Sales Operations Specialist

About This Role

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.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications Required

• Bachelor's degree
• Proposal writing experience including experience in the insurance or related industry
• 3 to 5 years of related insurance industry experience including proposal writing
• Experience with CRMs, Adobe Acrobat, DocuSign, and the ability to quickly learn new platforms
• Organized, detail\-oriented, thorough, and accurate with a strong sense of urgency and ability to prioritize in a fast\-paced environment
• Excellent communication skills, both written and oral
• Advanced customer service skills
• Ability to work as part of a team, meet deadlines and take instruction from multiple sources
• Proactive decision\-maker with the ability to see the big picture

Essential Functions and Primary Duties

• Provide essential support for sales operations by coordinating and maintaining key processes, tools, and resources that enable the sales team to operate efficiently and achieve their goals.
• Assist with the producer development program through the coordination of annual planning, onboarding activities for new producers, and ongoing training initiatives.
• Support lead generation and prospecting activities through prospect research, campaign management, and standard engagement workflows.
• Provide basic support for producers using sales platforms; address routine questions and escalate technical issues when necessary.
• Monitor sales data entry for accuracy and completeness; support data clean\-up and audits as directed.
• Maintain and organize regular sales reports and team dashboards; analyze to identify current activity and performance trends.

Assist with the setup and coordination of webinars, meetings, and internal sales events, including logistics and follow\-up communications. *

Preferred Qualifications

• Bachelor’s degree in marketing, business administration, communications, or related field.
• Two plus years of proven experience in sales enablement, learning and development, and/or operations.
• Two plus years of proven experience working with customer relationship management (CRM) tools, specifically Salesforce.
• Strong analytical skills with proficiency in data analysis.
• Excellent project management and communication skills to work effectively across teams.
• Strong computer skills, including advanced knowledge of Microsoft Word and PowerPoint