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CBIZ

Sales Development Representative – Human Capital Management

CBIZ

. Connect, profile, qualify and convert prospects to set up revenue-producing associates to close sales .

Posted 9/18/2026full-timeNashville • Tennessee • United StatesJunior💰 $23 - $25 per hourWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates proficiency in lead qualification and conversion, utilizing CRM systems like Salesforce to manage customer interactions effectively. Exhibits advanced communication, organizational, and research skills to drive sales success in a fast-paced environment.

Highest-signal resume keywords
Salesforce ExperienceLead QualificationCustomer Relationship Management (CRM)Advanced Communication SkillsSales and Customer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Lead QualificationSales ConversionResearch SkillsCRM ProficiencySales Strategies
Soft Skills
Advanced Communication SkillsOrganizational SkillsTime ManagementAttention to DetailSelf-Motivated
Tools & Technologies
SalesforcePardotZoomInfoCRM SoftwareProductivity Tools
Certifications & Qualifications
High School Diploma or GEDBachelor’s Degree (Preferred)
Industry Keywords
Sales DevelopmentOutbound SalesLead GenerationMarket ResearchSales Strategies

About the role

Key responsibilities & impact
  • Connect, profile, qualify and convert prospects to set up revenue-producing associates to close sales
  • Report to the B&I Sales Development Manager
  • Pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups
  • Use Salesforce, Pardot, ZoomInfo and other productivity tools
  • Utilize call strategies, email, and social selling techniques to secure sales-ready conversations
  • Search for potential customers, clients, or buyers to develop new business
  • Research potential customers and determine lead quality
  • Evaluate and qualify needs
  • Orchestrate sales discussions between producers and decision-makers
  • Document findings in CRM software
  • Maintain accurate records of prospect interactions and sales activities
  • Meet and exceed lead qualification and conversion targets
  • Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts

Requirements

What you’ll need
  • 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
  • Proficiency in using Customer Relationship Management (CRM) systems
  • Bachelor’s degree in risk management insurance, Sales, Business, or a related field (preferred)
  • Strong drive to compete and succeed in a fast-paced sales environment
  • Ability to make a high volume of phone calls while maintaining quality output
  • Successful experience using marketing-driven data to convert prospects from brand awareness to meeting ready
  • Demonstrated skill in overcoming objections and driving desired outcomes
  • Salesforce experience preferred
  • Relentlessly curious mindset and a willingness to learn about Advisory Services