Career Opportunities with CBIZ Flex-Pay

Payroll Sales Producer 

Essential Duties and Responsibilities:

  • Responsible for identifying, soliciting and closing new business for the company; secondary responsibility includes the retention of existing clients in collaboration with client service tea
  • Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
  • Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming yea
  • Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates and CBIZ marketing sources
  • Document activity, notes and prospect data in appropriate CBIZ systems
  • Develop and present recommendations to clients based upon consultative selling approac
  • Appropriately close new business, documenting won/lost opportunities and reasons for all clients
  • Seamlessly transition sold clients to designated client service team
  • Serve as client’s valued advisor, building a strategic and personal relationship with key client decision makers
  • As appropriate, work with client service team to serve client and retain business
  • Communicate with leadership, providing field input on market trends, competitor analysis and other business intelligence
  • Identify, initiate and support cross serving leads to other CBIZ business developers
  • Assist Sales Manager in the mentoring and development of other producers
  • Responsible for meeting annual sales goals if applicable to position
  • Additional responsibilities as assigned

Requirements:

  • High School Diploma or GED required; Bachelor’s degree preferred
  • 3 years demonstrated industry consultative sales skills represented through proven sales results
  • Must have and maintain required licenses/credentials
  • Superior command of verbal, written, presentation and negotiation skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

Visit the CBIZ website to see if a position is available in your area.

Client Solutions Consultant

The CBIZ Client Solutions Consultant is responsible for providing a connection between Sales Producers and Operations while supporting Producers through the Sales process.

Essential Functions and Primary Duties:

  • Provide national Sales Producers support to assist in their sales cycle
    • Create and conduct effective multi-media remote demonstrations and training of payroll, timekeeping, hiring and onboarding, HRIS, and others as applicable for Producer’s prospects or current clients considering another CBIZ service through webinars and videos
    • Provide solutions to Sales Producer in response to any pending prospect questions following any demonstration.
    • Provide training on how to demonstrate these services to Sales new hires for their ability to provide demonstrations on their own
    • Monthly outbound calls to current clients regarding services
    • Verify technical accuracy of documentation and ensure it conforms to company standards.
    • Communicate Producers questions to appropriate Operations staff regarding processes or service capabilities and provide answers to Producers
    • Provide system updates and feature enhancement details to Sales Producers
    • Provide RFP support and guidance to producers
    • Review articles on Salesforce Knowledge Base to confirm accuracy or request updates as needed
  • Participate in on-boarding of new Sales Producers
  • Works closely with HCM Sales Directors to determine topics to present on monthly Sales Producer’s call regarding services offered, updates/changes to pricing, and process flow.
  • Work with Sales Management to identify training gaps and schedule appropriate remote training webinars
  • Serve as support regarding quoting system within Salesforce
  • Relay client requests for additional core service opportunities to appropriate Sales Producer
  • Support overall sales support functions
  • Ability to periodically offer support for West Coast sales team past 5pm EST
  • Work in collaboration with your peers across the business and the client base to identify the best practice solution for specific and often unique situations
  • Allocate time and prioritize accordingly across several projects
  • Perform other duties as assigned

Minimum Qualifications:

  • Working level knowledge of payroll processes
  • Must possess analytical skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Ability to coordinate and communicate with clients and team members at various levels of management both internally and externally to resolution of issues
  • Willingness and ability to troubleshoot complex problems independently and dynamically
  • High School diploma or GED required; Bachelor’s degree preferred
  • 1 year of experience in related field
  • Must be able to work in a team environment
  • Presentation skills mandatory
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

Visit the CBIZ website to see if a position is available in your area.


New Account Payroll Specialist 

Job Purpose / Objective

  • To assist internal and external clients with questions and needs, and ensure the department goals are met through teamwork and collaboration

Essential Functions and Primary Duties

  • Primary contact for new clients during the Implementation process & 1st “live” payroll process.
  • Liaison between sales and new clients to gather all appropriate setup information.
  • Read and extract necessary information from clients’ previous payroll provider’s reports.
  • Keying and/or importing employee data up to and including:
    • Direct deposit information
    • Recurring deductions
    • Accrual balances & benefits
    • Organizing & balancing employee year-to-date pay history/tax liabilities.
  • Reviewing client provided reports to ensure accuracy.
  • Creating an accrual policy within payroll software based on employee’s handbook.
  • Creating a general ledger based on clients chart of accounts and requested file layout.
  • Creating basic reports using payroll software’s Report Writer module.
  • Working with the IT department on complex report requests from clients.
  • Provide payroll training for new clients via web connection.
  • Assist internal and external clients with requests and problems in timely manner
  • Notify necessary parties ensuring accuracy of appropriate data
  • Research and accurately resolve clients’ service needs according to established commitments
  • and standards
  • Work to understand department processes, procedures, and/or programs
  • Assist with new hire training and ongoing internal training as needed
  • Support internal employee questions and act as mentor for less experienced employees
  • Effectively operate department hardware and software
  • Comply with internal controls and procedures
  • Additional responsibilities as assigned

Minimum Qualifications Required:

  • High School Education of GED required; Bachelor’s degree preferred
  • Minimum of 2 years in a payroll environment with emphasis on processing payroll using computer software
  • Knowledge of Excel functions to manipulate data into a usable format
  • Computer skills to work in Windows-based payroll software and proficient use of applicable technology
  • Knowledge of the following: pre-tax deductions, garnishments, payroll taxes & taxable wage base limits
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Excellent customer relation skills
  • Attain Payroll, COBRA, Section 125 and other applicable certifications required within 18 months of accepting position, must comply with eligibility requirements prior to taking exam
  • Ability to work in a team environment to accomplish tasks as well as independently
  • Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks with high accuracy rate
  • Thrive in a fast paced, high volume work environment
  • Maintain 100% client confidentiality
  • Work overtime including weekends (Sat/Sun) during peak periods
  • Handle change in routine on a regular basis

Visit the CBIZ website to apply for this position in Winston-Salem, North Carolina.


Major Markets Payroll Specialist

Essential Duties and Responsibilities:

  • Assume ownership of assigned clients
  • Communicate efficiently with clients to obtain and process employee and payroll data including compensation changes, payroll deductions, garnishments, tax changes, etc.
  • Provide clients with requested payroll reports
  • Effectively maintain client files and records
  • Process client retirement files as needed
  • Maintain a high-level of accuracy with attention to detail
  • Provide outstanding internal and external customer service
  • Maintain client confidentiality
  • Research and communicate with clients regarding payroll questions and discrepancies according to established company standards
  • Function in a fast-paced, high-volume team environment by multi-tasking and prioritizing responsibilities
  • Meet daily schedule deadlines
  • Participate as part of a team by providing input for process and procedure development
  • Comply with company policies, internal controls and government regulations affecting payroll processing
  • Support team by assisting with new hire training and mentoring less experienced team members as needed
  • Additional responsibilities as assigned

Minimum Qualifications:

  • High School Education or GED required; Bachelor’s degree preferred
  • Comprehensive knowledge of payroll processing, accounting and payroll tax filing procedures
  • Ability to communicate effectively with clients, exercising independent judgment and act with minimal supervision
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Excellent customer relation skills
  • Proficient use of applicable technology
  • Aptitude and willingness to learn CBIZ payroll system
  • Ability to work in a team environment as well as independently
  • Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks
  • Able to maintain confidential information

Visit the CBIZ website to apply for this position in Winston-Salem, North Carolina.


Middle Markets Payroll Specialist

Essential Duties and Responsibilities:

  • Assume ownership of assigned clients
  • Communicate efficiently with clients to obtain and process employee and payroll data including compensation changes, payroll deductions, garnishments, tax changes, etc.
  • Provide clients with requested payroll reports
  • Effectively maintain client files and records
  • Process client retirement files as needed
  • Maintain a high-level of accuracy with attention to detail
  • Provide outstanding internal and external customer service
  • Maintain client confidentiality
  • Research and communicate with clients regarding payroll questions and discrepancies according to established company standards
  • Function in a fast-paced, high-volume team environment by multi-tasking and prioritizing responsibilities
  • Meet daily schedule deadlines
  • Participate as part of a team by providing input for process and procedure development
  • Comply with company policies, internal controls and government regulations affecting payroll processing
  • Support team by assisting with new hire training and mentoring less experienced team members as needed
  • Additional responsibilities as assigned

Minimum Qualifications:

  • High School Education or GED required; Bachelor’s degree preferred
  • Comprehensive knowledge of payroll processing, accounting and payroll tax filing procedures
  • Ability to communicate effectively with clients, exercising independent judgment and act with minimal supervision
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Excellent customer relation skills
  • Proficient use of applicable technology
  • Aptitude and willingness to learn CBIZ payroll system
  • Ability to work in a team environment as well as independently
  • Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks
  • Able to maintain confidential information

Visit the CBIZ website to apply for this position in Winston-Salem, North Carolina.