Account Executive

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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

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

We are seeking a high-performing, hunter-oriented Account Executive to drive net new revenue growth for our national AI advisory and transformation practice.

This role is ideal for a consultative seller who understands how organizations can use artificial intelligence, generative AI, intelligent automation, and data-driven transformation to improve operations, decision-making, customer experience, and business performance and can translate that into meaningful business outcomes for clients.

This role is built for a true business developer who thrives on opening doors, creating opportunities, and building relationships at the executive level. The ideal candidate brings an existing network of C-suite and business decision-makers and a proven ability to convert those relationships into pipeline and revenue. Depth of sales experience with the Microsoft AI eco-system including MS CoPilot.

This role focuses on prospecting, relationship development, opportunity management, and closing complex advisory and transformation engagements. The Senior Account Executive reports to the Director of AI Business Development.

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