Sales Development Representative
Posted 18 Sep 2026
Advertised as “Sales Development Representative | Human Capital Management”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 1+ yrs
- Management level
- Individual contributor
- Employment
- Hybrid
No salary listed for this role.
Study levelDiploma
Field of studyBusiness, Insurance, Risk Management, Sales (or related)
Study levelBachelor's
#LI-TL1 #LI-Hybrid
Responsibilities
CBIZ’s Human Capital Management (HCM/HCA) division provides comprehensive workforce and HR solutions designed to help organizations attract, retain, and optimize their talent. The team partners with clients across areas such as payroll, benefits administration, HR technology, compliance, and workforce strategy, delivering scalable solutions that support business growth. By combining consultative expertise with technology-enabled services, CBIZ HCM helps clients streamline operations, enhance the employee experience, and drive long-term organizational performance.
The Sales Development Representatives primary objective is to connect, profile, qualify and convert prospects to set-up revenue-producing associates to close sales. Reporting to the B&I Sales Development Manager, the role will pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups. The role will have data-driven systems such as Salesforce, Salesloft, Demand Base and other productivity tools at their disposal to succeed.
Essential Functions and Primary Duties
-
Utilize effective call strategies emailing, and social selling techniques developed in collaboration with Marketing and Sales Management to secure sales-ready conversations.
-
Search for potential customers, clients, or buyers in order to develop new business
-
Research potential customers and determine the quality of the lead
-
Evaluate and qualify needs
-
Orchestrate sales discussions between producers and decision-makers
-
Document findings in customer relationship management (CRM) software
-
Maintain accurate and up-to-date records of prospective interactions and sales activities in the CRM system.
-
Meet and exceed targets for lead qualification and conversion rates.
-
Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts.
Preferred Qualifications
-
A bachelor’s degree in risk management insurance, Sales, Business, or a related field
-
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