ERP Account Executive | Cloud ERP Solutions

New Business Development

Act as a hunter responsible for acquiring new clients and expanding within assigned accounts and territories.

Product and Service Representation

Develop a deep understanding of our ERP portfolio (e.g., Financials, Order-to-Cash, Procure-to-Pay, Project Accounting, Inventory/Distribution, Manufacturing, Subscription Billing, Revenue Recognition, Multi-entity/multi-currency) and our services (implementation, integration, training, and managed services).

Stay current on vendor roadmaps, release cycles, and best practices in finance and operations; understand how evolving requirements (e.g., GAAP, ASC 606) impact client needs.

Sales Quotas

Achieve weekly, monthly, and annual targets for subscription ARR and professional services through effective sales and marketing strategies.

Lead Generation

• Generate pipeline via outbound prospecting, partner/referral development (publishers, ISVs, alliances), events, and marketing follow-up;
• Organize daily activities to engage target accounts;

Sales Strategy & Execution

• Build and execute territory and account plans;
• Qualify deals, run discovery, orchestrate solution demonstrations with pre-sales, build ROI/TCO cases, manage RFPs, and drive complex sales cycles to close;

Deal Management

• Prepare accurate proposals, pricing, subscription agreements, and SOWs;

Cross-Functional Collaboration

Partner with solution consultants, delivery, and customer success to ensure smooth handoffs, successful implementations, and opportunities for expansion.

Forecasting & Reporting

• Maintain CRM hygiene and pipeline accuracy;
• Regularly report on performance and forecasts to CBIZ leadership.

Daily And Monthly Responsibilities

• Maintain strong relationships with customers to ensure satisfaction and identify opportunities for add-ons and cross-sell (e.g., AP automation, FP&A).
• Identify and engage appropriate prospects; set appointments; conduct discovery and qualification; manage the full sales cycle across all relevant product and service categories.
• Develop professional, complete, and concise proposals and executive-ready presentations.
• Meet or exceed sales goals by following a defined selling process and collaborating closely with subject matter experts.
• Provide regular, accurate pipeline and forecast updates to CBIZ executives.

Preferred Qualifications

• Experience selling into one or more of the following: professional services, SaaS/technology, nonprofit, wholesale distribution, manufacturing, construction, healthcare, and financial services.
• Excellent communication, interpersonal, problem-solving, presentation, and organizational skills.
• Proficiency with CRM and sales tools.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, OneDrive).
• Ability to build trust by presenting solutions with confidence and integrity, and by quantifying business value.
• Ability to travel and attend off-hours events locally and nationally.
• Proven success at or above quota in complex, multi-stakeholder sales cycles.
• Ability to balance persuasion with professionalism and maintain strong attention to detail.
• Experience with ERP and adjacent ecosystems is a plus: Cloud ERP (e.g., Sage Intacct, Acumatica, NetSuite), ISV and integration partners (e.g., AP automation, FP&A, eCommerce, payroll/HRIS, PSA), related solutions such as RPA/Intelligent Automation, AI, Data & Analytics, Cloud & Infrastructure, or MSP services.

About Us

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.