Sales Development Representative | HCM in Roanoke at CBIZ

Date Posted: 9/19/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities 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 Top Workplaces USA
  • 2022 Great Place to Work Certification
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).  

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 a Corporate Marketing Director and taking strategic direction from the Human Capital Management Sales Leader, the role will have a high volume of inbound and outbound leads driven to them by Marketing Teams to take from cold suspects to sales-ready discussions. The role will have data-driven systems such as Salesforce, Pardot, ZoomInfo, SalesLoft, and other productivity tools at their disposal to succeed. 

Essential Functions and Primary Duties

  • Search for potential customers, clients, or buyers in order to develop new business
  • Research potential customers and determine the quality of the lead
  • Identify the gatekeeper* and the decision maker**
  • Evaluate and qualify needs
  • Orchestrate sales discussions between producers and decision-makers
  • Document findings in customer relationship management (CRM) software

*The gatekeeper is person in charge of communicating or preventing information from reaching the decision maker.
**The decision maker is the person in charge of making the final decision on the sale.

Inbound Follow-Up

  • Calling, emailing, and social selling to inbound prospects generated from forms, webinars, paid marketing, and other avenues to successfully secure sales-ready conversations with revenue-producing associates.

Outbound Pursuit

  • Calling, emailing, and social selling to targeted lists of prospects interacting with marketing campaigns, strategic partnerships, and other avenues to successfully secure sales-ready conversations with revenue-producing associates.

Preferred Qualifications

  • A drive to compete at all things, a passion for winning, and a desire to pursue a career in an unlimited commission sales role.
    • Associate has the opportunity to transition to full-time, commissioned sales role upon 1 – 2 years of successful track record in Sales Development Representative role.
  • Proven ability to make high quantity of phone calls while balancing quality of output.
  • History of success using marketing-driven data to take prospects from brand aware to meeting-ready.  
  • Demonstrated success overcoming objections to drive desired outcomes.
  • Proficiency using Customer Relationship Management systems.
  • Relentlessly curious mindset and attitude.

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


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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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