complex service offerings clearly.
Tailor communication styles to different audiences, adapting to technical experts or C-level executives.

Value Proposition:

Articulate a compelling value proposition for CBIZ Accounting, Tax & Advisory Services.
Highlight unique benefits and advantages that differentiate CBIZ services from competitors.

Collaboration with Delivery Teams:

Collaborate with delivery and implementation teams to ensure a seamless transition from sales to service delivery.
Maintain open communication channels to address prospect concerns during the delivery phase.


Be adaptable and responsive to changes in prospect needs or market conditions.
Adjust sales strategies based on feedback and evolving prospect requirements.

Sales Metrics:

Plan and report on sales activity using Salesforce CRM enterprise application.

Continuous Learning:

Stay updated on key industry best practices and sales techniques.
Seek opportunities for professional development and training to enhance sales skills and knowledge.

The CBIZ Advantage:

  • Opportunity to sell a broader range of services beyond traditional CPA services, including benefits and insurance solutions, executive search and compensation services, retirement planning strategies, and payroll solutions.
  • Supported by the latest technologies and digital tools designed to maximize your impact, such as CBIZ Solutions App, Salesforce CRM, Pardot lead scoring, ZoomInfo, DemandBase and Microsoft Teams.
  • Competitive salary and progressive incentive compensation plan with no cap, offering unlimited earning potential.
  • As a full-time employee of a public company, you are also eligible to acquire CBIZ shares (NYSE: CBZ) at a 15% discount and maintain eligibility for an equity-aligned cash bonus award based on performance.
  • You will be an essential part of a nationwide business development team that directly impacts CBIZ performance and revenue growth, with opportunities for skill training, professional growth, and leadership opportunities.

Minimum Qualifications:

  • The successful candidate will have a Bachelor's degree and a fundamental understanding of business administration.
  • Proven sales ability with a minimum of 2 years of direct sales experience.
  • Growth mindset and ability to quickly learn new concepts and technologies.
  • Knowledge of C-level persona-types and their buying triggers and patterns.
  • Excellent verbal and written communication skills, plus strong presentation skills.
  • Effective time management and multitasking abilities.
  • Experience selling Professional Advisory, Accounting Consulting, and/or Specialty Tax services is a plus.


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


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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